Email configuration settings (IMAP)

Modified on: Mon, 20 May, 2024 at 11:47 AM

Getting Started

There are two ways that email settings can be configured: user-managed or support-provided (via Dash Start and Zoho).

User managed - a DASH user uses their own email client (Gmail, Outlook, Office365, etc) to configure their email functionality in DASH via IMAP or OAuth.
Support-provided (Dash Start emails via Zoho)- older functionality and requires the company to have been grandfathered into this configuration. We do not support this configuration unless you are the owner of an @dashstart.net address. With this configuration, we provide email hosting for the email functionality via Zoho Mail. If your company uses a Dash Start email setup and is receiving an authentication error, reach out to our Support team for assistance.

ATTN Gmail users see the "Zoho Email for Gmail Users" setup guide at end of the article. This will require you to get

ATTN Outlook/Microsoft users refer to this article - OAuth email settings for Microsoft

We advise that IMAP settings be set up by your office administrator, IT person, or whoever oversees your email client.
IMAP settings are specific to each email client (Gmail, GoDaddy, etc) and require access to the company’s email client. Whoever is setting up your email settings via IMAP can find all the information needed by Googling “IMAP settings for [email client name]” - an example would be: “IMAP settings for Gmail”.

Ensure that SMTP is enabled within your email client
Ensure that two-factor authentication is turned off within your email client settings
Generate an app password from your email client, depending on your email client's requirements
- An App Password is a 16-digit passcode that gives an app or device permission to access your account. You should be able to find instructions online on how to do this with your email client or contact your IT for help.
- The app password will be used in place of the email password when setting up the email settings in DASH.
Ensure that these domains and IP addresses are whitelisted (added to the approved list) within your email provider. If you do not have an IT person to assist you with this, simply Google search "how to whitelist domains and IP addresses for [insert email provider name]".
- Domains: sendgrid.net, sendgrid.com, nextgearsolutions.com, nextgearsolutions.net
- IP Addresses: 52.191.87.92, 52.191.87.93, 52.191.87.94, 52.191.87.95

Access Email Settings in DASH by hovering over "Administration" > clicking on "Employee / Security Settings" > click on "Email Settings".
Click "Edit" next to the Employee who needs email settings configured.
Under the "User Information" tab, fill out the "From Name" and "Employee Name" (these two fields will be the user's first and last name). Enter the employee's work email address.
Click on the "Incoming" tab and ensure that "IMAP" is chosen from the drop-down.
Within the "Server Information" section of the "Incoming" tab, fill out the appropriate server settings information based on your email client (suggested settings listed below for common email clients)
Under the "Log-In Information" section of the "Incoming" tab, fill out the employee's log-in credentials for their email account.
- NOTE: some email clients require an app password to be used in place of the email log-in password.
Click Save.
Now, click on the "Outgoing" tab.
Fill out the form under "Server Information" with your email client's appropriate server settings.
Enter the employee's credentials for their email account again under the "Log In Information" section.
- NOTE: some email clients require an app password to be used in place of the email log-in password.
Click Save.

Below are some common port setting configurations for common email clients:

See the attachment at the bottom of this article for our guide on how to set up email settings for Gmail (titled "Zoho Email for Gmail)

We advise that IMAP settings be set up by your office administrator, IT person, or whoever oversees your email client.
IMAP settings are specific to each email client (Gmail, GoDaddy, etc) and require access to the company’s email client. Whoever is setting up your email settings via IMAP can find all the information needed by Googling “IMAP settings for [email client name]” - an example would be: “IMAP settings for Gmail”.

Incoming Mail Server (IMAP): imap.secureserver.net
- Port: 993
- Check SSL
Outgoing Mail Server (SMTP): smtpout.secureserver.net
- Port: 465 or 587
- Leave SSL unchecked

If you use a different email provider than those listed above, see your IT person for the correct settings.

Attachments (1)

Zoho Email f....pdf
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