Configuring the Email Manager Overview

Configuration Overview

Configuring the Email Manager for use involves the following :

  1. Creating a number of HelpMaster Job Templates, Action Templates and Email Templates that the Email Manager will use to log jobs, action jobs and send email.
  2. Configuring your email environment so that all of your email inboxes can be scanned
  3. Configuring the Email Manager Mailbox Folders
  4. Configuring the Email Manager service
  5. Creating Email Manager Profiles.  These are the rules that the Email Manager will execute on your incoming email.

It is recommended that you perform each of these steps in the order listed above.