Training Articles
      Back to home
      1. Zenly Knowledge Base
      2. Training Articles
      3. Training Articles

      8058 Global Email Setting - User Level

      Global Email Settings allow admins or users with permission to configure email server settings for all users. Email Settings allows the user to add SMTP server information to connect Zenly with the user's chosen email service.

      To open and configure the Global User Email Settings screen:

      1. Click on the User Profile.
      2. Select your name from the drop-down menu.
      3. Toggle the Radio button for Override Company Defaults.
        1. .Enter the Sender Email.
        2. Enter the SMTP Server name. See SMTP Server Examples.
        3. Enter the provider's Port number for the SMTP server.
        4. Enter Login Credentials.
        5. For Modern Authentication:
          1. Enter the Application (client) ID.
          2. Enter the Directory (tenant) ID.
          3. Enter Client Secret Value.
        6. For Secure Connection (SSL/TLS):
          1. Enter the Username. The Username is the email address used for the chosen provider.
        7. You must copy and paste the password generated (i.e. erdj sjfk klxm dpui).
        8. To test the connection, enter an email address in the Receiver Email field.
        9. Click Save.

        Server Information

        Enter the required information for the fields stated below. 

        Sender Name: Enter the name of the email account.

        Sender Email: Enter the email used for the Username if using an SSL/TLS connection. Enter the Microsoft Outlook© if using Microsoft Authentication.

        SMTP Server: Use the chosen email service provider's server name. See SMTP Server Examples

        Port: The Port number assigned to the specific SMTP server.

        Login Credentials

        Zenly provides two options to connect to the SMTP server. Select either Modern Authentication for Microsoft or Secure Connection (SSL/TLS). For more information on Modern Authentication, see Modern Microsoft Authentication for Global Email Settings.

        Modern Authentication for Microsoft

        For Modern Authentication for Microsoft:

        1. Enter the Application (client) ID.
        2. Enter the Directory (tenant) ID.
        3. Enter the Client Secret Value.
        4. To test the connection, enter the email address in the Receiver Email field.
        5. Click the Send button.

        A successful connection changes the Status from Disconnected to Connected. 

        Locating Azure IDs

        To locate the required IDs:

        1. Go to Azure Portal > App Registrations.

         2.    To view the Client Secret Value, click on “Add a certificate or secret” link.

        Secure Connection (SSL/TLS)

        For a secure connection:

        1. Enter the desired email address in the Username field.
        2. Copy and paste the App-specific password in the field generated by the desired email service. See SMTP Server Examples. (MUST COPY AND PASTE)

          3.  Click Save.

          4.  To test the connection, enter the email address in the Receiver Email field.

          5. Click the Send button.

         

         Test Email

         

         Use the Receiver Email field to enter where to send an email 

        SMTP Server Examples

         Use the following SMTP server information to generate an App Password or App-specific password. This information is made publicly available by the email service providers. For providers not listed here, contact the provider.

        Gmail©

        SMTP Server: smtp.gmail.com

        Port: 464 (SSL) or 587 (TLS)

        To generate an app-specific password (desktop):

        1. Sign in to the Gmail account.
        2. Click on the Google profile.
        3. Select Manage your Google Account.
        4. In the Search bar, type and select App passwords.
        5. Enter the desired App name.
        6. Click Create.
        7. You must copy and paste the password generated. (i.e. erdj sjfk klxm dpui).
        8. Paste the code to the Password field in the Email Settings screen.

         iCloud Mail©

        SMTP Server: smtp.mail.me.com

        Port: 587

        To generate an app-specific password (desktop):

        1. Sign in to the iCloud Mail account.
        2. Click on the Account button. 
        3. Select the Manage Apple Account link.
        4. Sign to the Apple Account associated with the iCloud Mail account.
        5. Select App-Specific Passwords.
        6. Click the + icon.
        7. Enter the desired name in the displayed field.
        8. Click Create.
        9. You must copy and paste the password generated (i.e. erdj sjfk klxm dpui).

        Outlook©

        SMTP Server: smtp-mail.outlook.com

        Port: 587

        To generate an app-specific password (desktop):

        1. Sign in to the Office 365 Account.
        2. Click on the User Profile (located at the bottom, left-hand side of the screen).
        3. Click View account.
        4. Click Security info.
        5. Select + Add sign-in method.
        6. Click App password.
        7. Enter the desired name for the App Password.
        8. Click Next.
        9. You must copy and paste the password generated. (i.e. erdj sjfk klxm dpui).
        10. Paste the code into the Password field in the Email Settings screen.

        Yahoo Mail©

        SMTP Server: smtp.mail.yahoo.com

        Port: 465 or 587

        To generate an app-specific password (desktop):

        1. Sign in to Yahoo Mail.
        2. Click on the Profile icon.
        3. Select Manage your account.
        4. Click Security.
        5. Click Generate app password.
        6. Click Get Started.
        7. Enter the desired name for the service in the text field.
        8. Click Generate password.
        9. You must copy and paste the password generated (i.e. erdj sjfk klxm dpui).
        10. Paste the code into the Password field in the Email Settings screen.