Setting Up Personal Email Mailboxes

In this article:

• How-To Video
• Setting Up a Personal Mailbox 
• Editing Personal Mailbox Details

Actionstep offers Office 365, Gmail, and SMTP mailboxes. These can be set up to be available to single users or all users in a system. This article describes the process of setting up mailboxes for individual users. (To learn how to set up system mailboxes, see Setting Up System Email Mailboxes.) 

How-To Video

Setting Up a Personal Mailbox 

To set up a personal mailbox:

1. In Actionstep, click your profile link.
   The My Profile page appears.
2. In the Email mailboxes section, choose which type of mailbox you want to set up:
   

   Add an Office 365 Mailbox	Click Add an Office 365 Mailbox. A sign-in page is displayed. Provide your Office 365 sign-in credentials. When finished signing in, you're returned to the My Profile page.
   Add a Gmail Mailbox	Click Add a Gmail Mailbox.  If prompted, choose an account and continue with the authentication process. Follow the on-screen prompts to provide your Google sign-in credentials. When finished, you are returned to the My Profile page. If you decide to remove Gmail access from Actionstep, you can remove all connections. To do this:  In Google, go to Manage Your Google Account settings.  Click Data & privacy on the left side the page.  Scroll to the Data from apps and services you use section.  Click the expand arrow next to Third-party apps & services.  Click Actionstep Application, and then click the arrow icon next to Actionstep Application.  Click Delete all connections you have with Actionstep Application.
   Add a SMTP Mailbox	Click Add a SMTP Mailbox. The Add a SMTP window appears. Enter the required information. If you are unsure of what to enter in these fields, work with the IT contact at your firm.

If you set up more than one personal mailbox, you can specify which mailbox will be used by default. To do this, click set as default next to the mailbox name. The currently assigned default mailbox is marked as such.

Now, when you compose an email, the default mailbox will automatically be selected. 

Editing Personal Mailbox Details

Once you set up your mailboxes, you can edit some of the details for the mailbox. 

To do this:

1. In Actionstep, click your profile link.
   The My Profile page appears.
2. In the Email mailboxes section, click Edit next to the mailbox you want to edit. The Edit Mailbox window appears.
3. Perform any of the following optional steps:
   • Review the information and update the Mailbox name, if needed. 
   • Click Send test email to test the connection by sending an email to the email address associated with the profile.
   • Click Reconnect if you are experiencing issues with the connection and you want to reset it. 
4. Click Save to save your changes or close the window.

Related Articles:

• Setting up System Email Mailboxes