Setting Up the User Email Client

How To: Set the Email Client for your user profile

Environment: Enterprise (ver. 21.3.211.350 or later)

Security Requirements:

  • System Options
    • Open a User
    • Save a User

Procedure:

In the User window:

  1. Enter your username in the User Code field, and Press the Tab key.
    Click image to enlarge
    User Profile window; Shows location of the User Code field.
  2. Select the Email tab.
    Click image to enlarge
    User Profile window; Shows location of the Email tab
  3. Using the Email Client drop-down list, Select the email client you will be using.
    *Note: The list of available clients is configured by your system administrator.
    Click image to enlarge
    User Profile window; Shows location of the Email Client drop-down list.
    1. If using Outlook or MAPI, continue to step 8.
    2. If using Office 365 (or other Microsoft Account), or Gmail Continue to step 5.
  4. Enter your email address in the Email Username field.
    *Note: This field must be a complete email address.
    Click image to enlarge
    User Profile window; Shows location of the Email Username field.
  5. Enter your email password. (Optional)
    *Note: Do Not Enter your email password if you are using Outlook, MAPI, Office 365, or Gmail email clients.
    Click image to enlarge
    User Profile window; Shows location of the Email Password field.
  6. Enter your email signature. (Optional)
    *Note: This is a plain text signature only, and does not support images or formatting.
    *Note: Do Not Enter a signature if you are using Outlook or MAPI email clients.
    Click image to enlarge
    User Profile window; Shows location of the User Code field.
  7. Save and Close the User window.
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