EMAIL: Email Integration
- 1 Overview
- 2 Getting Started
- 3 Setup
- 3.1 Credentials
- 3.2 Event Set
- 3.3 Integration Rules
- 3.4 Company Mapping
- 4 Get Support
Overview
Integration with Email allows ConnectSecure to send outbound emails for notification and report scheduling.
Getting Started
Navigate to Global > Settings/Integration > then tap the Email tile.
Setup
Credentials
Complete the required fields and tap Update to continue:
Name: Enter a name of your choice for the SMTP email credentials.
SMTP Host: Enter the hostname of the SMTP server. (Example: email-smtp.us-east-1.amazonaws.com)
SMTP Port: Enter the port to be used for SMTP (Example: 465)
SMTP Username: Enter the SMTP username for authentication.
SMTP Password: Enter the password for the username used for authentication.
Email Address to Send From: Enter the email address used for send as / send from.
SSL Status: Select the checkbox for SSL encryption on the port connection.
TLS Status: Select the checkbox for TLS encryption on the port connection.
Email for Test Email Check: Enter the email address to get a test email.
Associated Company: Leave blank to associate for all companies.
Event Set
This is where you configure the Event Set (Alerts).
Refer to our KB here for details on Event Sets: https://cybercns.atlassian.net/wiki/x/UYCugg
Integration Rules
Here, we define which email address will be notified based on the above-configured Event Set(s).
Complete the required fields to save.
Name: Give the integration rule a name of your choice.
Email ID: Enter the email address(s) comma separated to receive any configured Event Set alert.
Email Address Send From: Enter the email address used for sending.
Send Reply to Email: Enter the email address used for replies.
Event Set: Select the Event Set for the associated email profile to use.
Company Mapping
This is where you map your ConnectSecure company to the Integration Rule(s) and can enable the ‘Create Email Alert’ box to enable this rule.
You can map a company without selecting an Integration Rule.
Get Support
Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
https://cybercns.freshdesk.com/en/support/login
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