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Configure email server settings in Perform & Engage 365

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Introduction

Initially, email server settings are configured using the 365.systems domain but it's possible to assign your own email account and domain.

This article shows Super admins how they can configure email server settings in Perform & Engage 365 to ensure notification emails can be sent.

 

Configure email server settings

Required role: IT admin or Super admin.

1. Select the cog icon > Organization Settings. The settings page opens on the Billing tab.

2. Select the Email server configuration tab. The Email Server Configuration page opens. This page shows the current email configuration settings.

A checkmark next to a Configuration Type shows the currently selected email configuration.

3. If you want to change email server settings, select the required Configuration Type in the Email server configuration section and follow the related steps:

4. Select Save Configuration.

 

Default (Perform & Engage 365) configuration settings

When Perform & Engage 365 is first configured, the email server settings are configured for the default 365.systems domain. This is the default managed email service for email delivery. For this configuration, the sender's email address is noreply@365.systems.

There are no configuration options here. If you're happy to continue with this default configuration, you can close the page.

If you later choose to move to a different configuration type, you can return to this default configuration by selecting Reset to Default Configuration at the bottom of the page.

 

Configure Microsoft Graph API (Application) settings

With this configuration, you use the currently signed in user account as the email server.

 

NOTE   

Microsoft Graph API is recommended for Microsoft 365 environments.

 

The user account must have Azure admin permissions.

1. Enter all or part of the email address of the currently signed in user in the Sender Email field, or select it from the drop-down.

Next, you need to grant consent for the application to access Microsoft Graph API for sending emails.

2. In the Microsoft Graph API Consent Required section, select Grant Consent and follow the on-screen prompts.

This initiates a permission grant flow in Microsoft Azure. An admin user must approve the requested permissions for sending emails.

3. Select Save Configuration.

4. If you want to test email server settings, see Test email server settings.

5. To revert to the default (Perform & Engage 365) configuration, select Reset to Default Configuration at the bottom of the page.

 

NOTE   

The Grant Consent function can be reset only by deleting the enterprise application, then contacting Zensai Product Support to remove settings.

 

Configure Microsoft Graph API (Delegated) settings

With this configuration, you can choose which user account you want to use as the email server.

 

NOTE   

Microsoft Graph API is recommended for Microsoft 365 environments.

 

The selected account must have Azure admin permissions.

You need to grant consent for the application to access Microsoft Graph API for sending emails. To do this:

1. In the Microsoft Graph API Consent Required section, select Grant Consent and follow the on-screen prompts. When prompted, you'll need to sign in to the service account that will send emails.

This initiates a permission grant flow in Microsoft Azure. An admin user must approve the requested permissions for sending emails.

The Sender Email field displays the name of the user who granted consent and is read only.

2. Select Save Configuration.

3. If you want to test email server settings, see Test email server settings.

4. To revert to the default (Perform & Engage 365) configuration, select Reset to Default Configuration at the bottom of the page.

 

NOTE   

The Grant Consent function can be reset only by deleting the enterprise application, then contacting Zensai Product Support to remove settings.

 

Configure SMTP Server settings

1. Enter the default Sender Email address that will be used for outgoing system emails, for example noreply@<your domain>.com.

2. Enter the SMTP server settings.

  • SMTP Server. Enter your mail server hostname, for example smtp.office365.com, smtp.gmail.com, and so on.
  • SMTP Port. This is usually 587 for TLS, 465 for SSL, or 25 for non-secure connections.
  • SMTP Username. The email address or username that's used to authenticate with the SMTP server.
  • SMTP Password. The password associated with the SMTP username.

 

NOTE   

Passwords are masked and stored securely.

 

3. Configure the TLS or SSL settings.

 

NOTE   

You should enable only one of these settings unless explicitly instructed by your mail provider.

 

  • Enable TLS. Select this checkbox if your SMTP server supports StartTLS. Typically, this is recommended when using SMTP port 587.
  • Enable SSL. Select this checkbox if your server requires SSL. Typically, this is recommended when using SMTP port 465.

 

4. If your SMTP server requires client-side certificates, you can upload the following items by selecting Choose File:

  • SSL Key File. Your private key file. Typically, the file extension is .key.
  • SSL Certificate File. Your certificate file. Typically, the file extension is .crt or .pem.

 

NOTE   

This is required only for advanced or custom mail setups, for example internal SMTP with mutual TLS.

 

5. The Timeout for server connections defaults to 100 seconds. If you encounter frequent timeouts, try increasing this number.

6. Select Save Configuration.

7. If you want to test email server settings, see Test email server settings.

8. To revert to the default (Perform & Engage 365) configuration, select Reset to Default Configuration at the bottom of the page.

 

Test email server settings

Once you've configured the email server settings, you can run a test to see if they're working correctly.

1. Before you test email server settings, select Save Configuration at the bottom of the page.

2. In the Test Configuration section, enter the @Recipient Email address, to which you want to send a test email.

3. Select Send Test Email.

If the email server settings are configured correctly, the recipient will receive the test email.

If the intended recipient doesn't receive the test email, see Troubleshoot email server settings.

 

Troubleshoot email server settings

If you've run the test as described in the previous section and the intended recipient didn't receive the test email, complete the following troubleshooting steps.

1. For SMTP connections, check the SMTP username, password, and port.

2. For SMTP connections, check the correct TLS or SSL settings are being used.

3. For Microsoft Graph API connections, verify the permissions were granted successfully.

4. Check firewall/network access to the mail server.

5. Select Save Configuration.

6. Run the test again. For more information, see Test email server settings.

If you continue to encounter issues configuring email server settings, contact Zensai Product Support.

 

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