10.11 User Email Account Maintenance

*This document will show you how to associate Users with Dealership email accounts
For instructions on how to set up a Dealership Email Account KB 1635 Click Here

How to Setup

Navigate thought the left menu: *System > Maintenance > Users > Choose User > General Security > Email
Master Users: Can see and grant access to all active email accounts. Department Managers: Can grand access to their department staff for Email accounts they have access to. They will not be able to grant access for Accounts they are not a member of.
Click the Email drop-down menu, select the desired email, and click ok.

Membership Options

Default: This address will be used while sending all emails from Workplan and Contact files Member: User will have access to the account in the email manager, but outbound emails will not come from this address None: Removes all access to the selected account
Each email account must be assigned to the User, as either Default, Member, or None.

Note:

• Only 1 Default account can be set. If none of the Email Accounts are set to Default membership, outbound emails will send from the address in the header of the User profile.

• No other permissions are required to use the Email Accounts.

• If a new Email account is added while users are logged in, they need to log out and back in to see and add the new account.

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Once an email account has been assigned to a User, a new Email icon will appear at the top right of the software.
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To review Email Manager KB 1621 Click Here