Create email account(s)

Modified on Mon, 26 Jan at 2:38 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.


In Yuki, you can adjust various settings to personalize your experience and work more efficiently.


Within Yuki, Office functionality is available that allows you to retrieve mail sent to your own email address(es) also within your Yuki domain. You can then also send email from your own email address from within Yuki. This makes Yuki email a web alternative to Outlook. Yuki handles e-mail based on POP3 and SMTP.


An email account is only viewable by the owner of that email account, so these settings need to be gone through by the user himself.


An accountant cannot set this up for a user. After all, email is personal and not accessible to every user or back office in the domain.




In Yuki, you can define the following personal settings:

  • Preferences
    Personal preferences regarding your desktop, the Archive, your email, etc.
  • My profile
    Your contact card with all associated information.
  • Display settings
    Personal settings regarding your navigation bar and the menu bars in all your screens.
  • Email accounts
    Overview of your created email accounts.
  • Change password
    Change the password for your login domain.



Access to personal settings

All saved settings, such as your emajl accounts, are centralized within your domain and organized into logical categories.


To access these settings:

  • click on the Settings icon in the navigation bar
  • then, in the now-opened screen, in the Personal section click on Email accounts.
    OR
  • click on the Email icon in the navigation bar
  • then, in the nw-opened screen, click on Email accounts.



Set your email account



Here you can see an overview of your email accounts in Yuki.


This email account is separate from the email address from which Yuki sends the sales invoices, for a description of this see article Email sending options (email account and mail server) .


Create or change email account

Click on > in front of an email account to change the settings of that email account.


Click on the + (New) button to create a new email account.


The following screen is opened:



To create an email account, follow these steps.


Step 1. Use this e-mail address only for sending e-mail can be ticked, in which case Yuki will not retrieve any email and will use this address only for sending email.


Click on the Next button which opens the following screen:



Step 2. This is where you enter the username and password. The username can be the same as the email address but it does not have to be. Using the email address you entered on the first screen, the software determines which POP3 server to use to retrieve the mail. It may happen that Yuki doesn't know which POP3 server to use and you will be asked to enter this yourself. Should this happen, first try mail."Your websitename".nl if that doesn't work, you should contact your provider.


Step 3. Click on the More options button so you can enter the advanced POP and SMTP settings.



Step 4. Once you've entered your settings, the next screen allows you to specify whether you want all attachments included with the email to be saved directly to the archive. You can choose between the "To be handled by Yuki" folder or the "Tp be filed by me" folder. You can also choose to have your messages deleted from the server after you receive them, but only if your provider allows this.



Step 5. If you click on the Done button, Yuki will verify the email settings and then send an email to the set email account to activate the account. After confirmation, you can use your email address.



If you have chosen to only send your mail with Yuki, you will not get the mail in Yuki and you will have to do the verification from another place, e.g. Outlook. 


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