G-Suite email setup
Gmail - Create the admin gmail account
If the customer doesn't have an adwords account that is managed by us, you will need to create a new google account.
This will receive payment notification emails and forward them to us.
First Name: "Kentec"
Last Name: "Generators"
Username: "spiderscope{customer_number}@gmail.com"
Password: "tfmail{customer_number}"
Phone Number: Has to be a mobile number, can be removed at the next step
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Remove your mobile number, as this field will now be optional
Recovery Email Address: support@spiderscope.com
Birthday: Jan 1st 1970
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Agree to Terms
Log into Gmail and add forwarding rule
(so that gerry will get billing notifications)
Settings (cog icon) > Forwarding and POP/IMAP > Forwarding
[Add a forwarding address]
Check "Forward a copy of incoming mail to" and enter "gerryg@spiderscope.com"
This will send an email to Gerry with a code that we will need to enter in order to complete the rule.
G-Suite signup
https://gsuite.google.com/
[get started now]
Step 1 (basic info)
Company Name: "Kentec Generators"
Number of People: "2-9"
Country: "United Kingdom"
Step 2 (contact info)
First Name: "Kentec"
Surname: "Generators"
Current Email Address: "spiderscope{customer_number}@gmail.com" (the address from the first step)
Step 3 (domain)
Does your business have a domain?
Select: "YES"
Step 3b
Enter domain name "kentecgenerators.com"
Step 3c
Use this domain to setup the account?
- kentecgenerators.com (pre-filled)
[Continue]
Step 4
- Share great ideas with google
- - No Thanks
Step 5 (How you'll sign in)
(This is the primary account which will be used for billing, so it needs to be us)
Username: spiderscope@{domain_name}
Password: shirespider{customer_number}
Step 6 (review payment plan)
£8.28 / user / month
cant change anything here, except currency and adding a voucher code so hit [next]
Step 7 (Review and check out)
Most of this will be pre-filled
Add the address details
Payment Method
Add credit card details from Gerry
Billing Address needs to be our address in order to match Gerry's credit card
Step 8
Account created
[Continue to setup]
Welcome to the Admin Console
Activate Gmail for {domain_name}
Click 'Activate'
- add all the MX records EXACTLY as per their recommendations
- also add the verification record as an MX record
- optional - test the MX setup using the check MX tool
- check the domain has the nameserver added as a DNS record, not just in the nameservers control panel (it will fail the check if this is the case)
- click 'Activate Gmail'
- takes 2-3 min or up to 60 min, if it doesnt work and all the settings are 100% correct you can flush Google's DNS cache using this tool.
Welcome XXX lets setup G Suite
- - 1) Domain should be verified and ticked in the first box
- - 2) Create New Users
- - - [Create Accounts]
- - - - takes you to the main g-suite interface
- - - - Add users,
- - - - - specify a password - makes it easier
- - - - - uncheck ask them to change at next login - again might avoid problems
- - - - You may get a warning that the account already exists
- - - - - Email them a transfer request
- - - - - - Request Sent
- - - - - - [Done]
- - - - - - You will need to wait until they accept the request in order for them to show up in g-suite for you to add them to groups etc.
- - - - Add groups for any email forwarding lists you want to setup
- - - - - also add users to these groups
Change Billing Address
- Goto Billing > Subscriptions > Actions > "Access billing account"
- Under Settings > Manage Settings > Payments Contacts
- Add a new contact (spiderscope{customer_number}@gmail.com) - make this receive "All payments email"
- You will need to log into this account and accep the invite
- Existing contact "xxxxx@domain.com" change to "No payments email
Downgrade Package
- The default package is the business account, which offers services we dont need for a basic email setup and costs more, so this needs to be downgraded...
- Goto Billing > Subscriptions > Actions > "Downgrade to G Suite Basic"
- Click and accept
Note
Some email software packages (Outlook on Office 365) will not allow a user to connect to the Gmail mailbox even if all the settings are correct.
There is a security setting at the G-Suite administrator level that is called 'Allow less secure apps' You will need to turn this on which enables the option on the clients settings. After this the clients will need to enable it on their own accounts - warning: this setting took two attempts for it to be remembered by Google, so double check it!
Click user logo in the top right > manage account > security > Allow less secure apps