The settings you configure in the Email section of the External Communications page allow for messages to be sent via email from Penelope to Workers and Clients. The Authentication Email settings make it possible to use the 2-step login feature for enhanced security at the authentication (login) level.
After you enable email External Communications in Penelope you can configure recipient delivery settings for both Workers and Clients.
Email Settings Reference
Setting | Description |
Test | A tool to test the email settings that you've configured. |
Enable / Disable | A tool to enable or disable the use of the email component of External Communications. This setting is database-wide (i.e. it is applicable to all clients and workers regardless of their individual message settings). |
Use standard email settings | For Authentication Email Settings only, an option to specify that the standard email settings configured should or should not be used for authentication purposes. |
Host | The host name of the outgoing SMTP (Simple Mail Transfer Protocol) server. Common examples include:
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Send From | The email address from which all email notifications will be sent (i.e. the sender or email address listed in the "From" field). For example, many agencies use a generic or administrative email address like info@agencyname.com or admin@agencyname.com. |
Username | The username for the account that will be sending messages from your email server. Some email providers require your full email address as your username. |
Change Password | The password you use to sign in to the email account that will be sending messages from your email server. |
Port Number | The port number used by the outgoing mail server. Penelope defaults to the port typically associated with the encryption type selected
You can generally use the default port number for your encryption type, but we recommend that you consult your IT department or email hosting provider to confirm. |
Encryption type | The encryption type (SSL or TLS) supported by the outgoing mail server. SSL (Secure Socket Layer) and TLS (Transport Layer Security) are security protocols that encrypt data in transit through an extremely secure algorithm that requires SSL or TLS certificates on both sides of a transaction (i.e. an email going from your email server to someone else's email server) to "shake hands" before revealing the contents of the data (the email you sent).
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Penelope version 4.21.1.0 (and above) – Penelope is now fully TLS1.2 compliant. All emails sent from Penelope will be sent using the TLSv1.2 protocol to ensure modern security standards are met.
Configure Email Settings
Complete this task if you want to send email messages to Clients and/or Workers from Penelope.
Note
These settings apply to all non-Authentication email communication from Penelope. For information about configuring the Authentication email options see the Configure Authentication email settings topic.
Before you begin: Review the Email Settings Reference topic for information about each field or property available for you to configure.
1. Navigate to System Setup > External Communications.
2. In the Email section click Edit.
3. If you haven’t entered your email password yet, click Change Password and then enter the password for the email account listed in the Username field. Please note that passwords are limited to a maximum of 30 characters.
4. Complete each of the fields listed below with the information provided by your email provider:
5. Click Save.
6. In the Email section click Enable.
7. To ensure the settings are configured accurately click Test.
In the Recipient field type an email address to send a test email to.
In the Subject and Body fields type the content you would like to include in the test email.
Click Save.
If the test email is received successfully the setup is complete. Otherwise, you will need to review and adjust the settings in steps 3 and 4 until the test passes.
Configure Authentication Email Settings
Only complete this task if you will also be configuring the 2-step login feature using trusted devices. For more information please read the Penelope Authentication topics.
Before you begin: Review the Email Settings Reference topic for information about each field or property available for you to configure.
1. Navigate to System Setup > External Communications.
2. In the Authentication Email section click Edit.
3. Complete one of the following options:
To use the same email settings as your general email settings click the Use standard email settings
To configure a different email account for Authentication complete the fields using the information as provided by your provider.
4. Click Save.
5. In the Authentication Email section click Enable.
6. To ensure the settings are configured accurately click Test.
In the Recipient field type an email address to send a test email to.
In the Subject and Body fields type the content you would like to include in the test email.
Click Save.
If the test email is received successfully the setup is complete. Otherwise, you will need to review and adjust the settings in step 3 until the test passes.