Email

This page allows you to set up SMTP settings, enabling Permission Assist to send automatic email notifications.

To view the Directory Source Detail page, complete the following steps:

  1. Go to the System Configuration cogwheel in the top right corner of Permission Assist and select General Settings.

  2. Select Email. The Email page is displayed.

Permission Assist will not be able to send automatic emails unless the information on this page is set up properly and the SMTP settings are enabled (even if the settings in other areas of the system are enabled).

From Address

Enter the email address Permission Assist will use to send automatic emails. Basically, this is the email address that people will see when an email is sent from Permission Assist.

Examples: reviews@yourbank.com; accessReviews@yourbank.com; or pa-reviews@yourbank.com

Host

Enter the host web address for your SMTP server.

Port

Enter the port used by your SMTP server. The most common ports used are 25, 465, and 587.

Use SSL

Check this box if your SMTP server requires SSL.

Username

(optional) Enter the user name used for server authentication.

Password

(optional) Enter the password used for server authentication.

 

When all information has been entered, select Save & Test to test that the SMTP settings are working as expected.