SMTP Settings

SMTP settings

SMTP (Simple Mail Transfer Protocol) is a setup useful in sending mails at an organisation. Be it internal mailing or external, your email client such as Outlook, Apple Mail, Mailbird, etc. runs on SMTP protocol to send e-mails to the right receiver.

The SMTP from TCP/IP protocol stores and forwards emails through network and prevents cross emails.

This section will help you learn the steps involved in setting up an SMTP protocol on Pocket HRMS.

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

How to set up SMTP?

Step 1: Log into the cloud portal, go to the 'Settings' menu and, under the ‘Organization’ tab, click on the 'SMTP Settings' sub-tab. To add new SMTP settings, click on the ‘+’ icon towards the upper left-hand side of the screen.

Step 2: A pop-up will open where you need to fill in the details such as the ‘SMTP Server’, ‘Sender Name’, ‘Sender Email’, ‘BCC’, ‘Priority’ and other mandatory details in the respective fields. Click on the ‘Update Settings’ button and the SMTP settings will be saved.

Step 3: Alternatively, to use the default SMTP settings, click on the ‘Add Default Settings’ button to autofill the values. Enter the ‘BCC’ value as required. Click on the ‘Update Settings’ button and default values will be saved for your organization.

For any queries, contact [e-mail]