Email Authorization Process
Please Note: If there is no outgoing mail server account setting set under notification management, you will need to also enter your email information here by selecting the Customer Server radio button:
Note: The process is the same setting up email in both locations
If the outgoing mail server settings exist, then skip to here:
Click on Setup, a new window will appear to add new account.
Click on Setup, a new window will appear
Click Add New Account
Select Email Host Provider
- For Outlook, select MS Office 365 (Business)
- For G-Mail - Select Gmail Corporate
- For other hosted providers - Select Other.
- Note: You will need to enter the appropriate outgoing mail (SMTP) server settings. If you do not know these values, or cannot locate these settings, please contact your IT Administratornstrator.
- Once selected, click authorize and log in/accept third party access.
- When a user clicks on "Authorize" then Update to see the below prompt from Microsoft
- User would see the below screen (since all PC users have Microsoft accounts and would already be logged in to use Office products)