Create a system email account

By using the System email accounts (SM204002) window, you can create an email account to send and receive emails through Visma Net.
You can create as many system email accounts as you need and can even use an individual account for each specific purpose, but only one account can be set up as the default system email account to be used for sending automatic emails.

  1. Go to the System email accounts (SM204002) window.
  2. Click .
  3. In the top part of the window, do the following:
    1. In the Email account ID field, type the name of the system email account.
    2. In the Email address field, type the email address of the account that will be used as a system email account.
    3. Optional: In the Reply address field, type the email address that will be used for automatic replies.
  4. On the Servers tab, do the following:
    1. In the Incoming email protocol field (in the Server information section), select the protocol to be used to connect to the incoming server.

      If you have selected the IMAP protocol, in the Root folder (on server) field, you need to type the path to the folder that will be used as the root folder for storing emails.

    2. In the Incoming email server field, type the name of the server that will be used to receive emails.
    3. In the Outgoing email server field, type the name of the server that will be used to send emails.
    4. In the Username field (in the Login information section), type the name of the email account that will be used as a system email account.
    5. In the Password field, type the password to the specified email account.
  5. On the Advanced settings tab, do the following:
    1. If the outgoing server requires additional authentication, in the Security section, select the My outgoing server requires authentication check box.
    2. If the system needs to use certain credentials to access the outgoing server, specify the following information:
      • Log in using: Selected
      • Username: The name of the account through which the system will access the outgoing server
      • Password: The password to the account

      If you leave the Log on using check box cleared, the credentials that you have specified for the incoming mail server will be used for authentication on the outgoing server.

    3. If the server should validate the From values of outgoing emails, select the My outgoing server validates the 'From' field check box.
    4. In the Incoming server port (POP3/IMAP) field in the Server port numbers section, type the number of the port to be used for incoming mail.
    5. If SSL connection to the incoming server is required, select the Incoming server requires encrypted connection (SSL) check box.
    6. In the Outgoing server port (SMTP) field, type the number of the port to be used for outgoing mail.
    7. In the Outgoing server encrypted connection, select the protocol to be used by the outgoing mail server.
  6. Click , and then click Test to test the email account settings.

     

    If the system email account has been configured correctly, the testing process completes successfully, which is indicated by a green check mark that appears next to the Actions menu.

    If the testing fails, you may have to check the security settings of the account that you want to use as the system email account.