How to configure Mail Settings

Version: Yurbi v12

Role: Admin or higher

Permission: Admin or higher


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


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