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Navigation | Emails | File Server | API | Single Sign On | Credit Cards

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Navigation

Menu > Admin/Manager > System Setup > Account Information > Connections

The Connections portion of System Setup is here to connect with other other systems via the interface.

For a full list of 3rd party apps we integrate with, please refer to the Integrations guide for more info.

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Emails

Incoming Emails

This is where you setup an "Incoming Email Address" for the purpose of getting reply emails back into Workamajig. This is a unique email address for your domain. Do NOT use current user's mailbox for this purpose.

For more on this, please refer to the Project Conversations: Email Setup guide.

Outbound Emails

System Email - Default: blank: Must use a legitimate email address that is connected to your company's domain. This can be the first step in filtering for email recipients. By default outgoing email will be shown to be coming from the senders email address, but the mailserver domain will be from Workamajig. Many email security appliances will flag this as SPAM. You can filter to the defined System Email you have setup to override the SPAM designation. This system email address will only be used where the Sender is not a clear person, such as notifications.

Force System Email - Default: unchecked: If checked, all outbound email will use the System Email field as the From: address. This includes conversations. If this box is checked and the System Email is left blank, all email will come from system@workamajig.com. Again, this may assist in filtering Workamajig-based email for recipients.

Standard Email Footer - Allows you to enter a blurb/disclaimer that is embedded to the bottom of every email sent out of Workamajig.

SMTP Settings

Allows you to send emails directly from your mail server. Only populate this if you are an email administrator or IT professional.  This feature requires your mail servers connectivity to always be up.

For more info, please refer to the Setup Incoming and Outbound System Emails guide.

NOTE: This is for companies hosted on a Workamajig hosted server. If you are hosting your own Workamajig server, then this is setup at the server level, behind the scenes.

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File Server

NOTE: This is hidden by default.

You are able to connect to other File Servers types for the storage of files.

For more info, please refer to the File Storage Options guide.

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API

Used for connecting to reports and other data points via our API.

For more info, please refer to the API Overview guide.

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Single Sign On

Allows you to connect to your SSO.

For more info, please refer to the Single Sign-On guide.

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Credit Cards

Client Billing

Used for billing your clients credit cards and/or allowing your clients to pay the invoice online.

For more info, please refer to the Client Invoices: Pay By Credit Card (BETA) and Client Credit Card Processing guides.

vCard Setup

Used for various methods to pay your vendor invoices.

For more info, please refer to the AMEX vPayment and CSI VCard guides.

Plaid Connections

Allows you to connect to and download your company credit card transactions.

For more info, please refer to the Plaid Connection guide.