BridgeSelect
📧

How to Configure the Email Client

A step-by-step guide from the BridgeSelect documentation.

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This guide walks you through configuring the email account that Bridge Select uses to send outgoing emails to customers (quotes, job updates, notifications) and receive incoming replies.

No mail server setup required. Simply connect your existing Gmail, Microsoft 365 / Outlook, or Yahoo Mail account. Bridge Select handles sending and receiving on your behalf.

⚙️ Configuring the Email Client

  • Log in to your Bridge Select portal.
  • From the sidebar, navigate to Email Client → Configure.
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  • Select your Email Provider from the dropdown. Available options are: Gmail Microsoft 365 / Outlook Yahoo Mail
  • Enter a Display Name — this is the sender name shown to customers in their inbox (e.g. BridgeSelect Support).
  • Enter the Email Address of the account (e.g. support@yourdomain.com).
    This is also the address customers reply to.
  • Enter the Password / App Password for the email account. Important: If two-factor authentication (2FA) is enabled on the email account, you must use an app-specific password — your main account password will not work. See the App Passwords section below for step-by-step instructions.
  • Click Save Configuration.
    A green success message confirms the settings have been saved.
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To discard unsaved changes at any point, click Reset — this reverts all fields to the last saved values.

🔑 App Passwords

If 2FA / MFA is enabled on your email account, your main password cannot be used for third-party access. You must generate an app-specific password from your email provider and use that instead.

Gmail

  • Go to your Google Account Security page.
  • Under How you sign in to Google, confirm 2-Step Verification is enabled.
  • In the security page search bar, search for App passwords and open it.
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  • Search App Password on the top search bar.
  • Add the name of the APP for Eg Bridge Select Click Create. Copy the password that appears.
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  • Paste this password into the Password / App Password field in Bridge Select and save.
The app password is shown only once. If you lose it, revoke it from your Google account and generate a new one.

Microsoft 365 / Outlook

  • Sign in to your Microsoft Account Security page.
  • Make sure the to enable the Two Factor Authentication
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  • Under Additional security options, scroll to App passwords and click Create a new app password.
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  • Copy the generated password and paste it into the Password / App Password field in Bridge Select.
For Microsoft 365 Business accounts managed by an organisation, app passwords may be disabled by your IT admin. Contact your IT department if the option is not visible.

📨 Incoming Email Recipients

Configure which email addresses receive emails sent automatically by Bridge Select — such as invoice copies and platform notifications.

Invoice Recipients

  • To (Invoice) — the primary address that receives a copy of every invoice generated. Enter a single email address (e.g. invoices@yourdomain.com).
  • CC (Invoice) — optional additional addresses that are CC'd on every invoice email. Add as many as needed using the Add button or press Enter. Remove any address by clicking the ✕ on its chip.

Notification Recipients

  • To (Notification) — the primary address that receives platform notification emails (e.g. job status updates, alerts).
  • CC (Notification) — optional additional CC addresses for each notification email.
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Recipient settings are saved together with the email configuration when you click Save Configuration. Use Reset to revert to the last saved recipients.

❓ Troubleshooting

  • Emails not sending: Confirm the email address and password are correct and saved. If 2FA is enabled, ensure you are using an app password, not your main account password.
  • Incoming emails not appearing: Confirm IMAP access is enabled on the email account. For Gmail: Settings → See all settings → Forwarding and POP/IMAP → Enable IMAP.
  • Password changed on your email account: Update the Password / App Password field in Bridge Select and save again.
  • Save fails: Ensure both Email Address and Password are filled. Check your internet connection and try again.

For platform support, contact support@bridgeselect.com.au or visit www.bridgeselect.com.au.

Still need a hand?

If you have any questions, please do not hesitate to reach out to us.

Contact the BridgeSelect Support Team