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Overview

Integration with Email allows ConnectSecure to send outbound emails for notification and report scheduling.


Getting Started

Navigate to Global > Integrations > Office 365 EmailHere

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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 tell the integration what events should generate an alert. Tap the Add button to view and add your desired event sets.

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Give the Event Set a name of your choosing, select a Notify By option, and select the Event Set(s) you want to create the alert(s) for.

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Tap on the Category name (expand style menu) to see the individual Event Sets based on Category.

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Use the checkboxes to select the Event Sets, then tap the Save button. Upon doing so, you will be prompted with a Confirmation box asking if you want to create an Integration Profile or save your event set.

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Integration Rules

Here, we define which email address will be notified based on the configured Event Set(s) from above. 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.

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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.

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Get Support

If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.


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