MoveBoardConnect your own mailbox and phone once, and the email you send from an order goes from your address, replies come back to you, and calls ring in your browser.
Connect your own accounts
- Press your name in the top bar and choose Connections — Your email, calendar and phone.
- Email — press Connect Google or Connect Microsoft. Sign in on Google's or Microsoft's own page in the pop-up; it closes itself when it's done and the row turns Connected at once (or shows why it didn't connect).
- Google Calendar — press Connect and choose which jobs go on your calendar.
- RingCentral — press Connect RingCentral and sign in on RingCentral's page.
Each line shows its state — Connected (with Connected as …), Not connected, Needs reconnect or Unavailable — and a Disconnect button, which asks once before it acts.
You always type your own password on the provider's page; MoveBoard never sees it.
When it says Needs reconnect
The sign-in behind the account has expired or was withdrawn. Press Reconnect Google, Reconnect Microsoft or Reconnect RingCentral and sign in again. Until you do, mail from that box can't be read or sent.
The line under it says why — for example Stopped working: Google says this mailbox's connection no longer works. MoveBoard checks your mailbox every few minutes; when the check finds it refused, Connections says Needs reconnect too, and goes back to Connected once it works again.
If you work in more than one branch
You have a mailbox in each branch you work in. Under Email, Your mailbox in each branch lists every one of them — the branch name, its state and the address. A branch that isn't Connected has its own Connect Google / Connect Microsoft buttons (or Reconnect …): press one and sign in, and that branch's mailbox is fixed without moving to the branch. The branch you're in is marked this branch and uses the buttons above.
The red envelope: "your email connection stopped working"
A red envelope blinks in the top bar when a mailbox can't send — yours, your company's or a storage facility's — in any branch you have ticked in the branch picker. Press it to see which branch, which address, and what Google, Microsoft or the mail server said. For your own mailbox press Open Connections (it moves to that branch first when needed), or fix it straight from Your mailbox in each branch.
The company mailbox
Admins set it in Settings › Communication › Email setup. It's where company email goes from when nobody's own mailbox is used.
- Login with Google or Login with Microsoft — grants MoveBoard access in a pop-up. Disconnect OAuth undoes it, after asking Disconnect this mailbox?.
- Or by password: Email Address(Account), Password, SMTP Host, Port, Use SSL or Use TLS, then Save Info.
- Enable Outgoing Email — mail goes out from this mailbox. Saved the moment you switch it.
- Test Connection — checks it works.
A storage facility's own mailbox is set on its facility.
For admins: who's connected
Settings › Users & permissions › Users has Connections — every office person with their email, calendar and RingCentral state. Use Find a person, sort, or look at Need attention and Need reconnect. You can sign in on someone's behalf from their user window's Integration tab — they (or you, with their password) sign in on the provider's own page.
If something goes wrong
- Microsoft sign-in is available once the Microsoft key is added. — Microsoft isn't ready for your company yet; use Google or a password.
- Please enter an email address before enabling
- Test Failed: save the mailbox first
- Email is set by OAuth2 authentication. Disconnect OAuth to change.
- RingCentral's buttons greyed with Not turned on for your company yet — calling isn't switched on for your company.