Before You Begin
Credentials: Have your email login credentials (username and password) ready.
MFA/2FA: If your provider (like Gmail or Outlook) uses Multi-Factor Authentication, you may need to generate an App Password before starting this setup.
Access: Ensure the Mail Manager module is enabled for your user profile.
1. Open the Mail Manager: Log in to your Dazos instance and click on the Mail Manager module icon located on the left-hand navigation bar.
2. Initiate Configuration: Click the Configure Mailbox button prominently displayed in the middle of the screen.
3. Select Your Account Type: Click the Select Account dropdown menu and choose your email provider (e.g., Gmail, Office 365, or a custom IMAP/SMTP server).
4. Authenticate Your Account: Follow the on-screen prompts to link your email.
For Google or Microsoft 365, you will be redirected to an authentication page to sign in securely.
For Custom Servers, you will need to manually input your username, password, and server settings.
5. Click “Save”: Once the authentication is complete or the details are entered, click the Save button at the bottom of the screen to finalize the connection.
Verification / Expected Result
After clicking save, your inbox should begin to load within the Mail Manager interface. You can verify the connection by sending a test email to yourself from within the CRM to ensure both incoming and outgoing mail are functioning correctly.
Troubleshooting / Common Errors
Authentication Failed: If you use a Gmail or Outlook account with 2FA, ensure you are using a generated App Password rather than your standard login password.
Mailbox Not Loading: This can occur if the IMAP settings are disabled in your email provider's main settings. Ensure "Enable IMAP" is turned on in your Gmail or Outlook web settings.
Permission Denied: If the Mail Manager module does not appear on your sidebar, contact your administrator to ensure the module is enabled for your user role.