Email Setup in Site Options & Company

Please note the following before setting up email:

-A valid email setting needs to be selected in site options for Advanced Alerts to work and email by company to work.

-The email hierarchy is the following: the system will check the company first and if there is an email setting then it will be used, if not the site options email setting will be used.

-If only one email is needed then it is only needed to be setup in site options. It won’t need to be selected at the company level.

-When an email setting is created, it can be selected at both the company level and in Site Options.

Setting up email in Site Options

1. Go to Admin< Settings and Utilities

2. Click on the Mail Settings Tab

3. Click on Mail settings Button

4. Click Add New Record

5. Fill out email form with Outgoing and Incoming settings

6. Fill in Description and Subject Tab

7. Save the settings and Click edit to go back in

8. Test both Outgoing and Incoming Settings

9. If both tests are successful click save

10. Check the box next to Mail setting and click the Select button

11. Verify it is in the Mail Settings and click Save

Setting up email in company

1. Go to AdminCompany

2. Click Edit next to the company ID in which you want to setup the email

3. Click the Mail Settings button at the bottom of the page

4. Click Add New Record

5. Fill out email form with Outgoing and Incoming settings

6. Fill in Description and Subject Tab

7. Save the settings and Click edit to go back in

8. Test both Outgoing and Incoming Settings

9. If both tests are successful click save

10. Check the box next to Mail setting and click the Select button

11. Verify it is in the Mail Settings and click Save

Email IP Addresses to add to Firewall and network policies