Before you start
- A dedicated mailbox with IMAP access at your mail provider, for example
collabase@example.com. Collabase moves every mail it reads, so do not use a personal mailbox. - Redis. The standard Docker installation includes it. If it is missing, the card shows The inbound mailbox needs Redis to read mail.
- The Admin instance role in Collabase.
Who can send mail to Collabase
Collabase accepts a mail only from an active Collabase member whose mail address matches the sender. The sender needs the same permissions as in the browser: to create a work item in the project, or to comment on the work item. Mails from anyone else are refused and show up in the list of recent mails.Set up the mailbox
1
Open the mail settings
Go to Administration → Mail Server and scroll to the card Inbound mailbox.
2
Enter the connection
3
Choose the folders
4
Test the connection
Click Test connection. On success, Collabase also proposes the server name for the authentication check (see below). Click Use to take it over.
5
Choose a default project
Under Project for mails without a target, pick the project that receives mails whose subject or address names no project. Leave it empty to refuse such mails.
6
Switch it on
Turn on Read this mailbox and click Save Settings.
Test connection messages
Sender authentication
Accept only mails the server authenticated (SPF/DKIM/DMARC) is switched on by default. Collabase then accepts a mail only when your mail server confirmed that it really comes from the sender’s domain. Your mail server writes that result into the mail, in a header calledAuthentication-Results, under its own server name.
Collabase needs that server name in Server name in Authentication-Results so it only trusts results from your own mail server. Test connection reads it from the mailbox and proposes it.
Where a mail ends up
Collabase looks at the subject and the address in this order:
The address with
+KEY works only if your mail provider delivers plus addresses to the same mailbox. Most providers do.
What Collabase takes from a mail
- Text. Quoted earlier messages below a reply are cut off, so a comment holds only the new text.
- Automatic replies such as out-of-office messages are ignored.
- Attachments are not imported. A new work item notes in its description how many attachments the mail had.
- Size. Mails larger than 10 MB are refused.
Who is told
The sender gets a confirmation mail. When a mail creates a new work item, the project lead gets a notification in Collabase.Check what happened to a mail
The card lists the recent mails with their outcome. It also shows when Collabase last read the mailbox and the last error.
Collabase tries a mail at most three times. After the third failure, it moves the mail to the folder
Collabase/Failed in the mailbox, where you can look at it.
The list keeps no mail addresses. Entries are deleted after 90 days.
Related pages
- Users and groups: members and their mail addresses
- Work items: what a work item contains
- Troubleshooting: when the server cannot reach other systems