Email & Password Settings
Connecting & Reconnecting your Practice Email
To connect, change, or reconnect the email you use to send email to your clients:
Click Practice Settings (⚙️ icon)
Click Client Portal
Click Branding
Click Practice Email
Click Remove Connected Email and reconnect your email integration
This video will also show you how to reconnect your practice email:
Connecting Your Email
If your email is through Outlook or Gmail, you should be taken directly to the log in screen and connect seamlessly from there! In other instances, you may be brought to this screen below.
Depending on your email provider, you may need to enter some or all of this information into the blank spaces above.
BlueHost
BlueHost
IMAP Host: imap.oxcs.bluehost.com
IMAP Port: 993
SMTP Host: smtp.oxcs.bluehost.com
SMTP Port: 587
See the link above for cPanel email instructions
DreamHost
DreamHost
IMAP Host: imap.dreamhost.com
IMAP Port: 993
SMTP Host: smtp.dreamhost.com
SMTP Port: 465 or 587
Outlook
Outlook
IMAP Host: outlook.office365.com
IMAP Port: 993
SMTP Host: smtp-mail.outlook.com
SMTP Port: 587
StartMail
StartMail
IMAP Host: imap.startmail.com
IMAP Port: 993
SMTP Host: smtp.startmail.com
SMTP Port: 465
I'm receiving an error message when I try to connect, what can I do?
If you encounter any issues with the Practice Email connection process, please reach out to Keeper Support.
You can use this link: https://api-support-automation.nylas.com/tools/connectivity-test to test your email connectivity. Take a screenshot of the results and share it with Keeper Support.
You can reach us at help@keeper.app or through the chat window in the lower right corner of the Keeper app!
Connecting an Email Alias
COMING SOON:
Users will now have the option to connect an email alias as their practice email address!
To connect an email alias,
Go to Practice Settings
Select Client Portal on the left
Go to Branding
Select the Practice Email tab
Choose the option to Connect Alias Email
Enter the email address
Select Save
Send a test email to confirm all settings look correct
What is an email alias?
What is an email alias?
An email alias is an email address you can use to send emails from that's not your primary address.
For example, if the user's primary email address is user@mail.com, and the email alias is alias@mail.com, any email sent from alias@mail.com will also show up in the user@mail.com outbox.
Email aliases are set up within a user's own email system, outside of Keeper. For more information on configuring an email alias, follow the links below:
Reset User Password
At Sign In
On Keeper's login screen do the following:
Enter your email
Click Forgot Password?
Click Reset password for [email]
You should receive an email with a link to reset your password
After Sign In
Navigate to your User Settings
This is the profile bubble you see at the top right of your screen
Make sure you're in the Account Settings Tab
Select Reset Password
Send a reset link to another user
Click Practice Settings (⚙️ icon)
Click Manage Users
In the user's row, select Action
Click Send password reset link
Only Admin users can send reset password links
How to change your sign-in email address
To change the email you use to sign into Keeper, go to your User Settings and click Edit Email.
Heads up!
This will change the email you use to login
If you change your login email, next time you try to login, you'll need to use the new email
If you're just looking to change the email you use to send emails to clients, see the instructions above for your Practice Email.
Subcontractor Email Setup
You can have another account with the same email, but you need to use a slight workaround.
If you add a plus sign in your email address, Keeper will treat the email as unique, while also sending all emails to the same email address.
This works because mail clients ignore anything that comes after a plus.
For example, if you have an account under firstname@example.com, you can add another account with the email address firstname+1@example.com, and all emails send to firstname+1@example.com will still go to the firstname@example.com inbox.
Email Service Upgrade
Action required by September 5th, 2024
We are upgrading the email service that powers your practice email on September 5th, 2024. This upgrade will make email delivery quicker and more reliable while also unlocking possibilities for enhanced features (like more powerful in-app email integrations).
Google users will not need to take any action to upgrade - this will happen automatically on the upgrade date. If your practice email is powered by Microsoft or another provider, you will need to re-authenticate your email connection by clicking on the banner on your client list dashboard. You will need to re-authenticate to avoid losing your email connection when the upgrade takes place.