Managing Email Accounts

You can view and manage email accounts for all users from the System Configuration module via an administrative login. Individual users can manage their own assigned accounts via the User Configuration module in a recruiter login.

You can perform the following actions:

• View existing email accounts
• Modify an email account: change account settings such as account password, re-assign an account to another user etc.
• Disable an email account to temporarily block usage.
• Delete an email account

Common Tasks

1. Modify email account settings
2. Re-assign an account to another user
3. Share an email account with multiple users
4. Disable an email account
5. Delete an email account

1. Modify email account settings

To view all email accounts configured in the system follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Email' and click on the 'Accounts' data view.
- The right-hand pane will display list of all email accounts configured in the database.
- Click on an email account - the email account details page will be displayed.
- Make the required changes and click the 'Save' button.

2. Re-assign an account to another user

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Email' and click on the 'Accounts' data view.
- The right-hand pane will display list of all email accounts configured in the database.
- Click on an email account - the email account details page will be displayed.
- In the 'User Assigned To' drop-down select the new user to whom the account should be re-assigned and click the 'Save' button.

3. Share an email account with multiple users

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Email' and click on the 'Accounts' data view.
- The right-hand pane will display list of all email accounts configured in the database.
- Click on the email account to share - the email account details page will be displayed.
- In the 'Email Account Details' section, click on the icon next to 'Work Team'. The 'Sharing' dialog will come up.
- To select individual users with whom to share the account select the 'Users' radio button and then click on the users from the users list. Keep the 'Ctrl' key pressed to select multiple users.
- To share the account with a previously created Work Share Team, select the 'Work Team' radio button and then from the adjacent drop-down, select the desired Work Share Team.
- Click OK.
- Click the 'Save' button to save the changes.

4. Disable an email account

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Email' and click on the 'Accounts' data view.
- The right-hand pane will display list of all email accounts configured in the database.
- Click on an email account - the email account details page will be displayed.
- In the 'Status' drop-down select 'Disabled' and click the 'Save' button.

5. Delete an email account

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Email' and click on the 'Accounts' data view.
- The right-hand pane will display list of all email accounts configured in the database.
- Tick next to the email account to delete.
- Point to the 'Edit' menu and select 'Delete'.