How to configure Mail Settings

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Overview

When scheduling a report or dashboard, the user may encounter an error require to have an email address. Here are the steps on how to address them.

Step 1: Access Settings

• Click Settings to open the configuration menu.

Step 2: Open Scheduler

• Select Scheduler from the menu options.
  

  

Step 3: Enter Mail Settings

• Click Mail Settings to access email configuration options.
  

  

Step 4: Configure SMTP Settings

• Enter SMTP Host:

  • Type in the SMTP Host (your email gateway of the SMTP server).
    

    

• Enter SMTP Port:

  • Input the SMTP Port (default is usually 587).
    

    

Step 5: Manage TLS Settings

• Toggle TLS:

  • If your server requires it, enable Transport Layer Security (TLS) by toggling the button on.
    

    

Step 6: Configure the Email Sender Details

• Enter SMTP From Address:

  • This is the email address that will appear in the 'From' field of the emails.
    

    

Step 7: Enable and Setup SMTP Security

• Toggle Use SMTP Security:

  • Activate this feature if required by your email server.
    

    

     
    

• Enter Username:

  • Input your email server username for a secure connection.
    

    

• Enter and Confirm Password:

  • Type in your password and confirm it to establish the secure connection.
    

    

Step 8: Save configuration

• Click Save

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And there you have it! You now know how to configure your mail settings!