Set up user email accounts
Reminder: system and user email setup
There are two steps in setting up email in Case Manager:
- System email settings
- Employee/user email settings for each user
System email set up includes the global signature for blank emails, global email server details, Case Manager's system email and other email options, including those for invoice emails.
User email set up includes setting your email address, your signature for blank emails and your email server details (when required).
This page summarises the setup instructions for each employee/user.
Employee email accounts are usually set up at the Employee List. Select Lists > Employee List from the main menu and select the employee.
Email address
You must add an email address to the main employee details section to enable the employee to send emails from Case Manager.
Email server details
You usually need to configure email server information in the Email Server tab.
This depends very much on which version of Case Manager you are running and what kind of email setup you have at your business. See Email server configuration: an overview.
Email signature for blank emails
When an email template does not contain any content or when you create a blank email, a signature may need to be automatically added.
The user's email signature settings specify whether this happens and what the signature is. See Email signatures for details.