Setting Up a System Email Mailbox

In this article:

• Setting Up a System Mailbox 
• Editing System Mailbox Details
• Setting Up a Mailgun Mailbox
• How-To Video

Actionstep offers Office 365, Gmail, and SMTP mailboxes. These can be setup to be available to single users or for use by all users in a system. This article describes the process of setting up mailboxes which can be utilized by any user in your system.

Setting Up a System Mailbox 

To set up a system mailbox:

1. In Actionstep, go to Admin > Email & SMS. The Email & SMS page appears.
2. Click Edit for the Outbound email option. The Outbound Email page appears.
3. In the System 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 Outbound Email 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 Outbound Email 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 system 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. 

NOTE:  When you compose an email, the default system mailbox will automatically be selected if there are no personal mailboxes defined. In the case of personal mailboxes existing, the personal mailbox will appear first.

Editing System Mailbox Details

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

To do this:

1. In Actionstep, go to Admin > Email & SMS. The Email & SMS page appears.
2. Click Edit for the Outbound email option. The Outbound Email page appears.
3. In the System mailboxes section, click Edit next to the mailbox you want to edit. The Edit Mailbox window appears.
4. 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. 
5. Click Save to save your changes or close the window.

Setting Up a Mailgun Mailbox

Actionstep provides free email functionality which is provided by Mailgun (https://www.mailgun.com). This service allows you to send and receive emails using a unique Actionstep email address without any setup or configuration. If your Mailgun integration isn't already enabled, click Enable mailgun integration and follow the on-screen prompts.

How-To Video

Related Articles:

• About Using Email in Actionstep
• Working with Email in Actionstep
• Setting Up Personal Email Mailboxes