Difference between revisions of "Email & Email Broadcast Security"
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:: {{icon-Menu}} | :: {{icon-Menu}} | ||
| − | 2. Under the heading '''Communications, '''click '''Email Broadcast.''' | + | 2. Under the heading ,'''Communications, '''click '''Email Broadcast.''' |
| − | :: [[File:Email broadcast.png| | + | :: [[File:Email broadcast.png|300px|border]] |
3. Once the Email Broadcast list is open, click on the '''cog icon '''at the top that will open up the Email Broadcast settings. | 3. Once the Email Broadcast list is open, click on the '''cog icon '''at the top that will open up the Email Broadcast settings. | ||
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==Enabling Role Restrictions== | ==Enabling Role Restrictions== | ||
:: [[File:Email settings roles.png|400px|border]] | :: [[File:Email settings roles.png|400px|border]] | ||
| − | + | If the '''Enable Role Restriction''' feature listed at the top of the page has been toggled on, then it will work in conjunction with the restrictions that you specify in this section. | |
| − | If the '''Enable Role Restriction''' feature listed at the top of the page has been toggled on, then it will work in conjunction with the restrictions that you specify in this section. | ||
==Enable Role Restrictions== | ==Enable Role Restrictions== | ||
[[Image:EnableRoleRestrictions.png]] | [[Image:EnableRoleRestrictions.png]] | ||
Revision as of 16:08, 18 June 2019
Contents
Overview
The Email and Email Broadcast Settings function allows you to determine how your emails will be system-generated, who is able to access email functionality, set failed email alerts, and more.
The Email & Email Broadcast Settings page can be reached in two ways.
From Global Settings
1. Click the 9-square menu icon on the top right of your page.
2. Under the heading Configuration, select Global Settings.
3. Click on the tab labelled Security.
4. Under the first subheading, Business Security, click the hyperlink Email Security Settings.
From the Email Broadcast Feature
1. Click the 9-square menu icon on the top right of your page.
2. Under the heading ,Communications, click Email Broadcast.
3. Once the Email Broadcast list is open, click on the cog icon at the top that will open up the Email Broadcast settings.
The Email Settings menu has the following options available under the heading Security.
| Enable Role Restrictions | Define roles that are able to send to other roles and restrict the type filtering used when searching for recipients. Used in conjunction with User Roles settings. See Email Role Restrictions. |
| Disable From Address |
The email broadcast From field will be Read-Only. Managers are only able to set the From address field to a value other than their own email address. |
| Recipients Under Association Company | Allow associations to act as recipients. |
| Enable on Behalf Of |
Send emails on behalf of the From Address specified; emails will be sent from an instance-specific email address. This is to prevent emails from being blocked. For the DKIM Domain field, this function enables DKIM signatures for emails in order to improve their authenticity. The domain entered needs to match the domain of your SmartSimple server. It is currently limited to the following: smartsimple.ca, smartsimple.com, smartsimple.ie, smartsimple.us. The selector name for any of these will be 'dkim.' |
| Enable Reply-To |
Send emails with Reply-To set to the From Address specified. Toggling on this option will allow you to select from a list of set From Addresses, including the following:
|
| Enable Default From Address |
This email address will be set as the default From email address when composing an email. Toggling on this option will allow you to fill in which email is the default From address. |
Enabling Role Restrictions
If the Enable Role Restriction feature listed at the top of the page has been toggled on, then it will work in conjunction with the restrictions that you specify in this section.
Enable Role Restrictions
If the Enable Role Restrictions check-box is populated then a new Email & Email Broadcast Settings section will appear in the Edit Role screen
Enabling role restrictions limits who the users in that role can send email to. The email address field on new emails becomes read-only. The user must select users from the roles for which they have email permissions.
If a user clicks on an email address of a user that they are not permissioned to send email to, then they will receive the permission message that they don't have permission to contact that individual.
On the role settings the System Administrator can also select which filters will appear for the role. ie: User Filter, Roles, Accounts, etc.
See also - UTA - (Use Email Role Restriction) on the UTA application settings page
Enable On
Enable Failed Email Alert
1. Frequency - This will check for the failed emails in the Message Queue, and will in turn send an email notifying the recipients.
2. From Address - Must contain a from address email as a common issue with failed emails is caused from this.
3. To Address - If certain staff or the system administrator needs to be notified of failed emails, the recipient(s) will go here.
4. Subject - Subject of the Email e.g. Failed To Send Emails
5. Body - Body of the Email to recipients.
Once everything is filled out, make sure to hit save.
