Email

Configuring the Email distributor for ReportWORQ

ReportWORQ administrators can open the Administration screen from the Administration button on the top right side of the page and edit Email settings.

 There are three types of authentications:

1. Basic Authentication (SMTP)

2. Office 365 SMTP setup

3. SendGrid API

Basic Authentication Settings

• Server Name and Port: Provide the server name and the port. The default port is 25 without SSL. If you want SSL, the default port is 587. 

• Username and Password: If your SMTP server requires authentication, provide valid credentials for the username and password. 

• Default From Address: This address is often a username. If your server is whitelisted to send email, this address isn’t needed.

• Test Email Address: This email address will be used for validation testing.

Office 365 SMTP

 If Office 365 SMTP authentication has not yet been configured to work with ReportWORQ Azure, App Registration can be referenced here.

Settings:

• Mailbox Email Address:  The name of the mailbox used to send email from, which is typically the same account that was used for the Microsoft 365 Authentication.

• Default From Address: This address is often a username. If your server is whitelisted to send email, this address isn’t needed.

• Test Email Address:  This email address will be used for validation testing.

SendGrid API Settings

• SendGrid API key: Enter your key here.

• Test Email Address: This email address will be used for validation testing.

Toolbar Options

• Test: Clicking the '✓' button will either display a success message or show error messages with further information on missing or misconfigured settings.

• Save: the 'Save' button saves changes made to the distributor settings.

• Advanced Options: Click the Advanced Options button to open the Advanced Options sidebar:

Message Limits (Optional): Most mail servers have a maximum attachment size. If an email fails due to size, the mail server might not report the error to ReportWORQ. 

1. Configure ReportWORQ with a maximum size in MB. Doing so will either prevent ReportWORQ from sending the email, or ReportWORQ may split it into multiple email messages. 

2. Set email throttling if your server requires it.
   
   The Email Distributor can be enabled or disabled by clicking the checkbox.