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Can Workspace Admins configure additional email services besides those of the Organization?

Required Workspace Admin Permissions

You can perform this operation if and only if you have Workspace Admin permissions. A Delegate or another Workspace Admin can give you those permissions.

Check Who's a Delegate? to learn more about roles and permissions.

Introduction

eLegere sends email notifications to warn Users about actions, tags, replies, account updates, and other changes. As Workspace Admin, you can configure email services in your Workspace Settings to manage these notifications besides the services already made available by your Organization.

Click on your Workspace's name on the top left of the screen. Click on the icon next to your Workspace name to access Workspace Settings: your Workspace administration panel.

Check What are Workspaces? to learn more about Workspaces and Workspace Settings.

Click on the Email Servers tab on the left sidebar.

In this panel you can

  • See any existing Email Servers. Your Workspace inherits Email Servers from your Organization.
  • Add new Email Servers.
  • Update or Delete Email Servers.

How to add a new Email Server

Follow the steps below to add a new Email Server to your Workspace.

  1. Click on Add Email Server.

  2. Select an email server type and set the required settings.

    Settings requirements may differ for each email server type. Check the Required Parameters section to learn how to set up each service.

  3. Fill the required fields, then click on Test Connection. If the test succeeds click on Next.

    Warning

    You will not be able to proceed if the test fails. Check your parameters and try again.

  4. The last step is a summary of the parameters you set. Check that everything is correct.

    If you need to change something click on Back. If everything is correct click on Complete.

You will see the new Email Server in the Email Servers panel of Workspace Settings

Success

You have added a new Email Server to your Workspace.

Required Parameters

This section lists the required parameters to configure each service.

Microsoft Graph

Configure the following settings in case you've selected the Microsoft Graph type:

  1. Name: A descriptive name you assign to this configuration to easily identify it.
  2. Account: The account's name used for the server.
  3. Tenant ID: The unique identifier of your organization in Azure Active Directory.
  4. Client ID:The unique identifier of the application you registered in Azure. You obtain it when you create a new App Registration in the Azure portal.
  5. Certificate: Microsoft Graph supports authentication via certificates for daemon/service applications. It's typically a file in .pfx or .cer format.
  6. Certificate Alias: Name that identifies the specific certificate to use. Required when the certificate contains multiple keys.
  7. Certificate Password: The password protecting the certificate file (if the certificate is in .pfx format). It's used to decrypt the private key contained in the certificate during authentication.

SMTP

Configure the following settings in case you've selected the SMTP type:

  1. Name: A descriptive name you assign to this configuration to easily identify it.
  2. Server: Insert here the server's address.
  3. Port: Specify the server's access port.
  4. Use SSL: Check in case the authentication requires the SSL.
  5. Account: The account's name used for the server.
  6. Sender Address: All the emails sent with this service will display the specified address as sender.
  7. optional Password: If the service requires it, type the password.

How to update an Email Server

To update an Email Server click on Settings in the server tab.

Note

You can't update any server inherited from your Organization.

Update any settings in the Update Email Server window. Click on Save to proceed, or on Cancel to abort the action.

Success

You have updated an Email Server in your Workspace.

How to Delete an Email Server

To delete an Email Server click on Delete in the server tab.

Note

You can't delete any server inherited from your Organization.

eLegere will ask for confirmation before deleting the Email Server. Click on Delete to proceed, or on Cancel to abort the action.

If you're deleting an email server used by a Custom Action or Scheduler, a window will ask to choose a replacement before deleting.

Choose a replacement server from the drop-down list, then click on Delete to confirm the deletion or Cancel to abort.

Success

You have deleted an Email Server from your Workspace.