User-Initiated Emails
As of version 93.6, users can email reports and documents directly from the Portal, allowing Portal users to send documents to configured Business Partner contacts. Data security is maintained by restricting email recipients to relevant account contacts.
A user can initiate sending a Portal email from the reports page or the document details page using the “Email” button on the upper right. If this button is not visible, then this feature is not configured. To enable Email functionality, SMTP setup is required by an administrator (as outlined below).
Email/SMTP Setup
Email functionality in each portal relies on settings in that portal’s config. Advanced features such as Order Pad can be configured with feature-specific notification options. At a minimum, SMTP settings must be configured to enable any email functionality for the Portals.
Customer Portal Email Configuration Overview
For Customer Portal, Email SMTP settings are configured under InterConnect Manager AddOn > Administration > Customer Portal Config in the Email Setup tab.
Advanced Options for Customer Portal are outlined in the following walkthroughs:
- General config settings, including password reset by email: General Configuration
- Payment config settings, including email notifications: Payments Configuration
- Service Calls settings, including email notifications: Service Calls Configuration
- Order Pad settings, including email notifications: Order Pad Configuration
Configuration Settings
| Field | Description |
|---|---|
|
Default ‘From’ Address for email |
In the “From” field, this is the address that will be displayed. Note that this is the fallback when overrides are not configured in advanced options. This field is required to enable the “user-initiated emails” feature. |
|
Override default ‘From Address for specific emails’ |
When checked, this overrides the from address as supplied by each feature-specific from address. |
|
SMTP Server Name (DNS name or IP) |
SMTP settings and credentials are provided by third-party SMTP service providers. Work with your SMTP service provider to confirm these settings are correct. Note that “Enable SSL” is typically required. When an email provider requires a “secure connection” or “TLS”, then “Enable SSL” is the setting that must be enabled. SMTP Server Name is required to enable the “user-initiated emails” feature. |
|
User Name |
|
|
Password |
|
|
Domain |
|
|
Port |
|
|
Enable SSL |