Setting up Global Email Notification Settings

Edcel Ceniza Updated by Edcel Ceniza

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

How did we do?

Email Notifications Overview

Setting up Office 365 Mail Delivery

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