The Account page allows administrators to set up and manage email account settings ensuring that emails are routed appropriately and accounts are active for their intended functions. Each account can be customised based on provider type, destination, and operational status.
Access the Account tab via Toku Admin Portal > Configuration > Email > Account.
Page screenshot is available below
Email Account Count: Displays the count of total number of Email Accounts in the selected LOB.
Add Account Button: There is a which can be used by an admin to create a new Email Account. Clicking on the button opens up new page to add the necessary details and create a new Account. More details can be read in Add/Edit Account section.
Search Tab: Allows users to search within 'Email Account' list dashboard. Users can search with any keyword from the Email or Account Type fields.
| Field | Description |
| The email address created by the admin user. | |
| Account Type | The chosen integration provider that the admin selected- either Google API or Microsoft Graph. |
| Destination | The specific support function or department inbox this email account will serve. |
| Skill | The skills tagged to this account so email can be routed to agent with required skill. |
| Status | Allows admin users to activate or deactivate the Account. Account will only be available in the agent portal when it is in Active Status. |
| Action |
Add/Edit Email Account: Add and Edit are two separate pages with the same fields. However, when Add Email Account page is opened all fields are empty, which are to be filled to create a new account.
On the contrary, the edit Email Account page opens up an existing email account with all the fields previously added/updated being shown. Using this page, Email Account details can be updated.
Cancel Button:
Clicking this takes user back to the Email Account dashboard without saving the changes in Add/Edit Email Account page.
Save Button:
This is used to save new account entries or save the updates to the account.
Fields in the Add/ Edit Email Template Form:
| Field | Description |
| Email address to be used for this account | |
| Account Type | Choose between Google API or Microsoft Graph to set the provider used for authenticating and connecting the email account. Google API is for Google Mail accounts, while Microsoft Graph is for Microsoft-based email services. |
| Destination | Select the specific support function or department inbox this email account will be used for. These are originally created in the Queue section. |
| Skills | Select the skill to associate this account with. Only 1 skill can be chosen per account. |
| Status | Active: When an Email Account is enabled, status is set to Active. Customer will be able to write in to this email address. Inactive: When an Email Account is disabled, status is set to Inactive. Customer will not be able write in to this email address. |
Note:
Fields marked * are mandatory and must be entered to successfully create or edit an Email Account.
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