How to Backup Emails for a Deactivated User

How to Backup Emails for a Deactivated User

Introduction

This article describes how backup emails for a deactivated user. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca.

How to Use

You will first need to enable POP settings within your email servers, please use the following articles to enable POP before trying to backup emails within your CRM. 
  1. Enabling POP for Gmail
  2. Enabling POP for Outlook
  3. Enabling POP for Zoho Mail
Below are the steps on how to backup emails for a deactivated user:

In the account of the User you would like deactivated:
  1. Go to the Setup Page (⚙️) on the top right of the page next to your profile picture.
  2. Under Channels, select Email, select the Email tab to the right of Compose and make sure POP Integration is active. 
In your SuperAdmin Account:
  1. Click on the icon that turns into a "Z" to the right of your profile picture and click on Admin Panel
  2. On the left hand panel click on Users
  3. Hover over user you would like to deactivate and click on the 3 dots to the right, select deactivate.
  4. Navigate back to your SuperAdmin CRM account and go to the Setup Page (⚙️) on the top right of the page next to your profile picture.
  5. Under Users and Controls, select Security Control and then click on the Zoho Mail Add-On Users tab
  6. Click on the backup email button for the deactivated user.
For a detailed walk-through, please see the following video: