Overview


Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the 'Email Settings' on the User Record must be completed.

The Email Settings tab contains the Outgoing Mail settings for the User's email address (located on the General Tab).


Security


Each individual user within Restaurant365 can access and make updates to their Email Settings on their User Record.  Users with the Security Role 'User Setup' can access and manage other User's Email Settings as well.


Navigation


To open your own person User record, hover over your User name in the top ribbon and select 'User Info'.  This will open your User Record



To manage other Users, navigate to the 'Users' list view in the 'Administration' subsection of the Accounting Module.  Double click on the desired User Record to open



Set Up Email Settings


By default, each User must have an email address in the Email Address field on their User Record.  So the step to add the User's Email Address will likely have already been completed.  This field is located on the 'General' tab of the User Record.  Navigate to the 'Email Settings' tab and complete the remaining fields:



1) Email Password - enter the Email Account Password for the Email Address specified on the 'General' tab of the User Record

2) Email Outgoing Mail Server - enter the Outgoing (SMTP) Mail Server for the Email Address specified on the General tab of the User Record.  Please refer to the list of Common Webmail Provider SMTP Settings for this step

3) Email Port - enter the SMTP Port for the Email Address specified on the General tab of the User Record.  Please refer to the list of Common Webmail Provider SMTP Settings for this step

4) Email SSL Checkbox - check the box to signify 'Yes' for Email SMTP services that require SSL/TLS.  Please refer to the list of Common Webmail Provider SMTP Settings for this step