SMTP server

The SMTP Server settings in Manager.io allow you to send emails directly from the application using your preferred email server. This guide will walk you through configuring these settings to ensure seamless email communication from within Manager.io.

Accessing SMTP Server Settings

1. Open Manager.io.
2. Navigate to the SMTP Server settings section.

Protocol Selection

Manager.io supports two protocols for sending emails:

• HTTP
• SMTP

Choose the protocol that aligns with your email server.

HTTP Protocol

If you select HTTP:

HttpServer

• Enter the URL of the HTTP server in the HttpServer field.
• Tip: Manager.io offers a free public email service at email.manager.io. You can use this service by entering email.manager.io in the HttpServer field.

ReplyTo

• Specify the email address where replies to your emails should be sent.
• Typically, this is your business's email address.

SMTP Protocol

If you select SMTP:

SmtpServer

• Enter the hostname of your SMTP server in the SmtpServer field.
• Common examples include:
  • smtp.gmail.com (Gmail)
  • smtp.mail.yahoo.com (Yahoo! Mail)
  • smtp.office365.com (Microsoft Office 365)

Port

• Enter the port number for your SMTP server.
• Recommended ports:
  • 465
  • 587
• Note: These ports are securely encrypted. Port 25 is not recommended due to lack of encryption.

SmtpCredentials

Username

• Enter your SMTP username in the Username field.
• This is often your email address but may vary depending on your email provider.

EmailAddress

• If your Username is not in the form of an email address, an additional EmailAddress field will appear.
• Enter the associated email address for the sending account.

Password

• Enter your SMTP account password in the Password field.
• Click the Show Password button to view the password as you type.

Additional Options

Send Copy

• Select the Send Copy option to send duplicates of outgoing emails to an additional address.
• Useful for archiving sent emails.

Receive Replies at a Different Address

• If you want replies sent to a different email address, select Receive Replies at a Different Address Than You Send From.
• A field will appear to enter the desired reply-to email address.

Do Not Verify TLS Certificate

• The Do Not Verify TLS Certificate checkbox allows you to bypass SSL certificate verification.
• Important: Only select this if using a self-signed certificate on your own server.
• Leave unchecked when using standard providers like Gmail, Yahoo! Mail, or Office 365 for security purposes.

Testing Your Configuration

• Click the Test Email Settings button to send a test email.
• This verifies the connection to your SMTP server.

Troubleshooting

• If the test email fails:
  • Double-check your SMTP settings.
  • Ensure all entered information matches your email provider's requirements.
  • Test the settings with an alternative email client (e.g., Mozilla Thunderbird).

Saving Your Settings

• After configuring, click the Update button to save your settings.

Using the Email Feature

• A new Email button will now be available on transactions and reports.

• Use this button to send documents directly from Manager.io.

Configuring Specific Email Providers

Gmail Configuration

1. Enable 2-Step Verification on your Gmail account.
2. Generate an App Password:
   • Go to your Google Account settings.
   • Navigate to Security > App passwords.
   • Select Other (Custom name), enter "Manager.io", and generate the password.
3. Enter the App Password:
   • Use the generated password in the Password field within Manager.io.
   • Note: Direct use of your Gmail password is not permitted for security reasons.

Yahoo! Mail Configuration

1. Generate an App Password:
   • Visit Yahoo Account Security.
   • Click on Generate app password.
2. Create for Manager.io:
   • In the App passwords window, select Other app.
   • Enter "Manager.io" and click Generate.
3. Enter the App Password:
   • Use the generated password in the Password field within Manager.io.

Conclusion

By following this guide, you can set up your SMTP server settings in Manager.io to streamline your emailing process. Ensure all settings match your email provider's specifications for optimal performance.