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In this example, we will configure SMTP server settings and send a test email.

Info

Note: it is not possible to grant users access to the system without configuring SMTP settings as welcome emails are used to setup user passwords.

Prerequisites

  • SMTP settings can be setup immediately, there are no prerequisite configuration steps

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Close the message and check the inbox for the email address configured on your user to ensure the test email was successfully delivered.

Next Steps

  • Users and Roles Optional Steps

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  • Once email settings are in place you can configure users and roles. See the Role Group Configuration Example article:

    • Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles

  • Account Settings Required Steps:

    • Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings