To link email accounts with ease:
1. Go to Settings > Multi Channels > Add new Account > Email
2.Fill in the required information:
Account Name: Create a friendly name of this email account - you can put any text of your choice
Email: You may use a different email address besides the email address used for logging in
Display name - Set the name displayed in the email. A check box is an option for you to automatically use the logged-in user's Contact name as the Display name.
Username - Fill in the email address you would like to integrate to Urban Seller.
Password - Use the Password of your email address.
Label Messages - Select a specific label for all incoming messages from this email account.
Select the "Skip Inbox for retried messages" checkbox so the emails to be added only in the selected Label Folder and not to go in the Inbox folder.
IMAP/SMTP - Use the suggested incoming/outgoing server settings and port numbers of your email domain.
Once the Incoming / Outgoing server settings have been filled in, please kindly click on the Test button in order to verify the information.
"Mark email as Read" check box - if checked, all emails from your email account linked to your Urban Seller will be marked as read.
In adding Gmail accounts, use these steps to guide you to complete the settings:
1. Refer to Google support for incoming and outgoing mail server settings. Username and password not working? Some apps require you to also turn on access for less secure apps before setting up IMAP connections.
2. In case of 2 step verification Gmail account, in the Incoming Server Settings the password has to be generated from Google App Passwords, see article and follow the steps.
3. Setup Email Privacy
Urban Seller allows you to integrate your email address and set it up as "Private" if you would like to limit the access of other agents to it.
Bear in mind that the agents with Admin rights will be able to see your Private emails.
You can Set your email address as Shared and select a specific agent who can also have an access to your emails.