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Configure email settings in Access Automate

Learn how to set up and configure your emails.

Written by Terence Cassidy

How do I configure email settings in Access Automate?

Configuring email settings in Access Automate is essential for ensuring your automation workflows send emails from the correct address. This guide provides step-by-step instructions for adding a new email address and troubleshooting common issues.


Adding a New Email Address

To change the email address your automation is sent from, follow these steps:

  1. Request Email Addition: Contact us via the MyAccess portal and request the team to add your desired email address to the system. This step is necessary to ensure the email address is recognized and available for selection.

  2. Select the Email Address: Once the email address has been added, navigate to the automation configuration settings. You will now be able to select the newly added email address in the From field.


Troubleshooting Email Selection Issues

If you encounter issues, such as the email selection field being greyed out, follow these troubleshooting steps:

  1. Adjust Configuration Settings: Ensure that the options for 'From Owner' and 'From Application Creator' are unticked. This adjustment will enable the newly added email address to appear in the selection list.

  2. Verify Email Addition: Double-check with the engineering team that the email address has been successfully added to the system.

By following these steps, you can successfully configure email settings in Access Automate and resolve common issues related to email selection.

Related Topics

  • Setting up automation workflows in Access Automate

  • Managing email templates for automation

  • Troubleshooting automation errors

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