System Settings: Email Settings
The Email category on the System Settings screen allows you to configure the email addresses used for inbound ticket creation, outgoing ticket emails, and workflow notifications. Settings are organized across three tabs: Support Inboxes, Outgoing Email, and Workflow Email.
| IMPORTANT: Email addresses entered on the Outgoing Email tab and Workflow Email tab must be validated. See the Validating Outgoing Email Addresses article for more information. |
Support Inboxes
Rev.io automatically generates a ticket whenever a monitored email address receives an incoming email. The Support Inboxes tab allows you to configure one or more inbound mailboxes for your support system. Each mailbox can be set up with different routing rules for ticket creation, including the provider, ticket type, and user group to assign when a ticket is created from an incoming email.
Each field on the Support Inboxes tab is defined below.
| No. | Label | Definition |
| 1 | Active | Indicates whether the mailbox is currently active. |
| 2 | Email Address | The monitored email address where incoming emails will generate tickets. |
| 3 | Provider | The email provider used for the mailbox. Provider options include Office365 and Gmail. |
| 4 | Ticket Type | The ticket type to assign to tickets created from emails received by this mailbox. |
| 5 | User Group | The user group to assign to tickets created from emails received by this mailbox. |
These actions are available on the Support Inboxes tab.
- Add a new support mailbox by clicking the + Add Mailbox button. See the Add/Edit Support Inboxes article for more information.
- Search the mailboxes displayed on this tab by selecting a column from the dropdown and entering text in the Search field.
- Filter the mailboxes displayed on this tab by clicking Filter.
- Test the connection for a mailbox by clicking the play icon at the end of the row.
- Edit a mailbox by clicking the edit icon at the end of the row. See the Add/Edit Support Inboxes article for more information.
- Delete a mailbox by clicking the delete icon at the end of the row.
Outgoing Email
The Outgoing Email tab allows you to configure the name and email address that will display as the sender on emails sent from Rev.io for tickets, purchase orders, and other system communications.
Each field on the Outgoing Email tab is defined below.
| No. | Label | Definition |
| 1 | "From" Name | The name that will display as the sender on outgoing emails. |
| 2 | "From" Email Address | The email address that will display as the sender on outgoing emails. This address must be validated. See the Validating Outgoing Email Addresses article for more information. |
Workflow Email
The Workflow Email tab allows you to configure the name and email address that will display as the sender on emails sent from Rev.io in response to workflow notifications. See the Create/Edit Workflows article for more information on building out workflow notifications in Rev.io.
Each field on the Workflow Email tab is defined below.
| No. | Label | Definition |
| 1 | "From" Name | The name that will display as the sender on outgoing emails. |
| 2 | "From" Email Address | The email address that will display as the sender on outgoing emails. This address must be validated. See the Validating Outgoing Email Addresses article for more information. |