Once you've done this, two things will happen:ġ) Any time you send an email, it will be sent via your own email account, instead of via the Senta servers. You will be taken back to "Your profile". Gmail will then tell you that Senta would like to have offline access and ask if you wish to allow or deny this.ĥ) Click Allow. Once that's done it's ready to go.ģ) Click on "Allow Senta to read my Gmail"Ĥ) You will be taken to Gmail login page and may be asked to sign in. We ask Gmail for access, and it in turn asks you for permission. This step must be completed by someone with Administrator access to Senta.Įach user in the practice has to allow Senta access to their Gmail. So, here's how to enable it for the practice. Please reference the personal Gmail section of this guide for how to set this up.Įnable Gmail integration for the practice If you are using a personal Gmail account and you attempt to connect to Senta then you will see a message like the one below. If you are using G Suite you may need to authorise Senta to connect to your account first. To enable the Gmail integration, there are two steps:ġ) Enable Gmail integration for the practiceĢ) Each user must then authorise Senta to access their Gmail You can link Senta with pretty much any email service, but linking with Gmail is especially easy because you don't need to enter any server or account settings. How do passwords display on the email settings page?.Setting up Office365 integration with two-factor authentication.Each user must add their own email settings.
Enable email integration for the practice.Setting up Outlook, Exchange Office365 & other email integrations.Step 2: Each user must add their own email settings.Step 1: Enable email integration for the practice.Finding out who's completed their setup.Enable Gmail integration for the practice.It is important to set up your email integration as soon as you can, as otherwise any emails sent from Senta will come from the address and you will not be able to see replies sent from clients. This will show you emails between each client and everyone in the practice, under the Email tab on the client page - ideal for holidays and for making sure you have the complete picture for each client.
Once you integrate your email with Senta, you can send and receive emails via your Senta workspace, using your own email address. If you will be sending emails via Senta, it is important to set up your email integration so that Senta connects to your email account. Solution home Email and text messaging Setting up email in Senta Setting up the email integration
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