Configure a Global E-mail Account

Play Button Icon 3-Minute Video: Configuring Global E-mail Accounts.

Use the Accounts page in the E-mail Options window to set up global e-mail accounts. From here Users can:

  • Add an account.
  • Edit or copy an existing account.
  • Delete an account.
  • Designate an account as the default account for sending e-mails from within CSM.
  • Find dependencies.

To configure a global e-mail account:

  1. In CSM Administrator main window, select the E-mail and Event Monitoring category, and then select E-mail Accounts and Settings.
  2. Click the Accounts page on the E-mail Options window.
  3. Configure an e-mail account:
    • Add button: Click to select the type of e-mail account to set up (POP, IMAP, or Exchange).
    • Edit button: Click to edit the settings for an existing account.
    • Delete button: Click to delete an existing account.

      Note: Users might have security rights to customize global e-mail account settings, so there are several options when deleting an e-mail account. See Delete a Global E-mail Account for more information.

    • Copy: Click to copy the settings from an existing account, then edit the settings as necessary.
  4. Configure the account:
    1. Define settings for a global POP or IMAP account.
    2. Define settings for a global Microsoft Exchange account.
  5. Spell Check E-mail: Select this check box to have CSM spell check e-mails as a message is typed (misspelled words are underlined with red lines).
  6. Make Default Account: Click this button to make the selected account the default account for sending e-mails.
  7. Find Dependencies: Click this button to show other CSM Items using the selected e-mail account (ex: An E-mail and Event Monitor).
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