Email From Addresses allow you to send emails from your CoreBridge system using a personal or business email.
Table of Contents
Setting up Email From Addresses
Navigate to Settings / System / Email From Addresses.
To create a new Email From Address:
1. On the Email From Addresses page, click the Email From Address button.
2. On the Details tab, enter the Email Username and select the Email Domain from the dropdown.
Note: Email Domains must be created before an Email From Address can be created. Email Domains can be set up under Settings > System > Email Domains.
3. In the Permissions section, select the Email Type:
a. Personal – Only one person will use this email. Select the Employee who will use it from the dropdown.
b. Shared – Multiple users can use this email. Under Email From Address available to, choose All Employees, or limit access by selecting Employees in these Role(s): or Specific Employee(s): and selecting the roles or employees.
4. Click Save. The record is saved and authorization can be completed next.
Authorizing the New Email
After a new Email From Address is saved, it must be authorized before it can be used to send email.
1. Open the Email From Address record (from the Email From Addresses list, click the email address or the row).
2. On the Details tab, find the Authorization section. It shows the email provider (e.g. Google Gmail or Microsoft Outlook) and the email address.
3. Click the sign-in button (e.g. Sign in with Google for Gmail, or the equivalent for your provider). Complete sign-in in the window that opens.
Note: Any Email From Address that shows a Pending or unauthorized status must be authorized before it can be used.
4. After authorizing, the status in the Authorization section will update. You can return to the Email From Addresses list and use the Search or Filter options to find addresses and check their status.