Zoho Workerly lets you configure a Zoho Mail account or a third party email account via POP3.
An important point to note here is that Zoho Workerly uses Zoho Mail to fetch emails and display them within Workerly. Therefore, whether you wish to configure a Zoho Mail account or a third party email account via POP3, it is mandatory for you to have a Zoho Mail account.
Once you have a Zoho Mail account, you can add multiple mailboxes (whether Zoho Mail or other services) under POP3 accounts. Note that only one mailbox can be active at a given point of time.
To set up a custom email account via POP3
Note
The email accounts added in Zoho Workerly via POP3 can be made public, private or shared among a specific group of users.
To set up email sharing settings
Private - Do not share Emails with colleagues | In this option, your Email account configured inside Zoho Workerly is private. Other users cannot view Emails received from your temps and contacts. Who can use this option? CEOs and other Top Management team can use this option to keep their communication with customers confidential What can you do?
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Custom - Share Emails from the selected temps and contacts | In this option, users can share the Emails received from the selected temps and contacts. So other users can view your Emails from the selected customer records. Who can use this option? Managers directly responsible for day-to-day customer interaction can use this option. What can you do?
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Public - Share Emails from all Temps and contacts | In this option, users can share the Emails received from all temps and contacts. Other users can view your received Emails from the all customer records. Since Emails from all the records are shared globally, you cannot view the Share Email check box in Temp or Contact page. Who can use this option? Sales Reps and Managers directly responsible for day-to-day customer interaction can use this option. What can you do?
How can I restrict sharing of Emails from colleagues and specific customer domains? You can restrict viewing of Emails from your company Email domains and specific customer domains by excluding the required Email domains. With this option, you can only view the Emails received from these excluded domains like personal account. Please note, in this option emails received from other Email domains are globally shared with all users in your Zoho Workerly account. Why there is no default for a "Complete Sharing" option? To protect the privacy of Email conversation with customer. |
When you change the password of your POP account, you also need to update the password under Settings, in Zoho Mail to continue retrieving emails without any problem. If you have a wrong password, the emails will not be retrieved in your Mail account.
To change an incoming password
To change an outgoing password
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