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View helpful articles, tutorials and FAQs on the set-up and configuration

of the FocalScope omnichannel suite, according to best practice.

FocalScope Reminders not sending notifications via email?

FocalScope Reminders are excellent for keeping track of sidelined tasks that will require focus in the near future. Email reminders are sent through either the system account (preferred method) or the personal email account of the user who authored the reminder. This article details the processes off setting up a personal and system accounts for use with FocalScope Reminders.

Tutorial

Setting up a system email account

  1. In the [Main menu], select [Screen > Administration]
  2. Click the [Administration] tab
  3. Navigate to the [Email accounts > System] folder
  4. In the right-hand pane, right click and select [New]
  5. Enter the email account details and test the send / receive functions


Figure 1 - System email account configuration


Setting up a personal email account

  1. In the [Main menu] select [Screen > Administration]
  2. Click the [Administration] tab
  3. Navigate to the [Email accounts > Username] folder
  4. In the right-hand pane, right click and select [New]
  5. Enter the user's email account details into the form and test the send / receive functions


Figure 2 - Personal email account configuration


Alternative method for setting up a personal email account

For this method to be used the user (or their group) should have been granted the [Create private e-mail accounts and dispatching rules] privilege. This setting can be configured as follows:


  1. In the [Main menu] select [Screen > Administration]
  2. Click the [Administration] tab
  3. Navigate to the [User Access Control > Security Policies] folder
  4. In the right-hand pane, double click the [Create private e-mail accounts and dispatching rules] privilege and the individual(s) or group(s) to which you want to grant this privilege





Figure 3 - Security policy for groups and users


  1. In the [Main menu] select [Configuration > Personal]
  2. Click the [Add] button and configure the email account details as shown in the previous sections of this article




Figure 4 - Alternative personal email account configuration


Additional Information





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