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Configure SMTP Server - User Interface

Configuring the SMTP server determines the mail server and account that will be used to generate the global email notifications. Once you add the information, you can test the connection to ensure no additional settings need to be added for the notifications to work.

  1. Select Settings > Notifications.

  2. You will see a text that reads, “SMTP server is disabled.” This indicates an SMTP server has not been set up. If the circle is green followed by text that reads, “SMTP Server is enabled,” an SMTP configuration exists, and you do not need to proceed unless you need to edit the SMTP server settings.

  3. Select Configure SMTP server.

  4. The Add SMTP server modal opens.

  5. Enter the Server name. This is the fully qualified domain name of the SMTP service. This is required field.

  6. In Server port, enter the SMTP service port number. This is usually 587. Port 25 or 465 can be used, but these are not recommended ports.

  7. The From field allows you to set an address to be used as the “from” information when the email message is generated. If you do not specify this information, the username will be used.

  8. In Username, specify the SMTP username. In some instances, this will be your email address, but this could vary based on the service you use. This is a required field.

  9. Use the Password field to specify the SMTP service password. In some instances, this will be the email password for username specified, but this could vary based on the service you use. This is a required field.

  10. Select Test connection to test the connection to the server.
    If the test is successful, you will see a green message that reads, “SMTP server configuration test succeeded.”
    If the connection fails, you will see a red message that reads, “SMTP server configuration test failed.” Edit the information, and perform another test.

  11. Select Done to close the modal.

  12. You will now see a green circle followed by text that reads, “SMTP Server is enabled.”

For more information about SMTP ports, refer to this blog post by SocketLabs.

 

 

 

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