Email Settings - Connecting your email account to AgileCase
- Agilecase Support
Overview
Email Settings allow you to use your own email accounts to send email from AgileCase.
By default emails you send from AgileCase will use our built-in email feature so your email address will be firstname.lastname@yourcompany.agilecase.net. However you can change this by connecting your email account to AgileCase. Once connected then emails send via AgileCase will come from your own email address and usually appear in the sent items of your email client.
Email Settings Page
You can access the Email Setting Page from the “My Profile” page in the top right menu:
Then use the left hand navigation to selected “Email Settings” page:
Outgoing Email Settings
Built-In Email
By default all users get a ‘built-in’ AgileCase email address. This will be firstname.lastname@yourcompanyname.agilecase.net.
If you want your users to use their own Email Address hosted at another provider (for example Gmail or Office365) then you need Connect your email server to AgileCase.
Enable Custom Email Connections
Office 365 Connection
(also known as: Outlook, Outlook Online, Outlook 365, Exchange Online, Exchange 365)
To connect your Office 365 email account:
Check the “Enable Custom Email Connection” option.
Select “Office 365” from the list of options and follow the instructions to connect your account.
Once you have successfully connected your account you will see confirmation similar to the below example and be able to immediately test your settings using the “Test Email Settings” button.
Finally click “Save Changes” to ensure all your settings are saved.
Google Workspace / GMail Connection
Dedicated support for Google Workspace / GMail is coming soon. In the meantime you can use instructions for SMTP Connections below.
SMTP Connection
If you use a different email provider or for any reason cannot use the dedicated options above you can configure SMTP settings. Check your Email Provider for detailed instructions on how to apply SMTP settings.
If you need to use SMTP Connection with Microsoft or Google services you may need to enable SMTP support within your email provider. Here are some links to guide to how to enable that for some popular Email Providers:
Exchange Online - Enable or disable SMTP AUTH in Exchange Online
Gmail - Send email from a printer, scanner, or app - Google Workspace Admin Help
If you have any difficulty adding your Email Account please let us know and we can assist.
Email Signature
This section allows you to customize the Email Signature appened to emails which you send. Please note that dedicated Email Connections such as Office 365 and Google Workspace will also append any company-wide signatures configured within those products.