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How to enable email integration - Optional

This article will show you how to use the email integration in the platform, to allow you to send email invitations and more from the platform.

Contents

Pre-requisites

Configure settings

Testing the integration

Additional settings

Email reminders 

Pre-requisites

  • An account in your chosen Email platform (Office365, G Site and SendGrid SMTP)

  • For the chosen Email provider, a Password/App Password for the sending email account

Configure settings

Only Cloud Navigator users with the Administrators Role can access the settings area within Cloud Navigator to set up Email integration.

Settings (Cog) - Email (Sidebar)

First enter the ‘Email Outgoing Address’, next enter ‘Password/App Password’. Once these fields have been populated you then select ‘Enabled’

Testing the integration

To test connectivity, enter a recipients Email address and then press 'send.

Additional settings

You can add a hyperlink to your Cloud Navigator instance for easier access for your users by using the Cloud Navigator URI field. You can also add your company logo to all outgoing Emails by providing the URI where Cloud Navigator can obtain your logo

Email reminders 

You can send regular emails to your Cloud Navigator users reminding them to access Cloud Navigator and provide the required information to accelerate the data capture. Choose the cadence of Email reminders from the list below.

Settings (Cog) - Email Reminders (Sidebar)

To contact AppScore sales or support for any reason at all, simply email cloudnavigator-support.gb@softwareone.com and one of the team will get back to you. If your issue is urgent, please mark the email as URGENT in the subject line.

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