This article explains how to connect your email account so you can send, receive, and manage communication in the platform. Once connected, email activity with clients and candidates is automatically tracked against their records, which saves time and reduces manual data entry.
⚠️ Important: Office 365 operated by 21Vianet is not supported.
Connect Your Email Account
Go to the menu in the upper-right corner of the system, then click User Settings.
In Email Settings, click Connect your email.
Click Email Type, then select the correct email provider for your account.
If you use Outlook, review the article about enabling two-factor authentication before you continue.
If you use IMAP or MS Exchange, enter the required fields such as the server host. Contact your email administrator if you do not know the correct values.
Complete the connection process, then wait for the sync to finish. Your email and calendar sync automatically after the connection is successful.
Access Synced Emails and Calendar
Click Email in the sidebar to view your synced emails.
Click the Calendar icon in the sidebar to view your synced calendar.
📌 Note: Two-way calendar sync is not available for email accounts connected through IMAP.
Troubleshoot Email Connection Issues
Open an Incognito window by pressing CTRL+SHIFT+N, then try to connect your email again.
If the connection works in Incognito, clear your browser cache, then try again in your regular browser.
Check the Email Type setting in the system, then make sure it matches your actual email provider.
For example, if you use Office365, select Office365 as the Email Type instead of Outlook.
If the issue continues, reset your email password, then reconnect using your new credentials.
If you still cannot connect your email, contact Vincere Support for further assistance.
📌 Note: For help with browser cache, see clearing your cache.
Best Practices
Use an Incognito window first when you troubleshoot email connection issues.
Update your email credentials in the system after you change your password.
Make sure the selected Email Type matches your email provider.
Add an email signature in the system to keep your communication professional and consistent.
Clear your browser cache regularly to help prevent sync issues.
FAQs
Q1: I am having trouble reconnecting my email after changing my password.
Answer: Open an Incognito window, then reconnect your email from there. If the connection works, clear your browser cache before trying again in your regular browser.
Q2: How can I resolve an email connection issue?
Answer: Start by opening an Incognito window and trying the connection again. If that works, clear your browser cache and retry in a normal browser window.
Q3: How do I forward an email from the system?
Answer: Only the original sender or recipient of the email can forward it because the email is synced to that specific email account.
Q4: I use Microsoft or Office 365 but cannot connect my email. What should I do?
Answer: Check that the Email Type is set correctly, then review the dedicated Office 365 connection article for more guidance.
Q5: I am experiencing syncing issues. Where can I find more help?
Answer: Review the Email Syncing Troubleshooting Guide for more detailed steps.