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SMTP server

The SMTP Server form allows you to configure the settings Manager.io uses to send emails directly from within the software. This guide explains the available fields and provides setup instructions.

Protocol

Manager.io supports two email protocols:

  • HTTP
  • SMTP

Choose the appropriate protocol based on your email service preference and configuration requirements.

HTTP Server

If you select HTTP as your protocol:

  • Enter the HTTP Server URL in the provided field.
  • For convenience, Manager.io offers a free public email service at email.manager.io; enter this in the HTTP Server field to use it for sending emails.

Reply to

When using the HTTP protocol, you must specify the email address to which your email replies should be directed. Typically, enter your business email address here.

SMTP Server Settings

If you select SMTP as the protocol, additional SMTP fields will appear, requiring you to enter the following details provided by your email provider:

SMTP Server

  • Enter the SMTP Hostname provided by your email provider. Common examples include:
    • smtp.gmail.com
    • smtp.mail.yahoo.com
    • smtp.office365.com

Port

  • Choose an SMTP Port number: 465, 587, or 25.
  • It is strongly recommended to use ports 465 or 587, as these ports provide secure and encrypted connections. Port 25 is generally unsecured and not recommended.

SMTP Credentials

  • Username: Enter the username that you use to log in with your email provider (typically the full email address you use). Some providers may specify a different username.

  • Email Address (Optional): If you enter a username that does not resemble an email address, Manager.io will display an additional Email address field. Input the corresponding email address for sending emails.

Password

  • Enter your email account's password associated with the provided Username.
  • Click the Show password button if you wish to verify your password as you type.

Advanced Email Options

These optional settings provide additional flexibility to your email configuration:

Send a copy of every email to this address

  • Check this option to automatically send copies of each sent email to another designated email address.
  • Useful for archival and monitoring purposes.

Receive email replies at a different address than you send from

  • When selected, an additional field will appear. Enter the email address where replies should be directed.
  • This allows you to use a "reply-to" address different from your outgoing email address.

Do not verify TLS certificate

  • Checking this option disables validation of self-signed TLS certificates.
  • Important: Use only with caution—check this box only if you are sending emails from your own server using self-signed certificates. Do not use this option with popular email services such as Gmail, Yahoo Mail!, or Microsoft Office 365 for security reasons.

Testing and Saving SMTP Settings

After entering your SMTP settings, follow these steps:

  1. Click Test email settings—Manager.io will send a test email to verify if the SMTP connection is working correctly.

    Test email settings

  2. If the test fails:

    • Confirm all details you've entered are correct.
    • Try using your email provider settings with a different email client (e.g., Mozilla Thunderbird) to confirm if those settings function correctly elsewhere.

  3. Once your settings function properly, click Update to save the SMTP settings.

    Update

Using Email Integration

With SMTP configuration complete and saved, Manager.io activates an Email button on transactions and reports. You can now email these directly from Manager.io.

Email

Configuring SMTP with Popular Providers

Gmail

When configuring Gmail SMTP settings:

  • Ensure your Gmail account has 2-step verification enabled.
  • Generate an App-specific password via your Gmail account.
  • Use this generated app-specific password in the SMTP password field. Due to security measures, your regular Gmail password cannot be used directly in Manager.io.

Yahoo! Mail

To configure Yahoo! Mail SMTP settings:

  1. Log in at https://login.yahoo.com/account/security.
  2. Under App passwords, click on "Generate app password".
  3. In the "App passwords" window that pops up:
    • Select "Other app".
    • Enter "Manager.io" in the provided field.
    • Click "Generate".
  4. Yahoo! will display a new app password, which you need to enter into the SMTP password field in Manager.io.

Setting up your SMTP server correctly will allow seamless email integration within Manager.io, enabling smoother business operations directly from the application.