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  1. Navigate to Employee > Employee Management and ensure the employee record exists. If it doesn’t exist, you must first create the employee record. Please refer to Adding a New Employee.

  2. Add the employee to relevant user group. This can be done in either of the below menus:

    a) Navigate to Employee > Employee Management > Select Employee > Groups and add the employee to the group by selecting the group and clicking on the Add button.

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Finally, set up the user to be able to send e-mails from Mobi. For more information on this, please refer to: How to Send E-mails from Mobi.