How to Configure Incoming and Outgoing Email
Overview
Configuring your email channels enables BoolDesk to automatically convert incoming emails into tickets and send outgoing notifications to users. You can configure these settings using standard SMTP/IMAP protocols or, for Microsoft 365 users, the more secure Microsoft Graph API.
Step-by-Step Guide
1. Navigate to Email Settings
Start by accessing the email management section.
From the main menu, go to Settings (1).
Under the
Generalsection, click on Email (2).Click the Add Email button (3) to create a new channel.
2. Configure General Settings
In the "General" tab, define how the email account will appear to users.
Display Name: Enter the name users will see when they receive an email (e.g.,
BoolDesk Email).Email Address: Enter the primary email address for this channel (e.g.,
[email protected]).Default Mail: Toggle this on if you want this address to be used for all system notifications by default.
3. Configure Incoming Email (Microsoft Graph API)
Switch to the Incoming Email tab (1) to set up ticket creation from emails.
Auth Type: Select Microsoft Graph API from the dropdown menu.
Email: Re-enter the email address to be monitored.
Client App Id & Tenant Id: Paste the Application (client) ID and Directory (tenant) ID that you copied from the Azure Portal during the app registration process.
Test Connection: Click this button to verify the credentials.
Enabled: Ensure the toggle is turned on to start fetching emails.
4. Configure Outgoing Email (SMTP)
Switch to the Outgoing Email tab (1) to enable sending notifications.
Auth Type: Select SMTP (or Microsoft Graph API if preferred).
Email: Enter the sender address.
Password (Secret Key): Enter the password for the email account.
Server & Port: Enter your mail server details. For Outlook/Microsoft 365, use
smtp-mail.outlook.comand port587.Test Connection: Click to verify that BoolDesk can send emails.
Click Save to finalize your email channel configuration.
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