Email accounts

This section is available for users with the following roles: Administrator and Project Administrator.

This section lists email accounts set up for the email trigger functionality. Use this section to add new accounts and delete accounts that you no longer need.

At the top of the "Email accounts" section, in the Projects drop-down list, select the project with email accounts to display. You can change the way the information for each email account is presented as follows:

• Select the table columns to display for an email account using the menu icon on the right.
• Refresh the displayed information by clicking the refresh icon on the right.
• Reset the custom column settings by clicking the reset icon on the right.
• Select the number of items to display per page and navigate among pages by using the navigation menu in the bottom right corner.

By default, the following information is displayed for each email trigger.

Add email account

1. To add a new email account, click the plus sign in the upper left corner.

   The "Create new email account" dialog box appears.

2. Select an account type and specify the following properties.

   Google Gmail and Microsoft 365 account properties

   Property	Description
   Name	Specify a name for the account.
   Description	Specify the account description.
   Assign to project	Select a Kofax RPA project for the email account.
   Use OAuth	Select this option if you want to use OAuth user credentials and provide additional security. When you select this option, the password field becomes inactive.
   OAuth user	When you select to use OAuth user credentials, this field becomes active. The drop-down list contains all OAuth users associated with the selected email account provider and project. Select the required OAuth user from the list.
   Email	Specify the account login name.
   Password	Specify the account login password.1

   IMAP account

   Property	Description
   Name	Specify a name for the account.
   Description	Specify the account description.
   Assign to project	Select a project for the email account.
   Use opportunistic TLS	Select this option to encrypt connections with the email account provider using TLS.
   Host	Specify the IMAP host name.
   Port	Enter the port number for the selected IMAP host.
   Protocol	Select the protocol to use either IMAPS (IMAP over SSL) or IMAP.
   Email	Specify the email address.
   Password	Enter the password for the specified email address.

3. Click Test to test the connection. After the test connection has been executed, Management Console shows a message with an execution state (success or failure with a description).

4. Click Save for the changes to take effect.

Additionally, you can perform the following actions on email accounts from the context menu:

• Edit: Contains the same fields as the "Create new email account" dialog box.

To remove an account from the list, select it and click the bin icon. You are prompted to confirm deletion.