SMTP Settings Screen

Last Updated: Thu Aug 17 2023

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 or 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 AdminPortal 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 (note: fields with a magenta left border are required).

SMTP Settings Fields:

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

  • Name: 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 sender's 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

  • Max Size: the maximum size email attachments on a system generated email can be (this should match or be less than the smtp server's attachments size limit). The max size is not per file attachment but the total size of all attachments on the email

  • Notify User: the user that will be notified in the event an attempt is made to send an email with attachments that exceed the Max Size value specified 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

  4. To test your email settings click on the Send Test Email (emoji) icon. This will send an email using the supplied SMTP settings to the email address setup on the LogiSense Billing user you are currently logged in as

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

How to Handle Email Delivery Failures

When the Maximum Attachment Size is Exceeded:

If email Invoice delivery fails due to the invoice pdf attachment exceeding the Max Size value or the invoice pdf plus other attachments exceeding the Max Size value, then:

  • The system user set in the Notify User field will be emailed to alert that user of the failure sending the email message

  • The invoice will be listed as delivered on the account

To deliver the invoice to the user manually:

  1. Access the account containing the invoice

  2. From the account, on the Overview menu select Billing and then Invoices

  3. View and then download the invoice (see the account invoices screen help for instructions on how to view and download invoices)

  4. Outside of the LogiSense billing system send an email to the account’s billing contact with the invoice pdf attached