Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Configuring a default email account

Updated on June 1, 2021

To configure a default email account, complete the following steps.

  1. Create an operator with the CPQ:Administrators access group or add this access group to an existing administrator operator. See Creating an operator ID and Access groups.

  2. Log out of your application, then log in again by using the operator that you created or updated with the CPQ:Administrators access group and the password that you specified for this operator.

  3. In the Records Explorer section, click Integration-ResourcesEmail Account.

  4. Click the PegaComm-FW-CPQ-Work email account.

  5. Update the fields as necessary and save the changes.

  6. To verify the email sender or the email receiver information, click Test Connectivity for the corresponding section.

    Result:

    If the connectivity test is successful, on the Sender Test results screen, the Status displays as Good.

    If the connectivity test fails, use the notes in the Message section to troubleshoot the issue, then try the connectivity test again.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us