SMTP Settings Screen

Last Updated: Thu Jun 24 2021

SMTP Settings are configured in Setup / Extensibility / SMTP Settings / SMTP Settings


From this screen you can configure outgoing email settings which enables the ability to send emails to system users and account contacts. Emails can be sent for multiple purposes, such as resetting user passwords to emailing invoices to billing contacts.


SMTP settings can be setup immediately, there are no prerequisite configuration steps.

SMTP Settings Panel

The SMTP Settings panel on the left of this screen allows you to select existing SMTP settings to view and edit on the Edit SMTP Settings panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.




Sends a test email to the user's email address using the SMTP Settings selected

Deletes the selected SMTP Settings

Adds new SMTP Settings

Edit SMTP Settings Panel

The information in this panel reflects the currently selected SMTP settings. From here you can change the settings (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

SMTP Settings Fields:

  • Name: a unique name for the smtp settings (e.g. the mail server name)

  • Use STARTTLS Only: enable this to ensure that the STARTTLS email protocol is used

  • Server Host Name: the outgoing mail server host name (e.g. smtp.xxxxx.com)

  • Port: the outgoing mail server port number

  • From: the name that will appear in the 'From' address field when the system sends a message. If the email being sent uses an email template then the 'From' name configured on the template will override this setting

  • Email Address: the email address that will appear as the senders address. The from address configured on an email template will override this value if an email template is used

  • Username: a valid username/email address used to authenticate with the smtp server

  • Password: the password associated with the username/email account supplied above


Adding SMTP Settings

  1. Under the SMTP Settings heading on the left click the (emoji) icon

  2. Under the Add SMTP Settings heading on the right specify the SMTP settings

  3. Click Save

Editing SMTP Settings

  1. Under the SMTP Settings heading on the left click the SMTP settings you wish to edit

  2. Under the Edit SMTP Settings heading on the right modify the settings

  3. Click Save when you have finished making changes

Deleting SMTP Settings

  1. Under the SMTP Settings heading on the left select the SMTP settings you wish to delete

  2. Under the same SMTP Settings heading click the (emoji) icon

  3. On the confirmation dialog that appears select Yes