StrataWorx
Help centre

Connecting your firm's mailbox

Bring emails in with a forwarding rule, Microsoft 365 or Google Workspace.

What it's forThe inbox only works once StrataWorx can see the emails owners send you, and send replies from your address.
Who it's forAdministrators and your IT team.

Step by step

  1. Step 1: Start the wizardSettings › Email connection › Set up email (or Change how emails arrive).
  2. Step 2: Choose your email systemForwarding rule, Microsoft 365 / Outlook or Google Workspace / Gmail.
  3. Step 3: ForwardingCopy the private forwarding address and add a rule in your mailbox: Outlook Rules › New rule › Redirect to; Gmail Settings › Forwarding and POP/IMAP.
  4. Step 4: Microsoft or GoogleReview the access StrataWorx needs, tick that you're authorised, then sign in with the mailbox account. A Microsoft 365 admin may need to use Approve StrataWorx for your organisation first.
  5. Step 5: Check it worksNew emails appear within 5 minutes. Check for new emails now forces a check.

Common problems

The Microsoft or Google tile says “Not switched on yet”.

Use forwarding for now and ask StrataWorx support to switch it on.

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