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Email Settings

Updated

The email settings are used to send reports to yourself, vendors or clients.

Configuring Email in System Settings

Open the System Setup screen under the Utilities, Set Up menu.

Enter your SMTP settings for sending email in the Email Settings section. You may need to get this information from your IT department or from your internet provider. Click Test Email to test your email settings. If you haven’t already entered your own email address on the User Settings screen, you will be prompted to do that.

Some providers do not allow sending emails with SMTP this way. If you get errors sending test emails, you may need to create an App Password to send emails. Follow the steps below to create an App Password for Microsoft Office 365 or Gmail.

User Email Settings

Under User Settings, enter your email address. This will be used for sending reports in RPM to yourself.

How to create a app password in Microsoft Office 365

Note: In your Microsoft Office 365 tenant, “Authenticated SMTP” must be on for the mailbox you are sending from. Details can be found on Microsoft’s knowledgebase in this article: Use the Microsoft 365 admin center to enable or disable SMTP AUTH on specific mailboxes

  1. Log in to your Office 365 account using your username and password.
  2. Once you’re logged in, click on your profile picture in the top-right corner of the screen and select “My account” from the drop-down menu.
  3. On the next screen, click on the “Security & privacy” tab on the left-hand side of the page.
  4. Under the “Additional security verification” section, click on the “Create and manage app passwords” link.
  5. On the next screen, click the “Create” button to generate a new app password.
  6. Give your app password a name that will help you remember what it’s for, and then click the “Next” button.
  7. The next screen will display your new app password. Make a note of this password, as you won’t be able to see it again once you leave this page.
  8. Click the “Done” button to complete the process.

If the Microsoft makes changes to the above steps, search online for “create an app password in Microsoft 365”.

In RPM, open the System Setup screen under the Utilities, Set Up menu.

  • Outgoing Mail Server (SMTP): smtp.office365.com
  • SSL Authentication: Checked
  • Port (Outgoing Mail Server SMTP): 25, 465, or 587 (25 is pictured above)
  • Logon Name/Email: your_email@yourdomain.com
  • Password: Enter the App password you just created above
  • Send From Email: Logon Email

How to create a app password in Gmail

  1. Log in to your Gmail account using your username and password.
  2. Click on your profile picture in the top-right corner of the screen and select “Google Account” from the drop-down menu.
  3. On the left-hand side of the page, click on “Security” and scroll down to the “Signing in to Google” section.
  4. Click on “App passwords.”
  5. If prompted, enter your password again.
  6. Select the app and device you want to generate an app password for.
  7. Click on “Generate.”
  8. Make a note of the generated app password as you’ll need it to sign in to your chosen app and device.
  9. Click on “Done.”

If the Google makes changes to the above steps, search online for “create an app password in Gmail”.

In RPM, open the System Setup screen under the Utilities, Set Up menu.

  • Outgoing Mail Server (SMTP): smtp.gmail.com
  • SSL Authentication: Checked
  • Port (Outgoing Mail Server SMTP): 465 or 587
  • Logon Name/Email: your_email@gmail.com
  • Password: Enter the App password you just created above
  • Send From Email: Logon Email