Email Default Settings
Configure email default settings that are available to all users.
What are Email Default Settings?
The email default settings allows an Administrator to configure outbound email sending. Outbound emails are available in Requests via Actions By Email connectors, Send Email connectors, Tasks, and emailed user notifications.
Email default settings are default configuration options for a mailer driver to work within server mail apps.
ProcessMaker Platform provides mailer drivers for the following services:
View Email Server Default Settings
Follow these steps to view the email server default settings:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
From the Settings panel on the left, expand the Email section.
Select Email Default Settings to view the following details:
Setting: The Setting column displays the name of the default email server settings.
Configuration: The Configuration column displays the setting value and how it is configured.
Create a New Email Server Configuration
Follow these steps to create or edit an email server configuration:
View your email server default settings. The Email Default Settings tab displays.
Click on the +Mail Server button at the top of the Email Default Settings panel. A new option displays below to the Email Default Settings option called Email Server N, where N is a number of the created email server.
Optionally, change the name of this email server's alias name. Follow these steps:
Change the name for this email server's alias, and then click on Save.
Optionally, change which mail driver this email server uses. Follow these steps:
Select one of the following options that represent supported mail drivers:
smtp: Click on the smtp option to use the SMTP mail driver.
sendmail: Click on the sendmail option to use the Sendmail mail driver.
mailgun: Click on the mailgun option to use the Mailgun mail driver.
postmark: Click on the postmark option to use the Postmark mail driver.
ses: Click on the ses option to use the Amazon SES mail driver.
Click Save. Subsequent settings for that email server change based on the selected mail driver. Follow the instructions below for your selected mail driver
Edit an Email Server Configuration
Edit an email server based on the selected mail driver and the mail driver.
Amazon SES Mail Driver Settings
Simple Email Service (SES) is a cost-effective, flexible, and scalable email service that enables developers to send mail from any application. A widely used service in this category is Amazon Simple Email Service.
Configure Amazon SES Mailer Driver Settings
To configure an Amazon SES email server, the following information is needed:
Amazon access key ID
Amazon secret access key
Amazon default region
To generate or locate your Amazon access key ID and secret access key, refer to Understanding and getting your AWS credentials. For details on Amazon regions, refer to Regions and Amazon SES.
Configure the following Amazon SES settings as necessary:
Create a new email server configuration. The settings for the new email server display. By default smtp is selected as the mailer driver.
Select the ses option, and then click Save. The settings for SES mailer driver display.
Enter your Amazon access key ID, and then click Save.
Enter your Amazon secret access key, and then click Save.
Enter your Amazon region, and then click Save.
Enter the email address that this server uses to send emails, and then click Save.
Enter the person or company name that sends the email, and then click Save.
Example Amazon SES Mail Server Configuration
Consider the following example that stores all settings for an Amazon SES mail server configuration:
Mailer driver:
ses
Amazon Access Key ID:
AmazonExampleID
Amazon Secret Access Key:
••••••••••••••••••
Amazon Default Region :
us-west-2
Sender Email:
LouisCanera@BigCompany.com
Sender Name:
LouisCaneras
Send a Test Email Using an Email Server Configuration
Send a test email using an email server configuration to ensure that your email server configuration sends emails correctly.
Follow these steps to send a test email using an email server configuration:
View your Email Default Settings. The LDAP tab displays.
Locate the custom email server setting's tab if not testing the default email server settings.
In the Recipient's email address setting, enter the valid email address to send the test email. This is a required setting.
Click Test. Any errors that occur display below the Recipient's email address setting. If no errors display, review the Inbox for the email address to which the test email was sent.