User-Initiated Emails (for SXP Partner)
First published on: 08/10/2023/6:54 pm
User-Initiated Emails
User-initiated emails allow SXP Partner users to send emails to configured SXP Partner contacts.
Users can email reports and documents directly from SXP, allowing 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 an email from the reports page or document details page using the 'Email' button on the upper right. If this button isn't visible, this feature hasn't been 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 SXP config. Advanced features such as Order Pad can be configured with feature-specific notification options. At a minimum, you must configure SMTP settings to enable any email functionality for SXP.
Customer Portal email configuration overview
For Customer Portal, email SMTP settings are configured under SXP Manager AddOn > Administration > Partner Platform Config in the 'Email Setup' tab.
The following advanced options for SXP Partner are here:
- General config settings, including password reset by email
- Payment config settings, including email notifications
- Service calls settings, including email notifications
- Order Pad settings, including email notifications
Configuration settings
| Field | Description |
|---|---|
|
Default ‘From’ address for email |
This is the address in the 'From' field. This is the fallback when overrides aren't 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”, you must enable the 'Enable SSL' setting.
SMTP server name is required to enable the user-initiated emails feature. |
|
User name |
|
|
Password |
|
|
Domain |
|
|
Port |
|
|
Enable SSL |
|
Last modified: 09/17/2024/3:16 pm |