Messaging Accounts

3 min

Email accounts for messaging are set up under the Administration → Messaging → Messaging accounts menu structure.

Creating a new configuration

As a pre-requisite for OAuth authentication, you may refer to Office365 Modern Authentication - EmailTst

When creating a new Messaging Account, you can select from templates that provide the default settings for common services.

The form below shows a completed IMAP (Inbound) account.

Testing credentials

Once all the configuration data has been entered, press the ‘Test’ button to test the authentication. If the test was successful, you should see a popup banner at the bottom of the screen. If the test was unsuccessful, a message will be displayed outlining the response received from the server.

Troubleshooting

Here are some troubleshooting steps you can take should any of the scenarios below occurs:

Scenario	Troubleshooting steps
Servicely not receiving emails	Ensure that there is an active Messaging account for inbound emails, e.g. IMAP. Testing the Message account record’s connection and authentication should also be successful Ensure that the “Inbound email processing” Job is activated. It is typically located in https://<instancename>.servicely.ai/#/Job/c0a8058967a5167a8167bf5bcef406ee
Servicely not sending emails, e.g. Emails in the SystemEmail table are stuck in the “Ready” status	Ensure that there is an active Messaging account for outbound emails, e.g. SMTP. Testing the Message account record’s connection and authentication should also be successful Ensure that there is one outbound Messaging account record that had been marked as Default Ensure that the “Outbound email processing” Job is activated. It is typically located in https://<instancename>.servicely.ai/#/Job/c0a8058967a5167a8167bf47b70d06a3