Managing Global Email Clients on Enterprise

Managing global email clients is a great way to ensure that your entire team are testing across the same email clients when using Checklist.

Account Holders and Admin users can manage the email client testing suite by visiting Global Email Clients in your Account Settings. By default all email clients will be automatically enabled for your account.

Note: These settings are on an individual account level and do not effect any subaccounts you may have. Each subaccount has their own global email client settings.

To manually choose the testing suite available to your team, select Let me manually choose email clients which will show all the current email clients.

Each email client has three options:

  • Hidden - this client will not be visible/available to your team;
  • Available - this client is available but optional for testing;
  • Mandatory - this client will be used for all tests generated by your team.

After choosing your test suite, ensure you save your selection by clicking the Save global clients button at the bottom of the page.

In the example below the Account Holder has set Apple Mail 9, Outlook 2007-2013 and Windows Mail 10 to Available, Apple Mail 10 and Outlook 2016 to Mandatory, and all other desktop clients are Hidden.

Following the email client selection above, a user within this account would see the following options in their Settings:

All tests generated by this user would return previews for Apple Mail 9 & 10 and Outlook 2011 & 2016, they have chosen not to test on the other optional clients by default.

This feature is available on Enterprise plans only. If you're interested in learning more about our Enterprise plans please get in touch.

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