Fortix SystemsFortix Freedom Business Systems System AdminHow to Set-up Private Email Sent From Accounts

How to Set-up Private Email Sent From Accounts

Fortix enables your business to set up Private Email Accounts to send confidential or contractually binding information from. As a security measure, these "Sent From" accounts are only visible to users who have been allocated access.

This article explains how to set-up Sent-From account in Fortix

This might be a process for your system-administration person to be involved in, or you can contact Fortix at support@fortix.com.au for assistance.

To access the Email Setup page, Click COMMUNICATION in Main Heading Bar, then Email Setup in heading bar or Icon below in Dashboard

Easily navigate to this page by typing /?email_senders in the address bar. EG. https://base.fortix.systems/?email_senders

The Email Setup page will display a list of current EMAIL ACCOUNTS that are used to send Email messages from in Fortix.

On the right-hand side Click Add New.

The Email Setup page will open with the ADD EMAIL ACCOUNT form.

Enter Account Details:

  1. Enter a unique descriptive Name for the Email account
  2. Enter the Email address that is used for this account
  3. Profile is the Business Profile where this account can be viewed in. Profile serves as a filter making the Sent From account visible when logged in as a user belonging to that profile. Refer Organisational Structure in Fortix - ProfileFor a definition of Profile refer Definition of Terms - Profile.

When the email is Private, click the Yes radio button. Click the Down Arrow in the Owners field and select the user(s) who may use this email account to send emails from, by ticking the box next to their name(s).

Owners is a compulsory field. At least one owner has to be selected.

Next set up the SMTP or IMAP server settings.

An SMTP server is a machine that takes care of the whole email delivery process: that's why to send your messages to an email client or software you need first of all to configure the correct SMTP settings – in particular, the right SMTP address you're using. (For instance, Gmail's is smtp.gmail.com).

Encryption Method: You can connect via unencrypted or TLS on ports 25, 2525, and 587. You can connect via SSL on port 465. 

Enter the Username and Password of your email account on the host server.

Simple Mail Transfer Protocol

SMTP stands for Simple Mail Transfer Protocol. SMTP is used when email is delivered from an email client, such as Outlook Express, to an email server or when email is delivered from one email server to another.

Whenever you send a piece of e-mail, your e-mail client interacts with the SMTP server to handle the sending. The SMTP server on your host may have conversations with other SMTP servers to deliver the e-mail.

After the SMTP settings have been completed - Click SAVE.

Next, find your Email account in the list of EMAIL ACCOUNTS. Click the newly created Email.

Click TEST SMTP SETUP.

Two messages confirm that the setup was correct.

0 Comments

Add your comment

E-Mail me when someone replies to this comment