Connecting a team member's mailbox

Process for connecting IMAP, Office 365, and Gmail mailboxes.

Last updated 13 days ago

Open System Settings → Staff, select the team member, and open the Email section in their profile. Click New record.

Available connection methods:

IMAP mailbox – manual entry of server details;
Office 365 API (email retrieval) – Microsoft authorization for incoming emails;
Office 365 API (organizational email) – scenario for using an organizational email account;
Gmail (email retrieval) – Google authorization.

In the IMAP form, enter the email address, password, IMAP and SMTP server details, ports, and encryption settings. The Last scan field specifies the starting point for retrieving emails. Enable Scanning enabled only after configuring all fields, then use Test connection.

For Gmail and Office 365, sign in to the correct account in the authorization window. Do not copy verification codes or other sign-in credentials into tasks or documents.

After connecting, select the required folders and associations. Start with a small scope and verify a single test email before enabling the retrieval of older emails.

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