How Setup the incoming email

ERPNext
1

I’ve created an email account with default incoming and outgoing settings, and everything works fine. I’m able to send emails through ERPNext using the Communications doctype. How can I view the incoming messages?

2

Hi,
You need to navigate to the “Communications List” available in the system’s menus. This is where you can find your inbox.

3

@Mohammed_Anas1

  • Incoming emails will be saved in the Communications doctype
  • Navigate to Communications List to see a list of incoming and outgoing emails

If there is any permission issue, Please let me know

4

I did see that I’m able to send the mail using the communication list but I’m unable to receive mail I have even done the incoming settings

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but unable to receive the email although I’m sending it from the email ID whose contact is saved.

5

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you settings should be like this @Mohammed_Anas1

6

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Even tried this are there any extra settings need to be done to execute it…?

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Please check this email permission for administrator account

8

@ShubhamKaushik i have a related question.

I have setup two emails in my system for two agents but in communication list both agents can view each others email. as am new to the platform please help me to set proper permission

9

By going to role permission manager you can do the permission setup for roles

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10

@kurian-benny
To ensure that each agent can only view their own emails in ERPNext, you’ll need to set up user permissions and role-based access control. Here’s a step-by-step guide:

1. Create Email Accounts for Each Agent

  • Go to Settings > Email Account and make sure each agent has their own email account configured correctly.
  • Ensure that the email is set up as Incoming for receiving emails.

2. Assign Roles to Each Agent

  • Go to Users and Permissions > Users and open each agent’s user profile.
  • Ensure that the correct roles (e.g., Sales User, Support User, etc.) are assigned to each agent based on their function.

3. Use User Permissions to Restrict Email Viewing

  • Go to Users and Permissions > User Permissions.
  • Click Add User Permission.
  • Select the User you want to restrict (one of the agents).
  • For the Doctype, select Communication (this is the doctype that stores all email interactions).
  • In the Apply To All Documents checkbox, uncheck it.
  • In the For Value field, select the agent’s Email Account that the permission applies to. This way, each agent will only be able to see communications related to their email account.
  • Save the permission.

Repeat this process for the second agent.

4. Check Role Permissions for Communication Doctype

  • Go to Users and Permissions > Role Permissions Manager.
  • In the Doctype field, search for Communication.
  • Select the role that both agents are assigned to (e.g., Sales User, Support User).
  • Make sure the role has the correct permissions (such as Read, Write, or Delete) but restrict View permissions as necessary.