How to assign/bulk assign email account/s to a client

Managing email accounts efficiently is crucial for client-based services. As an administrator, you may need to assign individual or multiple email accounts to a specific client. This guide will walk you through the process of assigning email accounts, whether individually or in bulk, ensuring a seamless management experience.

Assigning an Email Account to a Client

To assign a single email account to a client, follow these steps:

1. Access the Email Account Section

   • Log in to your admin panel and navigate to the email account management section.

2. Select the Email Account

   • Browse through the list and select the specific email account you wish to assign to a client.

3. Go to the Management Tab

   • Click on the "Management" tab to access client assignment options.

4. Add Client

   • Click on the "Add Client" option and select the client from the available list.

5. Save Changes

   • Click "Save" to confirm the assignment.

For a visual demonstration, you can refer to the following video tutorial.

Bulk Assigning Email Accounts to a Client

If you need to assign multiple email accounts to a client at once, follow these steps:

1. Go to the Email Account Section

   • Open the email account management section in your admin panel.

2. Select Multiple Accounts

   • Check the boxes next to the email accounts you want to assign to a client.

3. Go to Bulk Update

   • Click on the "Bulk Update" option to access batch management tools.

4. Navigate to the Management Tab

   • In the bulk update menu, go to the "Management" tab.

5. Add Client

   • Click "Add Client" and select the appropriate client from the dropdown list.

6. Save Changes

   • Click "Save" to finalize the bulk assignment.

For a step-by-step walkthrough, watch this video tutorial:

Additional Notes and Best Practices

• Ensure Proper Client Selection: Double-check that you are assigning the email accounts to the correct client to avoid mismanagement.

• Use Bulk Assignment for Efficiency: If handling large numbers of accounts, bulk assigning saves time and ensures consistency.

• Regularly Review Assignments: Periodically verify that email accounts are assigned to the correct clients to maintain organized records.

• Utilize Video Guides: The provided video tutorials offer a visual representation of the steps, making it easier to follow along.

By following these steps, you can efficiently assign email accounts to clients, either individually or in bulk, ensuring a smooth administrative workflow.