25-04 For your IT Team
Things have changed
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Time to bring in the techies. First stop DNS records. This step is super important. Your DNS records. Let us configure your email automations and unlock our brilliant email builder.
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Here's how to do it in your SwiftFox environment. Go to settings, then email settings. Click Add Domain and pop in your primary domain. For us it would be swiftfoxcrm.com
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Copy the DNS records that appear and send them to your IT provider or team. Once those records are added, click Verify in SwiftFox and you're done.
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Next, Microsoft Entra ID. This allows your team to log in to SwiftFox using their usual Microsoft credentials. Here's what to do. Sign in to the Microsoft Entra Admin centre. Go to Entra ID, then overview and then properties. Scroll down to the tenant ID. Copy it and send it to your account manager.
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Want to limit access to specific staff? Easy. You can use a group in Microsoft Entra in the enter admin centre. Go to Entra ID, then groups, then all groups. Select the group, then members and find the object ID. Send that to your account manager too. And just like that, your tech setup is sorted.
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Now you can focus on what matters most. Using SwiftFox to transform your business while we handle the tech heavy lifting.
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