Configure User E-mail Settings

Use the E-mail page in the CSM Options window to configure the following User e-mail settings:

• Adding a new e-mail account.
• Editing or copying an existing account.
• Deleting an account.
• Designating an account as the default account for sending e-mails from within CSM.
• Finding dependencies.

Good to know:

• The ability to use e-mail within CSM and configure personal e-mail settings depends on your E-mail security rights.
• If your system administrator has configured Global e-mail accounts and made them available to Users for sending e-mails from within CSM, these accounts are listed on the E-mail page. If you have E-mail security rights, you can edit Global e-mail accounts for your own personal use and customize the default settings with your personal settings.

To configure User e-mail settings:

1. Open the CSM Options window.

   To open the CSM Options window:

   1. Form the CSM Desktop Client Main pane, click Tools>Options.
2. Click the E-mail page.

   

3. Configure a personal e-mail account or customize a Global e-mail account.
   • Add button: Click to configure a new personal e-mail account (POP, IMAP, or Exchange).
   • Edit button: Click to edit the settings for an existing account.
   • Delete button: Click to delete an existing account.

     Note: You cannot delete global e-mail accounts.

   • Revert: Click to remove your personal settings and revert to the default settings for a global e-mail account.

     Note: This button replaces the Delete button if you select a global e-mail account that you have customized with your own personal settings.

   • Copy: Click to copy the settings for an existing account, and then edit the settings as necessary.
4. Define e-mail account settings:
   1. Define personal POP or IMAP Account settings.
   2. Define personal Microsoft Exchange Account settings.
5. Spell check e-mail: Check this box to have CSM spell-check e-mails before they are sent.
6. Make default account: Click this button to make the selected account the default account for sending e-mails within CSM.
7. Find dependencies: Click this button to display other CSM Items using the selected e-mail account (ex: An E-mail and Event Monitor).
8. Click OK.

   Note: For more information about e-mail accounts and how to use e-mail in CSM, refer to the E-mail documentation.