Summary
SMTP settings are used configured to send email from allow the LogiSense billing Billing application to send emails. The email 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).
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Note: it is not possible to grant users access to the system without configuring SMTP settings as welcome emails are used to setup user allow users to define their passwords. |
Prerequisites
SMTP settings can be setup immediately, there are no prerequisite configuration steps
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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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Users and Roles Optional Steps:
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
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