BlueTie Email – New email with Enterprise already created
- Website Update is needed. Double check the subscription product in Salesforce
- Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
- Click on Enterprises on the left-hand corner then hit search
- Click on the company’s business name.
- Once highlights, click on login to enterprise. This will bring up the enterprise manager home page.
- Click Create Account under the alphabet
- Create the username. This will be the name before the @.
- Create the password. This will be the city name with the zipcode and ! ex. Oakdale55128!
- Enter the same password for verify password.
- Add in the first name and the last name. If you don’t have a last name use *
- Enter the phone number from Salesforce then hit next.
- Make sure the Pro Email is selected under the price plan and then hit finish.
- This will bring you back the Enterprise Manager home screen. Select the username.
- Under the profile, select Email Alias. You will select Add New alias and select option two. It will be the username that was created with the domain. Once that is selected, hit create.
- The email aliases should read the username@domain. Ex: xxxx@xxx.com after that looks correct, hit done.
- You will be brought back to the email profile screen. Double check the email looks correct under the email.
- Select Security Settings on the middle bar.
- Under User Account Settings, make sure requires a new password upon login is created, select Do not require updates from this user and change the 5 to a 10 in lock account after invalid login attempts. After those are changed, hit save.
- Once that user is set up click View Accounts under Enterprise Manage to get back to the main screen.
- The username will show username.enterprise name.
- If needing to set up more than just 1 email, please follow steps 16 – 30 until all emails are setup.
- When email(s) address(es) are setup, chatter the AC in the website update case with the username and password. Please say the following: “ @xxxx here is the username and password. Please give the client a call to pass the information.”
- If an email needs to be sent, remind them to delete the sent email and then delete the email out of the delete folder. We don’t want passwords out there.
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