Email Settings
To setup your email account, click Preferences at the top of SME. Click the Email tab.
Note: Administrator requires a working SMTP outgoing email to publish dispatch to tech calendars and for outgoing emails from order status changes (automated outgoing email). It's important to verify that the admin outgoing email is setup properly by logging in as admin and set email to SMTP and test sending out a report (for example email out a service order).
This is a user setting and will be done on each SME users login. Here you can decide if emails sent from SME go out through Outlook or another email client, or if they go out through SME.
- Log into SME as the User you need to setup.
- Click Preferences.
- In the Current User Preferences, select the Email tab and fill out the following fields:
Check SMTP if you are sending email directly through SME.
Check MAPI and when sending email from SME your email client such as Outlook will open and the email will be send from there.
If checking SMTP:
- Outgoing Email Server – Type your SMTP server or Exchange Server Name. Gmail is smtp.gmail.com.
- Email login name User Name – Type your email or Exchange User Name
- Proper Name – Type your users full name.
- Email Address
- Password - Your email password, get this from your IT group if you do not know.
- Port – leave blank if the port is standard
- Port 587 used for gmail and Outlook 365
- Encryption - Set the encryption as specified by your email provider
- None: No encryption
- SSL v2, v2.3. v3
- TLS: Used by gmail and outlook 365
Note: Some email servers may block emails coming from SME. Work with your IT group or email provider if emails are not going out through SMTP.
If you are using Gmail, entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail.
If you are using Outlook, you can do the following to look up your email account information:
Note: Admin email should use SMTP not MAPI to support publish dispatch and automated outgoing email.
In Outlook, click Tools > Account Settings
Choose your account
You will see your outgoing email server, username
To get your ports click the More Settings button
Match these settings in SME.
