Configuring Zoho Mail Add on

Administrator Functions

The important functions of the Administrator in the process of configuring Zoho Mail add-on for Zoho Recruit are:

Subscribe to the Zoho Mail Add-on
Activate Zoho Mail Add-on to the Users
Set up Mail Account(POP)
MailMagnet for instant email notifications 

Subscribe to Zoho Mail Add-on

1. Log in to Zoho Recruit with Administrator privileges .
2. Click the Upgrade link.
3. In the Manage Subscriptions page, click Manage corresponding to your edition.
4. In the Manage Subscription page, choose the Number of Zoho Mail Add-on Users from the drop-down list.
5. Click Upgrade.
   For this transaction, the already existing credit card details will be used.

Activate Zoho Mail Add-on to Users

1. Click Settings tab.
   
2. Click Manage Add-ons.
   
3. Choose the users under Manage mail add-on and move them from "Admin Recruiters/Recruiters" to "Mail add-on enabled users".
   
4. Click Update.

Notes:
If the Zoho Mail Add-on is deactivated, users cannot perform the following:

1. Configure Zoho Mail Add-on
2. Fetch Emails from Zoho Mail to Zoho Recruit
3. View the Email tab
4. View Share Email and Users drop-down list options
5. View Emails sent from Zoho Mail in Zoho Recruit and vice versa
6. View Reply and Reply All options

User Functions

Once the administrator has configured and enabled the Zoho Mail add-on, you have to set up the mail account by configuring the POP service for your Email account. By default, after subscribing the Zoho Mail Add-on, Zoho Mailbox will be configured and ready to use.

Set up Mail Account (POP)

1. Log in to Zoho Recruit.
2. Open the Zoho Mail service at: http://www.zoho.com/mail/ or click the Email tab in your Zoho Recruit account.
3. In Zoho Mail, click Settings > Mail Accounts > Add POP3 Account.
   
4. Enter the required details to configure POP service for your Email account.
   
5. Click Save.
See also

Important Note: If your Email address contains @zoho.com or hosted Email domain in Zoho Business, you need not configure the POP account in Zoho Mail. You can directly select the mail box from the Zoho Mail Add-on page.

To Select the Mail box:

1. Click Settings tab.
   
2. Click Email add-on setup.
   
3. Select the Email account from the drop-drown list.
   
4. Click Update.
   

Configure Mail Add-on

While configuring Zoho Mail Add-on, you can share the customer Emails with other users (Public) or keep personal (Private) in your Zoho Recruit account.

To set up personal email account

1. Log in to Zoho Recruit.
2. Click Settings > Email add-on setup.
3. In the Mail Add-on setup page, do the following:
   
   - Choose the Mailbox that you want to configure with Zoho Recruit.
   - All the POP accounts that you have set up will be available in the list.
   - Choose the Personal Account option.
4. Click Update.

Note:
The email address that you select here will be used when you send emails to the candidates, clients and client contacts from the Zoho Recruit account.

To set up account sharing with only admin

1. Log in to Zoho Recruit.
2. Click Settings > Email add-on setup.
3. In the Mail Add-on setup page, do the following:
   
   - Choose the Mailbox that you want to configure with Zoho Recruit.
   - Choose the Account Sharing with only Admin option.
4. Click Update.

To set up email account with selected records sharing option

1. Log in to Zoho Recruit.
2. Click Settings > Email add-on setup.
3. In the Mail Add-on setup page, do the following:
   
   - Choose the Mailbox that you want to configure with Zoho Recruit.
   - Choose the Account with record-level sharing option.
4. Click Update.
   You can choose individual records and then select the Share Email checkbox under the Email Related List.

To set up email account with all records sharing option

1. Log in to Zoho Recruit.
2. Click Settings > Email add-on setup.
3. In the Mail Add-on page, do the following:
   
   - Choose the Mailbox that you want to configure within Zoho Recruit
   - Choose the Account with complete sharing option.
   - In the Exclude Domains field, specify the Email domains to be excluded from sharing.
4. Click Update.