Email Addresses


Intro

The Email Addresses screen in Admin enables you to add, remove, and verify email addresses that can then be used in businesss rules and other notifications.


Prerequisites

In order to access the Email Addresses screen and add, remove, and/or verify email addresses, you must be assigned the SUPERUSER role.


Access

The Email Addresses screen can be accessed by navigating to Admin > Company > Messages > Email Addresses.


Add and Verify Email Address

In order to verify an email address, complete the following steps:

  1. Navigate to Admin > Company > Messages.
  2. Select Email Addresses from the navigation menu on the left.
  3. Click on the Create option.
  4. Enter a valid email address for which you have access.
  5. After the email address has been created you should see an overview of the newly created email address with the checkbox “Verified” unchecked, along with three additional actions (Synchronize, Delete, Verify).
  6. Click on Verify to send a verification email to the address you entered.
  7. Click on the verification link sent to the email address you entered.
  8. On the record overview of the email address you entered, select the Synchronize button.
  9. If you verified your email address successfully the “Verified” checkbox will now be checked.

Business Rules

After an email address has been added and verified, it can be used in business rules that trigger email notifications.