To provide a clear and concise step-by-step guide for users to set up their profile and configure email settings in the system, ensuring accurate communication and notifications.
Key Steps
Access Your Profile:
Locate the upper right corner of the screen.
Click on your name.
Select "My Profile" from the dropdown menu.
Enter Personal Information:
Input your personal phone number in the designated field for receiving text notifications.
Choose your default caller ID from the available options.
Configure Email Settings:
Scroll down to the "Email Settings" section.
Enter the SMTP information for your email server (e.g., Office 365).
For the username, typically use your email address, but verify if a different username is required for login.
Enter your email address in the username field and again in the email field.
Input your email password.
Test Email Configuration:
Important: Do not hit "Save" yet.
Enter a test email address (preferably one you have access to).
Click on "Test Configuration" to send a test email using the credentials provided.
Check your inbox for the test email to confirm successful configuration.
Save Your Settings:
Once you receive the confirmation email, click "Save" to finalize your profile settings.
Note: After saving, the password field will appear blank, but it is still stored securely.
Cautionary Notes
Ensure that all email and password entries are accurate to avoid configuration errors.
Do not click "Save" before testing the email configuration, as this will close the settings without testing.
If you receive an error during the test configuration, double-check your SMTP settings and credentials before retrying.
Tips for Efficiency
Prepare your SMTP information and test email address in advance to streamline the setup process.
Use a secondary email account for testing to ensure you can access the test email without issues.
Regularly update your profile information to maintain accurate contact details for notifications.
By following these steps, team members can efficiently set up their profiles and ensure reliable email communication within the system.