This feature is only available for the following plans:
SMALL TEAM
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To synchronize your email, you can do this in two ways:
The ForceManager administrator must do the starter configuration. Remember that the administrator is, by default, the person who purchased the first ForceManager license.
ForceManager users must introduce their email credentials, once the starter configuration is done.
Therefore, you should follow one of the previous steps depending whether you are the administrator or a user. Below there is a detailed explanation of both steps.
1. If you are the administrator
If you are the ForceManager administrator, you must perform the starter configuration so that other users will able to complete their email synchronization.
For this, please follow the next steps:
Step 1. Access your ForceManager session and click on your profile picture, which is on the top right of the screen. Next, click on “Settings”.
Step 2. Go to the Tools section and access the “Email Synchronization” menu.
Step 3. Select your email provider:
Gmail
Office 365
IMAP
Exchange
Step 4. Complete the required fields depending on the provider you have selected.
Gmail and Office 365:
Enter your email and click on “Connect Gmail/Office 365 account”.
Once this data is introduced, a pop-up will appear to confirm the synchronization and enter your user credentials (not the ForceManager password).
IMAP:
As well as your email address & your password (not the ForceManager password), you will also be asked to enter the server and SSL.
Once this data is introduced, a pop-up will appear to confirm the synchronization.
Exchange:
Introduce your email, password (not the ForceManager password), server and Exchange version.
Once this data is introduced, a pop-up will appear to confirm the synchronization.
2. If you are a user
Once the administrator has performed the starter configuration (Step 1), you can complete your email synchronization by following three steps.
Step 1. Access your ForceManager session and click on your profile picture, which is on the top right of the screen. Next, click on “Settings”.
Step 2. Go to the Tools section and access to the “Email Synchronization” menu.
Step 3. Introduce your email and password (not the ForceManager password).
Remember that if you change your email password, you also should indicate this change in ForceManager if email synchronization is needed.