Skip to content
MoveBoardHelp

Email setup

Connect the mailbox your company's emails go out from — Google, Microsoft or your own mail server — and let MoveBoard read customers' replies.

2 min readChecked October 20, 2026
Owner & admin

Settings › Communication › Email setup connects the mailbox your company's emails go out from — quotes, confirmations, invoices, reminders.

Before you start

Anyone who can open Settings can set it up. You'll need the sign-in of the mailbox (for Google or Microsoft) or its mail-server details.

*This page is the company's mailbox only. A storage facility's own mailbox is set on the facility — Settings › Storage › Facilities, its Communications tab (the note under the company's mailbox links there). Each person's own mailbox is on their profile's Connections.*

Connect the mailbox

  1. Type the email address.
  2. Press Get Recommended Settings. MoveBoard names the provider and offers its way in.
  3. For Google or Microsoft, press Login with Google or Login with Microsoft. A pop-up asks the account to grant MoveBoard access, and closes itself when done.
  4. For any other provider, fill in the server form — address, password, host, port, SSL or TLS — and press Save Info.
  5. Press Test Connection. With the password box left empty (for example after you reload the page) it tests the saved password — you never need to type it again. If you type a password or change a field first, it tests what you typed without saving it; press Save Info to keep it. A changed address or server is only tested with a typed password.

Current Configuration then shows how the mailbox is connected. Disconnect OAuth removes a Google or Microsoft connection — it asks Disconnect this mailbox? first and acts only on the red Disconnect.

Enable Outgoing Email

Enable Outgoing Email — Mail goes out from this mailbox. It saves the moment you toggle it, once the mailbox exists.

Incoming Mail

Under the configuration, Incoming Mail says whether MoveBoard reads the mailbox — MoveBoard reads this mailbox — so a customer's emailed reply lands on its order like a text does.

  • Read incoming mail switches it on or off.
  • For a password mailbox, fill in the Incoming Mail Server (IMAP) and its Password (left empty, the stored one is kept).
  • If it says This mailbox needs to be connected again to read mail., sign in again.

If something goes wrong

  • Please enter a valid email address
  • Test Failed: save the mailbox first / Save first; the test uses what is saved
  • Your email settings couldn't be saved. Please check them and try again.
  • This server requires an encrypted connection (SSL)
  • Microsoft sign-in is available once the Microsoft key is added. — contact support.
Was this helpful?
Next in SettingsEmail and text templates