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Email & Email Broadcast Security

1,392 bytes added, 12:27, 9 May 2023
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removing reference to deleted page Email Designated as Spam
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. 
=Accessing Email Enabling Email & Email Broadcast Settings menu=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.
4. Under the first subheading, '''Business Security, '''click the hyperlink '''Email Security Settings.'''
:: [[File:Email security.png|700px800px|border]]====Enabling Email & Email Broadcast as Menu Item for Roles====In order to enable the '''Email Broadcast '''feature as a menu item for certain roles or for all roles, follow these steps:  1. Click on the 9-square menu icon on the top right of your page. :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Roles and Security. ''' 3. Select the hyperlink '''User Roles.''' 4. To make this feature available to all roles, click on the '''pencil icon '''next to the '''Common '''role. Otherwise, click this same icon next to the specific role(s) that you would like to enable '''Email Broadcast''' as a menu item for.  5. Click on the '''Menu '''tab on the left-hand side menu of the role page. 6. Check the box next to the '''Email '''and '''Email Broadcast '''features in the list.  :: [[File:Enabling email broadcast.png|500px|border]]7. Click '''Save.''' 
===From the Email Broadcast Feature===
Once the '''Email Broadcast '''and '''Email '''features have been enabled as menu items, you will be able to access them on your menu and open '''Email & Email Broadcast Settings.'''
 
1. Click the 9-square menu icon on the top right of your page.
:: {{icon-MenuiMenu}} 2. Under the heading heading, '''Communications, '''click '''Email Broadcast.'''
:: [[File:Email broadcast.png|200px300px|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. 
:: [[File:Email broadcast settings.png|750px|border]]
=Email & Email Broadcast Settings menu=
:: [[File:Email settings security.png|800px|border]]
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 & Email Broadcast Security#Enable Role Restrictions|Email Role Restrictions]].
|-
||'''Disable From Address'''
||'''Enable Default From Address'''
||
This email address will be set as the default From email address when composing an email email.
Toggling on this option will allow you to fill in which email is the default From address. 
|}
==Enabling Role Restrictions==
:: [[File:Email settings roles.png|300px400px|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. Simply click into each text box in order to reveal a drop-down of [[User role|roles]] available in your SmartSimple system, from which you can select the roles to have certain permissions or restricted access. : :* '''Email Broadcast Manager Roles: '''[[User role|Roles]] selected to act as Manager. :* '''Restrict Email Access: '''Enabling role restrictions will limit who the users in that role can send an email to. The email address field on new emails become '''Read-Only. '''If a user clicks on an email address of a user that they are not permissioned to send an email to, then they will receive a pop-up message that they do not have permission to contact that indvidual. :* '''Restrict Instant Message Access: '''Select which roles you do not want to have Instant Message functionality in their use of the system. 
 
==Enable Role Restrictions==
[[Image:EnableRoleRestrictions.png]]
 
If the Enable Role Restrictions check-box is populated then a new '''Email & Email Broadcast Settings''' section will appear in the Edit Role screen
 
[[Image:EmailRoleSettings.png]]
 
Enabling [[Role|role]] restrictions limits who the [[User|users]] in that [[Role|role]] can send email to. The email address field on new emails becomes '''read-only'''. The [[User|user]] must select [[User|users]] from the [[Role|roles]] for which they have email permissions.
 
If a [[User|user]] clicks on an email address of a [[User|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|role]] settings the [[System Administrator]] can also select which filters will appear for the [[Role|role]]. ie: '''User Filter''', '''Roles''', '''Accounts''', etc.
See also - [[UTA]] - (Use Email Role Restriction) on the [[UTA]] [[Application|application]] '''settings''' page
 
 
= =
=Enable On=
=Enable Failed Email Alert=
:: [[File:CaptureEmail fail template.PNGpng|750px800px|http://wiki.smartsimple.com/wikiFile:Capture.PNGborder]]{| class="wikitable"|-1. ||'''Frequency - '''||This will check for the failed emails in from the [[Message Queue]], and will in turn send an automatically generated email notifying the recipientssenders based on this failed email template.<br />2. |-||'''From Address - '''||Must contain a from address email as a From Address Email. A common issue with failed emails is caused from this.<br />3. |-||'''To Address - '''||If certain staff or the system administrator needs to be notified of failed emails, the recipient([s) will go ] of the failed email message should be listed here. <br /> 4. Subject |- ||'''Subject '''||Write the subject of the email here - '''ex: ''Failed to Send Email e.g '''''The maximum length of a subject line is 255 characters. Failed To Send Emails<br />5. |-||'''Body - '''||Body of the Email email to recipients.<br /><br />|}Once Click '''Save '''once you are done filling everything is filled out, make sure to hit save. 
==See Also==
* [[Email]]
* [[Email restriction|Email Restriction]]
* [[Message Queue]]
[[Category:Email]][[Category:Email Broadcast]][[Category:Security]][[Category:Global Settings]]
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