Setting up Global Email Notification Settings

This article is outdated and has been merged into our wider document on Email Notifications in DeskDirector.

The global configuration for email notifications can be accessed via the admin console > Email > Settings

  • Server host - is your DeskDirector URL and any custom domains added to the instance. This value is used inside email templates that reference the DeskDirector URL token.
  • Email delivery account - this is the default global delivery account that will be used. This can be changed anytime where you can use any email delivery account you will setup.
  • Test receiver's email - Any email address added to this field will be BCC'd on any email our system sends out.
  • Allow auto login for client portal link - For more information regarding auto login, visit this article.
  • Login token expiry time - here you can update the token's expiry time
  • File link expiry time - relates to DeskDirector's file storage setup
  • Adaptive card provider - Used for actionable messages.

Notifications Settings - Tutorial

26 STEPS

1. Open DeskDirector Admin Portal and click Email.

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2. Click Settings.

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3. Click the server host drop-down to select the server URL.

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4. Select your DeskDirector URL. If there are any custom URLs they will be displayed here.

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5. To set or change the email delivery account, click the three-dot menu beside it.

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6. Click Change Account.

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7. You can choose between different email delivery accounts. Click Default.

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8. Click Select.

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9. To view the details of the selected account, click the three-dot menu again.

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10. Click View Account.

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11. Here, you can see the details of this email delivery account.

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12. To test if the email delivery account is working, click the three-dot menu once again.

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13. Click Test Account.

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14. Type an email address to receive the test email.

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15. Click Send test email.

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16. If the email is successfully sent, you will see the success message. Click Cancel to go back.

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17. Click the Test receiver's email textbox.

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18. Enter an email address to receive copies of the test emails, sent through the DeskDirector account. Type an email address.

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19. Emails sent may contain links to the Client Portal. To allow automatic login for those links, click the auto-login toggle switch to on.

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20. To set the expiry time for the auto-login token, click on the login token dropdown.

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21. Select the period from the list. Click One Hour.

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22. To set the expiry time for the file links in the emails, click on the File link dropdown.

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23. Select the period from the list. Click One Day.

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24. Next, if you have adaptive cards set up for DeskDirector, you can insert its key into this textbox.

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25. Click Save to save all the changes.

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26. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2346844/Emails---General-settings

View and Edit Delivery Accounts - Tutorial

20 STEPS

1. Open DeskDirector Admin Portal and click Email.

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2. Click Delivery Accounts.

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3. Here, you can see all the accounts added in your DeskDirector instance. Click Default.

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4. On the account details page, click the three-dot menu.

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5. To view past emails sent through this account, click Delivery Records.

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6. You will see records of the past emails sent.

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7. Click Default in the path menu, to go back.

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8. Click the three-dot menu again.

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9. This time, click Test.

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10. Now you can send a test email to check if the account is active. Type an email address.

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11. Click Send test email.

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12. If the email was sent, you will see the success message. Click Cancel to close this window.

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13. To change the email ID of the sender, click Setup.

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14. Type the new Email Address.

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15. Click Setup to save.

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16. To change the email ID of the No-reply sender, click Setup.

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17. Type the new Email Address.

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18. Click Setup.

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19. On the right sidebar, you can see the names of the Brand packages and Queues that are using this email account.

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20. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2349840/View-and-edit-delivery-accounts

Assign delivery accounts to brand packages and queues - Tutorial

17 STEPS

1. Open DeskDirector Admin Portal and click System.

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2. Click Brand Packages.

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3. Click the Brand Package that you want to edit.

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4. Click the three-dot menu under the Email Delivery Account field.

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5. Click Setup Account.

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6. Select the delivery account that you want to assign to this package.

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7. Click Select.

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8. The email delivery account is now assigned to this package.

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9. Next, click on Email in the side menu.

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10. Click Notification Events.

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11. Select the board events for which you want to change the email delivery account. Here, click the Alerts event.

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12. Click the three-dot menu in the Email delivery account section.

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13. Click Change Account.

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14. Select the account that you want to assign.

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15. Click Select.

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16. This email delivery account is now assigned to these events.

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17. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2349873/Assign-delivery-accounts-to-packages-and-queues

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