Setting Up User Email |
  
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Setting Up User Email |
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Whilst each source of emails (General, Invoice, Payroll, Stock Worksheets or QC) within Site Manager will have it's own default address for emails to be sent from, it is also possible to set a specific address for each system user so that any emails they send will go from their own address rather than the source default (if allowed). If necessary you can also give individuals the rights to send emails from the addresses assigned to selected other users.
To set up an address for an individual user navigate to Setups > AA. Advanced > W. Maintain Users
Server Name: The mail server that the address communicates through, if you do not know this please check with your email provider.
Port: Different providers use different Ports for email communications. 587 is a common one but if you do not know this please check with your email provider.
User Name: Normally the same as the email address but can sometimes be another address for shared accounts. If using Office365 this MUST be the same as the email address.
User Password: The password associated with the User Name’s email account.
Enable TLS: Emails sent from this address will use TLS 1.3 cryptographic protocol.
Disable SSL: Disables the use of the SSL cryptographic protocol if the mail server being used does not support this.
Once these details are set you will need to allocate the user to any sources they are to be able to use with this email address. Please see Assigning Users to Sources for more information.
To define from which sources a user is to be able to use their own email address to send emails, right-click anywhere in Site Manager and select Email.
Once a user has been added to a specific email source, they can also be given the rights to send emails from that source from the email addresses of selected other users. For example, if User A is providing holiday cover for User B and a batch of invoice emails needs to be sent from User B’s email address then you could give User A the rights to do this.
We would advise caution is taken when making the decision to authorise users to be able to send emails from other users’ email addresses, CleanLink cannot be held responsible for any misuse of this feature.
To add this option to a user for a specific email source, go to the Right-Click Menu and select Email > Parameters.
Selecting Which Address to Send From
When sending emails where it is possible for the user to pick which address to send from they will see something similar to the screen below.
