System options: Connections [in-depth guide]
Guide contents: Navigation | Emails | File server | API | Single sign on | Credit cards
Menu > Admin/manager > System setup > Account information > Connections
The connections portion of the system setup is here to connect with 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.
This is where you set up an 'incoming email address' to get reply emails back into Workamajig. This is a unique email address for your domain. Do NOT use the current user's mailbox for this purpose.
For more on this, please refer to the Project conversations: Email setup [guide].
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 emails will be shown to be coming from the sender's email address, but the mail server domain will be from Workamajig. Many email security appliances will flag this as SPAM. You can filter to the defined system email you have set up 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 emails 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 emails will come from email@example.com. Again, this may assist in filtering Workamajig-based emails for recipients.
Standard email footer - Allows you to enter a blurb/disclaimer that is embedded at the bottom of every email sent out of Workamajig.
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 server's connectivity to always be up.
For more info, please refer to the Setup incoming & outbound system emails [in-depth guide].
NOTE: This is for companies hosted on a Workamajig-hosted server. If you are hosting your own Workamajig server, then this is set up at the server level, behind the scenes.
While not an option in the UI. If your IT would prefer to connect to your mail server using a DKIM authentication, then please email firstname.lastname@example.org with the domain(s) to use.
NOTE: This is hidden by default.
You can connect to other file servers types for the storage of files.
For more info, please refer to the File storage options [guide].
Used for connecting to reports and other data points via our API.
For more info, please refer to the API overview [guide].
Allows you to connect to your SSO.
For more info, please refer to the Single sign-on [guide] guide.
Used for billing your client's credit cards and/or allowing your clients to pay the invoice online.
For more info, please refer to the Client invoices > Charge client credit card [in-depth guide].
Used for various methods to pay your vendor invoices.
For more info, please refer to the AMEX vPayment [in-depth guide] and CSI VCard [in-depth guide].
Allows you to connect to and download your company credit card transactions.
For more info, please refer to the Plaid connection [in-depth guide].