Email configuration

Open Email Configuration

Select your name and picture at the bottom left of the Dalfin sidebar and choose Settings. In the Settings sidebar, open Organization Configuration and select Email Configuration.

The page is headed Email. You see a card for each email setup you have added, plus an Add Email Configuration card.

Start a new configuration

On the Add Email Configuration card, select Add Email Configuration. The Email Configuration window opens.

Pick your email provider

Select one of the provider cards: SMTP, Gmail, Office 365 or AWS SES. The fields below change to match.

Fill in the connection details

• SMTP: SMTP Server, SMTP Port, Email or Username, Sender Email and Password.
• Gmail or Office 365: SMTP Port, Email or Username and Password. The SMTP Server is filled in for you.
• AWS SES: Aws Access Key Id, Aws Secret Access Key, Region Name and Sender Email.

Turn on Set as default configuration if this should be the one your organization uses.

Test the connection

Select Check Connection. If a required field is empty or wrong, you see Ensue all the data is correctly filled and the fields to fix are marked. Otherwise a message tells you whether the connection worked.

Save

Select Save Configuration. The window closes and the new configuration appears as a card showing the provider, the date it was added and its email address.

Choose the default configuration

The configuration in use shows an In Use badge. To switch, select Set as Default on another card. Confirm with Yes, Set As Default!. From then on, all outgoing email uses that configuration.

View or edit a configuration

Select the ⋮ menu on a configuration's card. It offers View, Edit and Delete (you only see the ones your permissions allow).

• View opens the Email Configuration window with the fields read-only.
• Edit opens the same window with the fields unlocked. Change what you need and select Save Configuration.
• Delete removes the configuration after you confirm.