Messenger Profiles

How can I set up an Email Account?

Jake Ellis avatar
Written by Jake Ellis
Updated over a week ago

What are Messenger Profiles?

Messenger profiles allow you to set up email accounts. These can be accessed from Administration > Messaging > Messenger Profiles.

What are Messenger Profiles used for?

Messenger Profiles configured with SMTP accounts can be used to send emails directly from Indigo.

Adding new Messenger Profiles

  1. Click on the Insert icon.

  2. The following window will popup:

Name: Enter a name for the Messenger profile
​Messenger Type Name: Select the protocol for the Messenger Profile

  • SMTP Server Name / Address: Enter the server's URL or IP address.

  • SMTP Port Number: Select the configured SMTP port.

  • Sender Name: Enter the name for the email address that will be sending out emails.

  • Sender Email Address: Enter the email address from which emails are going to be sent.

  • SMTP Username: Enter the username for sender's email account.

  • SMTP Password: Enter the password for sender's email account.

  • Retry Interval (seconds): Select how long to wait (in seconds) before re-attempting to connect following a failed attempt.

  • TLS: Transport Layer Security. Check box if the server uses TLS.

  • Test Recipient Email Address: Enter an email recipient to send a test email to using the Sender Email Address.

Selecting the Messenger Profile

  1. Once the Messenger Profile is created, go to Payroll and Leave > Main > Settings.

  2. In the side menu, click on Payroll.

  3. Select General Settings.

  4. Click on the Edit button.

  5. Select which Messenger Profile you want to choose.


Editing an existing Messenger Profile

To edit an existing Messenger Profile, go to Administration > Messaging > Messenger Profiles, highlight the profile by clicking once on the respective row, and click the Edit button.

Deleting an existing Messenger Profile

To delete an existing Messenger Profile, highlight the profile and click on Delete.

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