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How to set up your own e-mail server in the portal.
Please log in to the portal as an administrator. Please click on Administration – Company profile in the main menu on the left.
Then click on Own email server on the right-hand side of the tab. You will then see the following view:
Now click on the green Set up mail server button and the configuration view will appear:
Enter all the important data required here on the left-hand side.
Your contact person for your email server or the IT department will usually know which entries and ports you need and whether STARTTLS needs to be activated.
Once you have entered all the details, please click on Save. Last but not least, you must activate the mail server. As shown in the following illustration, enter an e-mail address to which the test e-mail should be sent and then click on the green Activate mail server button at the bottom.
A test e-mail is immediately sent to the e-mail address you entered and your mail server is active.
If you no longer need the mail server you have set up or would like to change it, please click on the red Remove mail server button. The mail server is then deleted and you can create a new one if required.
Please note that gmail accounts do not work with the mail server!
With other email providers, you may have to activate the option in your email account first in order to send emails from your own account. You can find out how to do this from your email provider or on the Internet.
If the activation was successful, you can now send the reports to your customers via your own mail server.