Email Account Configuration Checklist ( IT )

This checklist is designed to ensure that email accounts are configured correctly for new users, ensuring seamless communication within the organization.

• Gather User Information

  Collect the user's full name, department, and preferred email address format.

• Create Email Account

  Use the organization's email management system to create the user's email account with the collected information.

• Configure Email Client Settings

  Set up the necessary settings (incoming and outgoing server, port numbers, etc.) in the user's email client.

• Set Up Email Signature

  Create and apply a standard email signature to ensure consistency in all outgoing emails.

• Grant Access to Shared Mailboxes

  If applicable, provide the user access to any required shared mailboxes or distribution lists.

• Conduct User Training

  Provide a brief training session on how to use the email client and any relevant policies.

• Confirm Functionality

  Test the email account to ensure it can send and receive messages properly.

• Document the Configuration

  Record all configuration details and save them in the IT documentation system for future reference.