Connect your email and phone

Connect your own mailbox and phone once, and the email you send from an order goes from your address, replies come back to you, and calls ring in your browser.

Connect your own accounts

1. 1Press your name in the top bar and choose Connections — Your email, calendar and phone.
2. 2Email — press Connect Google or Connect Microsoft. Sign in on Google's or Microsoft's own page in the pop-up; it closes itself when it's done.
3. 3Google Calendar — press Connect and choose which jobs go on your calendar.
4. 4RingCentral — press Connect RingCentral and sign in on RingCentral's page.

Each line shows its state — Connected (with Connected as …), Not connected, Needs reconnect or Unavailable — and a Disconnect button, which asks once before it acts.

You always type your own password on the provider's page; MoveBoard never sees it.

When it says Needs reconnect

The sign-in behind the account has expired or was withdrawn. Press Reconnect Google, Reconnect Microsoft or Reconnect RingCentral and sign in again. Until you do, mail from that box can't be read or sent.

The company mailbox

Admins set it in Settings › Communication › Email setup. It's where company email goes from when nobody's own mailbox is used.

• Login with Google or Login with Microsoft — grants MoveBoard access in a pop-up. Disconnect OAuth undoes it.
• Or by password: Email Address(Account), Password, SMTP Host, Port, Use SSL or Use TLS, then Save Info.
• Enable Outgoing Email — mail goes out from this mailbox. Saved the moment you switch it.
• Test Connection — checks it works.

A storage facility's own mailbox is set on its facility.

For admins: who's connected

Settings › Users & permissions › Users has Connections — every office person with their email, calendar and RingCentral state. Use Find a person, sort, or look at Need attention and Need reconnect. You can sign in on someone's behalf from their user window's Integration tab — they (or you, with their password) sign in on the provider's own page.

If something goes wrong

• Microsoft sign-in is available once the Microsoft key is added. — Microsoft isn't ready for your company yet; use Google or a password.
• Please enter an email address before enabling
• Test Failed: save the mailbox first
• Email is set by OAuth2 authentication. Disconnect OAuth to change.
• RingCentral's buttons greyed with Not turned on for your company yet — calling isn't switched on for your company.