When clicked a new window named "Edit Email Server" will appear in which two options for the "Email Engine" field is presented, they are the following:īoth options will be explained in sections below. Click on the "Edit" button to change the configuration of this email server. This item represents an email server which is not configured yet and it's called "MAIL". Then, select the only item listed in the page that opens. on, users must have the PM_SETUP_EMAIL permission assigned to their role to access the ADMIN > Settings > Email Servers option. Then, to edit the Email Server configuration go to ADMIN > Settings > Email Servers and the following interface will appear. Edit the Email Server ConfigurationsĪllow ProcessMaker to send out email notifications by logging in to ProcessMaker with a user such as "admin", who has the PM_SETUP permission in his/her role. It is not recommended to use Office 365, since it has not been tested and some configurations may not work as expected. Note: The email settings have been tested with Gmail, Yahoo and Hotmail services. Case Notes: to send the comment in a case note as an email to the users who have participated in the case.Trigger code with the PMFSendMessage() function.Events: Send Message Events, to email users at particular times during the course of a case.Tasks: To automatically email an user when assigned to a case.This page will explain the settings to configure the email servers within ProcessMaker.Ĭonfigure the email servers in order to be able to use the following components: ProcessMaker can be configured to send out emails to keep its users apprised of new cases in their Inbox and notify them at specified times while running cases. Sending Emails from Different Server and User Accounts.Turn on Access for less secure apps in Gmail.
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