Monday, January 23, 2017

End User Guide for MSP Mail




In MSP Mail we do have a lot of helpful documentation but one request I see a lot of is to have a guide for the end user portal.  Something short and concise that users can refer to if they are unsure how to navigate and take advantage of the different features.  As I have had this quite a few times I created a guide that you can send to your end users.  This covers everything in the user portal so feel free to direct customers to it or use it to create your own internal documentation.  




End Customer quick user guide for Mail Protection


Contents:

1.       Finding and releasing queued or junk mail messages
2.       Managing Whitelists and Blacklists
3.       Digests and releasing emails

Finding and releasing queued or junk mail messages

After logging into the mail control panel queued or quarantined emails can be managed by clicking on the ‘Messages’ icon in the upper right hand corner.




In here the options available are





Junk Mail Quarantine – Any emails classed as spam or malicious will be held here.
Message Queue – In the event mail cannot be delivered to the recipient it will queue in this section.
Message Archive (if archiving is enabled) – Allows the ability to search for any emails that have been archived
Tagged Messages (if archiving is enabled) – Allows a quick search for any archived email using tags

Both the junk mail quarantine and message queue use a similar method for viewing the contents of the emails as well as releasing or responding to them.  When in either section you will see the list of items available in the respective sections

  



Click onto the ‘From’ address or ‘Subject’ and you will be redirected to the contents of the email.   In here you have options to perform the following






With the inbound message queue area there will be an additional option at the right hand side to compose a new mail message.  This option is here if you have any internal email problems as the mail portal will allow you to both send and receive email 




Below is a copy of the new message form







Managing Whitelists and Blacklists

For any configuration changes in the user portal you would need to click on the ‘Preferences’ icon in the upper right hand corner of the control panel




After clicking into this section all the configurable items are shown in the black menu bar


 
  


Spam Handling – Allows control of how strict the spam filter is on email filtering.  The end results of any spam emails can be configured in here as well (e.g. send to quarantine).
Whitelist – Configure a personal whitelist
Blacklist – Configure a personal blacklist
Digests and Notifications – Configure digest options
Account Settings – Set time zone and language settings
Message Settings – set the number of messages that can be viewed at one time in the quarantine and mail queue lists
Archive – Set archive tags, export archived messages and delegate access to your archive
Password – Set a unique password for logging into the control panel.  If you are using a local network password this will act as an additional password for logging into the control panel


When blacklisting or whitelisting an email you would click on the respective options in the black menu bar.  From here the various options for blacklisting and whitelisting will appear in the left hand side grey menu






When entering the ‘from’ or ‘to’ address you can add in a full email address.  Domain names can also be entered as well but please note when entering domain names you would not enter the @ symbol, just the domain name

Incorrect addition of domain




Correct addition of domain





  



Digests and releasing emails

Digests contain information on any quarantined emails where you can decide to release them or whitelist the sender. They typically come in the following format




For each email that appears you can click on the ‘Release’ link to release this from quarantine.  Once this link has been clicked on you will get a status message





There is the option to whitelist the sender of the email or you can log straight into your control panel if you would prefer to set the options from here.