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Configure incoming and outgoing email accounts

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Created by Steve.Hawkins, last modified by Anthony.Rinaldi on Jul 18, 2016

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When you install Web Help Desk, you can continue through the Web Help Desk Getting Started wizard to set up incoming and outgoing email accounts if you are ready to do so.

Each incoming mail account is associated with a specific request type, an optional tech group, and an outgoing mail account (SMTP server) used to deliver outgoing mail. For example, you could have an incoming mail account for all IT tickets, another account for HR tickets, and yet another for Facilities tickets. Web Help Desk checks the Incoming mail accounts each minute for new messages, processes the messages into tickets, and deletes the processed messages from the incoming mail server.

If you are not ready to set up email accounts, you can skip this step and configure them later from the Web Help Desk web console. To continue without configuring email, click Skip this step.

  1. Complete the incoming and outgoing server options as required.

  2. Expand Advanced.

  3. In the Incoming Mail Port field, enter the port number for incoming mail.

    By default, Web Help Desk uses your first configured incoming mail account request type as the default. After you complete the Getting Started Wizard, you can update your email account information at Setup > E-Mail.

  4. In the SMTP port field, enter the port number for outgoing mail.
  5. Complete the remaining fields and check boxes as required.
  6. Click Test to test your email address.

  7. Click Next to continue.

The Getting Started wizard provides options for configuring the default admin account, as described in the next topic.

 
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Last modified
21:43, 18 Jul 2016

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