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Table of Contents

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Overview

Integration with Email allows ConnectSecure to send outbound emails for notification and report scheduling.

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Getting Started

Navigate to Global > Integrations > Office 365 Email Here

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Settings/Integration > then tap the Email tile.

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Setup

Credentials

Complete the required fields and tap Update to continue:

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Associated Company: Leave blank to associate for all companies.

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Event Set

This is where you tell the integration what events should generate an alert. Tap the Add button to view and add your desired event sets.

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Give the Event Set a name of your choosing, select a Notify By option, and select the Event Set(s) you want to create the alert(s) for.

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Tap on the Category name (expand style menu) to see the individual Event Sets based on Category.

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Use the checkboxes to select the Event Sets, then tap the Save button. Upon doing so, you will be prompted with a Confirmation box asking if you want to create an Integration Profile or save your event set.

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configure the Event Set (Alerts).

Refer to our KB here for details on Event Sets: https://cybercns.atlassian.net/wiki/x/UYCugg

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Integration Rules

Here, we define which email address will be notified based on the above-configured Event Set(s) from above.

Complete the required fields to save.

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Event Set: Select the Event Set for the associated email profile to use.

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Company Mapping

This is where you map your ConnectSecure company to the Integration Rule(s) and can enable the ‘Create Email Alert’ box to enable this rule.

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Info

You can map a company without selecting an Integration Rule.

image-20240607-192129.pngImage Added

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Get Support

If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.

https://cybercns.freshdesk.com/en/support/login

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