Help CenterPlatform · Settings

Email Accounts

Set sender identity (name, title, type) for a client's mailboxes and connect your own via SMTP/IMAP.

Set sender identity (name, title, type) for a client's mailboxes and connect your own via SMTP/IMAP.

Overview

Email Accounts (Settings) manages the sender identity for this client's mailboxes and lets you connect your own mailbox over SMTP/IMAP. Edit each sender's name, title, and type inline (changes auto-save), and these values power signatures via the senderName and senderTitle merge fields.

How to use this page

  1. 1
    Select the client

    Pick the client in the top-right switcher to load their assigned email accounts.

  2. 2
    Edit sender settings

    In the sender table, edit the Sender Name, Title, and Type inline. Changes auto-save shortly after you stop typing.

  3. 3
    Connect your own mailbox

    Use the connect option to add a mailbox via SMTP/IMAP, or reconnect one that has stopped sending.

What the buttons do

Sender name / Title / Type
Inline sender identity fields that auto-save and feed signatures.
Connect a mailbox (SMTP/IMAP)
Adds your own mailbox as a sending account.
Reconnect
Re-authenticates a mailbox that needs reconnecting.

Common questions

Do I need to click save?

No. Sender name, title, and type auto-save after you stop typing.

How do these values reach my signature?

Sender name and title fill the senderName and senderTitle merge fields used in signatures.

What is the difference from Admin email accounts?

This page covers sender identity and mailbox connection for the selected client. The admin email accounts view manages accounts and send windows across the operation.

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