Email account defaults

This is used to identify which default email accounts that are used in Communications.

These defaults are used in conjunction with the Communications and the communication from parameters that are available.

Note

A "Weighting" is used to determine which default is used.

The weighting is calculated as follows:

Weighting 3: Legal Entity & Communication Group specified

Weighting 2: Legal Entity only

Weighting 1: Communication Group only.

Weighting 0: No Legal Entity or Communication Group specified.

Note

To view the legacy version, please select Legacy User Guide.

How to view Email account defaults

View Email account defaults

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Email account defaults from the Email & Communications folder or enter Email account defaults in the Search option.

This will then show the Email account defaults on the system.

• Legal entity - Legal Entities.

• Communication group - Communication group.

• Email account - Email accounts.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to create Email account defaults

Create an email account default

1. Open the Email accounts menu from View Email accounts above.

2. Select Edit.

3. Select Add.

   

4. Select the Legal Entity .

   

   Note

   Leave blank for "(Any)".

   If this is left blank then the default will apply to all Legal Entity(s) that match the Legal Entity/ Communication Group combination.

   
   

5. Select Communication Group

   

   Note

   Leave blank for "(Any)".

   If this is left blank then the default will apply to all Legal Entity(s) that match the Legal Entity/ Communication Group combination.

   
   

6. Select the email account.

   

7. Select Save.

   Tip

   Select Discard if you don't want to save your changes.

How to amend Email account defaults

Amend an email account default

1. Open the Email accounts menu from View Email accounts above.

2. Select Edit.

3. Highlight the row for the email default you wish to change.

4. Amend the Legal Entity/ Communication Group/ email account as appropriate.

5. Select Save.

How to delete Email account defaults

Delete an email account default

1. Open the Email accounts menu from View Email accounts above.

2. Select Edit.

3. Highlight the row for the email default you wish to delete.

4. Select Delete.

5. Select Save.

Updated September 2026