需要考虑的事项
- 所需用户权限：
- 限制：
- 其他信息：
- 如果拥有项目电子邮件工具“管理员”级别权限的用户使用下面的步骤创建了“默认通讯对象”列表，则该列表的成员将收到在项目的电子邮件工具中创建和发送的所有邮件，或通过入站电子邮件地址发送到电子邮件工具的邮件。包括标记为“私密”的邮件。
步骤
你可以使用以下步骤为电子邮件工具配置以下高级设置：
配置电子邮件工具的设置
- 导航到项目的电子邮件工具。
此时将显示“电子邮件”页面。
- 点击配置设置
图标。
这将显示"电子邮件设置"页面。
- 完成以下数据输入：
-
Inbound Email Address. The system automatically assigns an inbound email address to every project the Emails tool is active in. When someone sends an email to this address, their message and its attachments are stored in the project's Emails tool in their native file format (for example, if the sender attached a DOC or PDF to the email, it is stored as a DOC or PDF).
Notes:
- Anyone who knows the project's inbound email address can use it to upload content directly into the project's Emails tool without having to log in to Procore and upload content. This is useful when the message sender does not have a user profile in your company's Directory tool.
- The system automatically creates the inbound email address. If you have any questions about this address, please contact support@procore.com.
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Communications Settings. Users with 'Admin' level permissions to the project's Emails tool will be able to use the communication settings within the Emails tool to control who is able to send emails to the project's inbound email address. You can choose from the following settings:
- Anyone: Anyone can send an email into Procore.
- Company: ONLY company directory users can email into Procore.
- Project: ONLY project directory users can email into Procore.
Note: The communication setting is set to Anyone by default.
-
Communications 'Private' By Default. Mark this checkbox to make new emails 'Private' by default. A private email can only be viewed by its recipient(s). Remove the checkmark to make all emails visible to any user with permission to access the Emails tool.
Note: This is the default setting.
-
Default Distribution. Select recipients and distribution groups from this list to add them to the default distribution list for the project's Emails tool.
Important!
- If a user with 'Admin' level permission to the project's Emails tool creates a 'Default Distribution' list, the members of that list will receive all messages that have been created in and sent from your project's Emails tool or sent to the Emails tool via the inbound email address. This includes all messages marked 'Private'.
- To ensure that your project's sensitive communications remain private, its recommended that you always use discretion when adding members to this list and that you also inform project users of any specific guidelines associated related to communications with the Emails tool.
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Copy Tags From Another Project. If you have created tags to use for classifying email in another project, you can copy those tags from another project. This list only displays the project in your company's account you have granted access permission to. See How do I use Tags/Keywords in Procore?
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点击更新。
这将保存你的配置设置。
设置电子邮件工具的用户权限
- 导航到项目的电子邮件工具。
- 点击配置设置 图标。
- 在右侧窗格中，点击权限表。
- 从以下选项中选择：
- 如果用户未与权限模板关联，则可以通过点击“无”、“只读”、“标准”或“管理员”列直到出现以下符号之一来更改他们对电子邮件工具的权限：
访问。绿色对勾表示用户已被授予访问权限。
没有访问权限。红色对勾表示用户未被授予访问权限。
- 注意：
- 如果用户拥有公司目录的"管理员"级别权限，则你无法通过电子邮件工具修改该用户的访问权限。
- 如果用户与权限模板相关联，则你不能通过电子邮件工具修改该用户的访问权限。请参阅管理项目权限模板。
- 完成后，点击返回以返回电子邮件工具。
你的用户权限更改将自动保存。
.