Settings required for adhoc outbound email
The outbound email button appears on the Outbound panel of the Agent Portal:
This button is only displayed if the following requirements are met:
Requirement | User who configures the setting | Configuration |
---|---|---|
Outbound emails feature is enabled for the reseller that manages the company | Platform owner | In the Administrator Portal, go to Organisations > Resellers and, for the appropriate reseller, tick the checkbox for Allow companies the ability to have outgoing emails |
Outbound emails feature is enabled for the company | Reseller administrator | In the Administrator Portal, go to Organisations > Companies and, for the appropriate company, tick the checkbox for Allow outgoing emails |
User role has the appropriate two privileges enabled | Company administrator | In the Administrator Portal, go to Staff > Roles > General tab and, for the appropriate user role, tick the checkboxes for Handle Emails and Handle Outbound Emails |
Email text blocks have been set up | Company administrator | In the Administrator Portal, go to Agent Assets > Text Blocks and either add or edit a text block(s) with the Type parameter set to Email and the Template Enabled checkbox ticked |
User must not have a current active email | Agent or supervisor | In the Agent/Supervisor Portal, the user must not have an email that is currently active |