Atriomail Client Mailbox Provisioning (Onboarding)

Atriomail Client Mailbox Provisioning (Onboarding)

1. 01

   Create a new client workspace in the Atriomail admin panel

   Navigate to the 'Clients' section and click 'Add Client'. Enter the client's business name and primary domain. This workspace will isolate their mailboxes, DNS settings, and billing under your agency's brand.

2. 02

   Configure automatic DNS setup for the client's domain

   In the client workspace, go to 'DNS Settings' and select the client's DNS provider from the list of 19 supported providers. Enter the necessary credentials or API keys. Atriomail will automatically create the required MX, SPF, DKIM, and DMARC records.

3. 03

   Provision mailboxes via the REST API or manual creation

   Use the REST API endpoint POST /mailboxes to create mailboxes in bulk, or manually add them via the 'Mailboxes' tab. Specify the mailbox name, password, and storage quota (default 15 GB). For automation, integrate with WHMCS, Blesta, or n8n to trigger provisioning on client signup.

4. 04

   Migrate existing email data using IMAPSync

   In the 'Migration' tab, initiate IMAPSync for each mailbox. Enter the source server (e.g., Gmail, Microsoft 365) and credentials. Atriomail will transfer emails, contacts, and calendar data. Schedule migrations during off-peak hours to minimize disruption.

5. 05

   Verify SPF, DKIM, and DMARC records are active

   After DNS propagation (typically 1-24 hours), use the 'Deliverability' dashboard to confirm that SPF, DKIM, and DMARC records are correctly set. Atriomail's automation should have configured them, but a manual check ensures no conflicts with existing records.

6. 06

   Test mailbox functionality and webmail access

   Log in to a test mailbox via SOGo webmail to verify IMAP/POP3/SMTP settings. Send a test email to an external address and confirm delivery. Check that the client's branding appears on the webmail login page, as Atriomail white-labels the interface.

7. 07

   Hand off credentials and support documentation to the client

   Generate a client-facing summary with mailbox credentials, server settings (IMAP/POP3/SMTP), and webmail URL. Provide instructions for configuring email clients like Outlook or Apple Mail. Document the support process for ongoing issues, as you own client support.