Email setup

Settings › Communication › Email setup connects the mailbox your company's emails go out from — quotes, confirmations, invoices, reminders.

Before you start

Anyone who can open Settings can set it up. You'll need the sign-in of the mailbox (for Google or Microsoft) or its mail-server details.

A storage facility's own mailbox is set on its facility. Each person's own mailbox is on their profile's Connections.

Connect the mailbox

1. 1Type the email address.
2. 2Press Get Recommended Settings. MoveBoard names the provider and offers its way in.
3. 3For Google or Microsoft, press Login with Google or Login with Microsoft. A pop-up asks the account to grant MoveBoard access, and closes itself when done.
4. 4For any other provider, fill in the server form — address, password, host, port, SSL or TLS — and press Save Info.
5. 5Press Test Connection.

Current Configuration then shows how the mailbox is connected. Disconnect OAuth removes a Google or Microsoft connection.

Enable Outgoing Email

Enable Outgoing Email — Mail goes out from this mailbox. It saves the moment you toggle it, once the mailbox exists.

Incoming Mail

Under the configuration, Incoming Mail says whether MoveBoard reads the mailbox — MoveBoard reads this mailbox — so a customer's emailed reply lands on its order like a text does.

• Read incoming mail switches it on or off.
• For a password mailbox, fill in the Incoming Mail Server (IMAP) and its Password (left empty, the stored one is kept).
• If it says This mailbox needs to be connected again to read mail., sign in again.

If something goes wrong

• Please enter a valid email address
• Test Failed: save the mailbox first / Save first; the test uses what is saved
• Your email settings couldn't be saved. Please check them and try again.
• This server requires an encrypted connection (SSL)
• Microsoft sign-in is available once the Microsoft key is added. — contact support.