Each user can set up one or multiple user profiles.  

For example, a receptionist could use 2 different profiles, a personal profile with personal professional email, and a second profile for reception, with a different email, such as a shared mailbox for reception.

The setup window will be slightly different depending on the sending and reception methods.

1.Click on Insert.

2.Enter a name for the profile and the email address to be used when sending emails with this profile.  

3.Check "Use this profile by default" if this profile is to be used most of the time for sending emails through PRIM.

4.Click on (Save).

5.Access to sending and reception settings will be unlocked once the profile is saved.  Select the proper sending and synchronization methods. Fields will be added depending on the selected sending or reception methods - either Outlook (5a), or SMTP for sending (5b) and IMAP or Pop3 for reception/synchronization (5c).

For sending method other than Outlook, the proper protocol, login ID, server addresses and ports must be set up to allow the synchronization. For additional information, see Synchronization Setup in advanced users section.

When creating the user profile, you will need to activate connection by clicking on the proper button (Activate connection). However, only the user indicated in the field "Name of the profile" can activate the connection.

To allow SMTP and IMAP methods for sending and receiving emails, Microsoft Office now requires the use of two-factor authentication (2fA). This procedure must have been implemented for the user account of the relevant email address BEFORE the activation of email profile for sending and receiving emails sing these methods.. This procedure is not required for Outlook sending and reception method. However, the use of the Desktop version of Outlook is required.

Change user profile/email address used to send an email
 

6.You can change the profile used to send a message with a different email address from the default one. For example, use the profile « General/Reception » to follow-up on an information request. When sending the email, just select the proper user profile to send the email. The user profile must have been created beforehand.

Delete a profile

7.Select the profile and click on (Delete).

Information in the top section will be displayed right away when the window opens, no need to add anything.

1.Select a profile in the list.

2.Move to the Signature section.

3.Using the text editing icons, add the elements of your signature as they will appear when you send messages.

You can insert a picture or the logo of the company to your signature.

4.Position the cursor where you want to insert the picture and click on (Insertion d'image).

5.Click on Choose files and search for the file on your workstation or enter the URL of the image location and click OK.

It's important to use this method to incorporate images to your signature. Although the "copy & paste" method seems to work, the image may not come out correctly when sent.

6.Repeat the operation if you have several profiles. For example, in addition to your employee profile, you are responsible for receiving emails from the company requesting information.

7.Click (Save).

Modify a signature

•Open the User settings window

•Select a profile and make the changes.

•Click (Save).