Email synchronization (Professional/Small Team)

This feature is only available for the following plans:
PROFESSIONAL
SMALL TEAM
Click here for more information on our plans.

 

You can synchronize your email from the web application by going to your user settings (by clicking the photo icon in the top right of the screen). Under “Preferences” you will see the “Email synchronization” option. Here you will have to select an email provider (Gmail, Office 365/Exchange or IMAP). Depending on the provider, you will be asked different information:

  • Gmail and Office 365: will ask you for your email address and password. Once you have entered these details, a pop-up message will appear asking for your confirmation of the synchronization.
  • IMAP: as well as your email address, your password, you will also be asked to enter the server and SSL. Only the administrator will have to enter this configuration, other users will only have to enter their email and password.
  • Exchange: as well as your email address, your password, you will also be asked to enter the server, port and SSL. Only the administrator will have to enter this configuration, other users will only have to enter their email and password.

In either case, the administrator must configure their email first so that the rest of the users can synchronize theirs.

 

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