{% extends "base.html" %} {% block title %}Email Account · {{ role.name }}{% endblock %} {% block content %}
{{ icon("back", 14) }} People

{{ role.name }}'s Email Account

{{ role.email }}

{% if provider not in ('local', 'elsewhere') %}

{{ providers[provider] }}

{% if last_error %}Problem {{ last_error }} {% elif (provider == 'microsoft' and ms_signed_in) or (provider != 'microsoft' and has_password) %}Connected {% else %}Not connected yet{% endif %}
{% endif %}

Which email provider is {{ role.email }} with?

{% for value, label in providers.items() %} {% endfor %}

Connect Gmail with an App Password

An app password is a separate 16-letter code that lets {{ product.name }} send and read email for this account. It isn't your normal password, and you can cancel it at any time.

  1. Sign in to {{ role.email }} and turn on 2-Step Verification (Google requires it for app passwords).
  2. Open App passwords, type {{ product.name }} as the name, and click Create.
  3. Copy the 16-letter code Google shows and paste it below.

Server Details

Your email provider's help pages list these as "IMAP" and "SMTP" settings.

Emails to {{ role.name }} go to {{ role.email }}. When an automation expects a reply, the reply rules travel with the email, and their copy replies from their own address. Back-and-forth conversations work the same way.

Sign In with Microsoft

{% if not ms_ready %}

Microsoft 365 needs a one-time setup before anyone can sign in. Add the Microsoft app ID under Settings → Microsoft 365, then come back here.

{% elif sign_in and sign_in.status == 'waiting' %}

1. Open {{ sign_in.url }}

2. Enter this code: {{ sign_in.code }}

3. Sign in as {{ role.email }} and click Accept.

This page updates by itself when you're done. Codes last about 15 minutes.

{% elif sign_in and sign_in.status == 'failed' %}
Sign-in didn't finish: {{ sign_in.error }}
{% elif ms_signed_in %}

Signed in{% if sign_in and sign_in.account %} as {{ sign_in.account }}{% endif %}

{% else %}

You'll sign in on Microsoft's own page and come straight back. {{ product.name }} never sees your password.

If Microsoft says the reply address doesn't match, your IT admin needs to add {{ ms_redirect }} to the app registration under Authentication → Mobile and desktop applications.

{% endif %}
{% endblock %} {% block scripts %} {% endblock %}