Available in OroCRM Available in OroCommerce

Configure Email Settings per User

Hint

This topic is part of the Email Configuration in the Back-Office topic.

Note

You can configure email settings globally, per organization, per website, per user.

To configure email settings per user:

  1. Navigate to System > User Management > Users in the main menu.
  2. For the necessary user, hover over the More Options menu at the end of the row and click to start editing the configuration.
  3. Click System Configuration > General Setup > Email Configuration in the panel to the left.

Important

To change your own email configuration settings:

  1. Click on your username on the top right.
  2. Click My Configuration.
  3. Follow the steps described below.

Settings

On the Email Configuration page, define options applied to all the emails in the application.

Note

To change any of the system-wide options, clear the Use Organization check box first.

  1. Signature — Add a signature to the emails.

    • Signature Content — Specify the text and formatting of your signature. Bby default, the email signature body is empty.
    • Append Signature to Email Body — Define whether a signature must be added automatically or manually.
  2. Email Synchronization Settings — provide details to configure your personal mailbox. Select one of the options below:

    Note

    Please be aware that if the Account Type value has changed, a new mailbox will be registered and all data from the currently configured mailbox will be lost.

    • Account Type: Gmail is available when the application is integrated with Google and OAuth 2.0 for email sync is enabled.
      • Connected Account — The account connected to Gmail. Click Retrieve Folders to load folders from the connected account.
    • Account Type: Office 365 is available when the application is integrated with Microsoft Office365 OAuth.
      • Connected Account — The account connected to Office 365. Click Retrieve Folders to load folders from the connected account.
    Email synchronization settings for Office 365
    • Account Type: Other:

      • Enable IMAP — Select the check box to enable retrieving email messages
      • IMAP Host — Provide the IMAP Host, e.g. imap.gmail.com
      • IMAP Port — Provide the IMAP Port, e.g. 993
      • Encryption — Select the encryption type, SSL or TSL.
      • Enable SMTP — Select the check box to enable sending messages
      • SMTP Host — Provide the SMTP host, e.g. smtp.gmail.com
      • SMTP Port — Provide the SMTP port, e.g. 587
      • Encryption — Select the encryption type, SSL or TSL.
      • User — Provide your email address
      • Password — Provide your password

      Click Check Connection/Retrieve Folders. After successful connection, a list of folders will be loaded. Check the folders that you wish to be synchronized (e.g., Inbox).

      As an example, we have synchronized a Gmail mailbox with OroCRM, having previously turned on access for less secure apps. More details on how to synchronize your Gmail and turn on access for less secured apps can be found in the Use IMAP to check Gmail and Less secure apps & your Google Account topics.


Email synchronization settings configuration on the user level

  1. Email ThreadsDisplay Email Conversations As and Display Emails In Activity Lists As define how emails and replies are displayed to the users, as threads or separately. Two options are available: threaded and non-threaded.
  2. Reply — Define which button will be displayed as the default one: Reply is available by default with the Forward and Reply all options in the dropdown. The settings can be changed to have Reply all displayed at the top.
  3. Click Save Settings.

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