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Actions Menu - Email Profile

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Your email profile must be set up if you wish to use any of the email features within Avionte.

To create or modify your email profile:

  1. Go to the Start Page.

  2. From the Actions menu, choose Email Profile or click the Email Profile shortcut button (if set up). This will bring up the Email Profile wizard.



  3. On the Email Profile tab, enter the following information:

    • Profile Name: Enter a name for this email profile.

    • Email Address: Enter the email address for this profile.

    • User Name: Enter the user name you'd like for this profile.

    • Password: Enter the password you would like to have for accessing this profile.
      Note: This should be the mail domain password that you already use.

    • Retype Password: Confirm the password you created in the field above.

    • Reply To Email Address: Set up an email address where replies will go.

    • Outgoing Mail Server (SMTP): Obtain this information from your administrator.

    • Outgoing Mail Server Port: Obtain this information from your administrator.

    • Enable SSL: Discuss with your administrator whether or not to enable SSL.

  4. Test the email profile by clicking Send Test Email.

  5. Set up your signature (optional).
    Note: The HTML tab can be used to add additional items such as images, or social networking links as necessary. For more information, see Email Signature Troubleshooting

  6. Click Next to continue to the Share Profile tab.

     

  7. On the Share Profile tab you can select the users you want to share this email profile with. Across the top are three buttons that provide options for selecting users. Those options are:

    • Select All Users From My Branch: Share this profile with all users at your branch.

    • Select All Users From My Supplier: Share this profile with all the users at your supplier.

    • Deselect All: Unselect all users.

  8. Once you have selected the users with whom you would like to share this profile, click Finish to save.

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1 Comments

  • Avatar
    Luke Price

    This article does not contain workflow for 16.1 and after refinements. Additionally, this article should not direct users in pre 16.1 environments to enter values beyond Email address, profile name and reply to address. There does need to be a value in those fields, but the Sendgrid integration will populate those fields with the correct information after they hit 'save' with those placeholder values entered. In users try to copy and paste from other successfully updated profiles, it likely will not work.


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