Email Setup

– Email service setup is used for adding email configuration details which is used for sending email.
– This email service setup section can be accessed by admin logins.
– Here, we have two type of email services,
– SMTP
– SendGrid

1. SMTP
This service has fields for saving SMTP configuration details. This section also has fields for From Email address and From Name which is used while sending email from upper hierarchy (used from admin login).

2. Sendgrid
This service has fields for saving Sendgrid configuration details. This section also has fields for From Email address and From Name which is used while sending email from upper hierarchy (used from admin login).

Email Signature Setup
– Email signature setup is used for adding email signature which is used while sending email from Cases > Dashboard > Send Email.
– This email signature setup section can be accessed by agents, users, and admin logins.
– Here if signature is available in user’s own login, then system will take that signature while sending email otherwise signature will be taken from admin login in hierarchy.