Email Configuration
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      Staff Mailbox Configuration

      Table of Content

      • Why Connect You Email to the TMS
      • Mailbox Connection Options
      • Google Mailbox Connection
      • Microsoft Exchange Mailbox Connection
      • Front Mailbox Connection
      • What is needed for an IMAP Configuration

      Why Connect You Email to the TMS

      Setting up a mailbox configuration for TMS offers numerous benefits. By default, TMS relays messages on behalf of your staff email address, meaning our mail server sends messages through a relay service as if it were your email address. While this method is easy and moderately successful, some recipients with advanced knowledge might find it suspicious and mark your emails as spam.

      To enhance the quality of your emails sent from the Tai TMS, it is recommended to set up a genuine mailbox configuration in your staff profile and authorize the TMS to send emails using your mail provider. This configuration offers the advantage of having all the emails you send from the TMS also appear in the "Sent" folder of your mailbox.

      Mailbox Connection Options

      You have several options to connect your mailbox to the TMS:

      1. Google
      2. Microsoft Exchange
      3. Front Integration (Coming Soon)
      4. IMAP (Other)

      Google Mailbox Connection

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      To connect your mailbox, simply log in to your Google (Gmail) account. Follow these steps to authorize the connection:


      1. To initiate the authentication process, click on the "Sign in with Google" button in the mailbox connection modal.

      2. If you are not already logged into Google using the current browser, add your username and click "Next".

      3. Next you'll be prompted for your password. Enter it and click "Next."

      4. Once your username/password are accepted you'll see a product permissions page asking you to give Broker TMS permission to access your Google account. You'll be granting access to Broker TMS to Read, compose, send and delete emails from your Gmail. This is required for sending emails from TMS using your Google account. Click "Allow" to continue.

      5. Finally, you'll be shown a successful authentication message like the below. Click "OK" and you are now ready to send an email using your Google account in the TMS.

       

       

       

       

      Microsoft Exchange Mailbox Connection

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      To connect your mailbox to the TMS, you have the option of logging directly into your Microsoft Exchange account. However. This can be done by following these steps to authorize the connection:

      Note: Before doing so, make sure that "SMTP Authentication" is enabled on your Microsoft account.


      1. In the mailbox connection modal click the "Sign in with Microsoft" button to begin the authentication process.

      2. If you are not already logged into Microsoft using the current browser, add your username and click "Next."

      3. You'll be redirected to the appropriate Microsft Exchange provider (Microsoft, Outlook, Godaddy, etc.). Enter your password and click "Sign In."

      4. Once your password is accepted you should be shown a successful authentication message like the below. Click "OK" and you are now ready to send an email using your Microsoft Exchange account in the TMS.

       

       

       

       

       

      Note: Have in mind that for this authentication to work you need to enable authenticated client SMTP submission (SMTP AUTH). This SMTP AUTH is available in the Microsoft 365 admin center:

      Use the Microsoft 365 admin center to enable or disable SMTP AUTH on specific mailboxes

      1. Open the Microsoft 365 admin center and go to Users > Active users.
      2. Select the user, and in the flyout that appears, click Mail.
      3. In the Email apps section, click Manage email apps.
      4. Verify the Authenticated SMTP setting: unchecked = disabled, checked = enabled.
      5. When you're finished, click Save changes.

      For the step-by-step on how to do this for the Exchange Online PowerShell please refer to the Microsoft instructive on the following link: SMTP AUTH) in Exchange Online***

      What is Needed for an IMAP Configuration

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      In order to configure the Tai TMS to integrate with your mailbox you will need the following:

      • Outgoing Mail Server (example: smtp.gmail.com)
      • Username
      • Password

      The first step is to visit your staff profile and add the following.

      1. Make sure that your contact name and email address are accurate and that your email address is a match to the mailbox account you are trying to configure.

      2. Click the "Add Mailbox Configuration" button on the right-hand side of the page.

      3. Complete the form in the Mailbox Configuration modal and click "Request Authorization Token".

      4. You should receive an email from Tai Email Assistant with an Authorization link. Click the link to complete your setup.

      5. You should receive a successful authorization message in the browser. Next time you send an email from TMS it should use your mailbox configuration.

      SMTP Authorization with GoDaddy

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      Any email serviced through GoDaddy will require you to enable the SMTP Authorization setting. This is off by default and can be found under your Advanced Settings.

      Under "MyProducts" scroll down to your "Email" card and click "Manage". 

      Scroll down to the "Account Information" card and click on the link for "Advanced Settings". 

      This will open the "Advanced Settings" card where you can toggle "SMTP Authentication" to the "On" position. 

      You should see a pop-up explaining that the use of Multi-factor Authentication (MFA) may require the creation of an app password. You can either choose to create an app-password or disable MFA. Click "Continue" and your settings will be saved.