Setting Up Email Accounts

This guide explains how to set up email accounts in Logistiqo. Depending on your email provider, you can connect your mailbox using Microsoft 365, Gmail, or another mail provider via mail server settings.

Important:
Email settings can only be changed by users with the required administrator permissions.

Microsoft 365

Use this option if your company email accounts are hosted with Microsoft 365.

Connecting Microsoft 365

1. Go to Settings > Email > Microsoft 365 > Connection.
2. Click Connect Microsoft 365.
3. You will be redirected to Microsoft.
4. Sign in with your Microsoft 365 account.
5. Approve the requested permissions.
6. After successful confirmation, the mailbox is linked to Logistiqo.

Logistiqo only requests the permissions required for email synchronization, sending emails, and reading basic profile information.

Managing Microsoft 365 Shared Mailboxes

After connecting Microsoft 365, shared mailboxes can be managed in Logistiqo.

1. Go to Settings > Email > Microsoft 365 > Shared Mailboxes.
2. Click Scan Tenant to scan the Microsoft 365 tenant for available mailboxes.
3. Select the desired mailbox from the table or create a new entry.
4. Check the mailbox details and define whether the mailbox should be used for synchronization, sending emails, or for a specific area such as sales, dispatch, accounting, info, or no-reply emails.
5. Click Save.

If Sync Enabled is active, Logistiqo can synchronize emails for this mailbox.
If Send Enabled is active, Logistiqo can send emails using this mailbox.

Gmail

Use this option if your company email account is hosted with Google Gmail or Google Workspace.

Connecting Gmail

1. Go to Settings > Email > Google Gmail > Connection.
2. Click Connect Gmail.
3. You will be redirected to Google.
4. Sign in with your Google account.
5. Approve the requested permissions.
6. After successful confirmation, the mailbox is linked to Logistiqo.

Logistiqo only requests the permissions required for email synchronization, sending emails, and reading basic profile information.

Other Mail Providers

Use this option if your email provider is not Microsoft 365 or Gmail, or if you want to connect the mailbox manually using IMAP/SMTP settings.

For this setup, you first create a mail server and then create one or more mail accounts under that server.

Creating a Mail Server

Use this option if your email provider is not Microsoft 365 or Gmail, or if you want to connect the mailbox manually using IMAP/SMTP settings.

1. Go to Settings > Email > Other > Mail Server.
2. The table at the top shows all existing mail servers.
3. Click New in the toolbar to create a new mail server.
4. In the Mailbox section, enter the settings for incoming emails. These settings are required if Logistiqo should also receive or synchronize emails from the mailbox. Depending on your provider, this usually includes the mailbox server, port, protocol such as IMAP or POP3, authentication, and SSL/TLS settings.
5. In the SMTP section, enter the settings for outgoing emails. These settings are required so that Logistiqo can send emails from the connected email account. This usually includes the SMTP server, port, authentication, SSL/TLS settings, and, if required, additional options such as proxy or host certificate verification.
6. Click Save in the toolbar.

If you only want to send emails from Logistiqo and do not want to receive or synchronize emails, you can leave the incoming mailbox settings empty and only maintain the SMTP settings.

Note:
The required server addresses, ports, protocols, and security settings are provided by your email provider or IT administrator.

Creating a Mail Account

After creating the mail server, you can create one or more mail accounts.

1. Go to Settings > Email > Other > Mail Account.
2. The table at the top shows all existing mail accounts.
3. Click New in the toolbar.
4. Fill in or adjust the following fields:
   • Mail Server: Select the mail server you created before.
   • Email Address: Enter the email address of the mailbox.
   • Mail Username: Enter the username of the mailbox. Depending on the provider, this is often the same as the email address.
   • Mail Password: Enter the password of the mailbox.
   • Displayed Name: Enter the name that should be shown when sending emails, for example a company name or a person’s name.
   • Reply To: Optionally enter a different reply-to address.
5. Activate the account by selecting Active.
6. Click Save in the toolbar.

Testing the Mail Account

After saving the mail account, you can test whether emails can be sent successfully.

1. Enter an email address in the Test Mail Receiver field.
2. Click Send Test Mail.
3. Check whether the test email was received successfully.

Assigning a Mail Account to a User

After creating a mail account, you can assign it to a user.

1. Go to Administration > Users.
2. Select the user from the table at the top.
3. In the user settings, select the desired mail account in the Mail Account field.
4. Click Save.

The selected user can then use the assigned mail account in Logistiqo.