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SMTP settings are used to send email from the LogiSense billing application. The recipient may be a system user (e.g. a ‘reset my LogiSense Billing password’ email) or an account contact (e.g. an email sent with an invoice attachment to an account’s billing contact).
In this example, we will configure SMTP server settings and send a test email.
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Log into the LogiSense Billing application
Click on the Setup menu, Extensibility and then SMTP Settings
On the SMTP Settings screen click the button to add SMTP settings
Fill out the details for your SMTP server settings and click Save
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Once email settings are in place you can configure users and roles. See the User & Role Group Configuration ExamplesExample article links to configuration examples