Configuring a System Mail Account

This article is for those who started the free trial before September 8, 2019. For details on the start date, see How to Check the Trial Start Date.

You can configure a System Mail Account that will be the sender address for system emails.
See Notes on Setting Up a System Email Address for additional information.

The system sends emails based on system triggers such as when a record is added to an app, a user posts a comment, or a record is added to an audit log. Users can select to receive email notifications on the portal Personal Settings page.
To configure a System Mail Account
  1. From the Gear wheel gear_wheel.PNG select Users & System Administration
  2. Under System Administration, select System Mail Account.
  3. Select to use either the Built-in or External mail server.
    • The Built-in mail server is free and is already configured. The built-in email is sent unencrypted.
    • If you select External mail server, you must configure it. See details below.
  4. Enter a test email address that will be sent when you click Save. You can leave the field blank if you do not wish to send a test email.
  5. Click Save.

To configure an External System Mail Account

  1. Select External mail server.
  2. Enter an email address for the System Mail Account, such as
  3. Enter the host name of the SMTP Server (outgoing mail server), for example,
  4. Enter the Port Number of the SMTP server (outgoing mail server). A default commonly used port number automatically populates. 
  5. Select an Encryption Method, either Plain, SSL or STARTTLS. Choose SSL or STARTTLS if your mail server requires encrypted communication. Different port numbers appear as you select each encryption method.
  6. To use the SMTP server that requires SMTP authentication (SMTP-AUTH), click the Use SMTP AUTH check box.
    • The Email Account Name and Password fields for the SMTP_AUTH server become available. 
    • Enter an Email Account Name and Password to enable the SMTP authentication.
  7. Enter a test email address that will be sent when you click Save. You can leave the field blank if you do not wish to send a test email.
  8. Click Save.

Note: If you receive the test email, the system mail account is properly configured. If the email is not received, click System Email Failure History at the bottom of this page to check the information in the logs.

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