Managing Email Settings

Security Validation uses a system email in user account registration, Email Profile verification, and system generated alerts and notifications. These settings are managed on the Email Settings page.

To Edit Email Settings

1. Go to Settings > Director Settings. The Systems Settings page opens.
2. Select Email.
3. Fill out the Email Settings form. There are several common fields and fields that change based on the authentication method. We recommend selecting your authentication method first. Descriptions of the fields are listed in the order they are displayed in the Director.
   • From Email Address: Enter a valid email address that will be used to send messages from the Director.
   • Server Address: Enter the valid server address for outbound mail (e.g., smtp.gmail.com).
   • Server Port: Select one of the commonly used port numbers for outbound email or select Other and specify the port number.
   • Use Authentication: Enable or disable email authentication. If you enable authentication, you must select one of the following authentication types: Select Plain, NTLM, Login, Cram MD5, Microsoft Office 365 OAuth2, or Gmail API. Your selection determines which fields are displayed and required.
     • If you choose Plain, NTLM, Login, or Cram MD5:
       • Username: Enter the credentials for authentication. The username and password are for an account on the mail server, which does not necessarily have to be the same as the email account you specified in the From Email Address field. This depends on your email provider's configuration instructions.

       • Password: Enter the password used for the username specified.

       • Your Domain: Specify the domain for the email account being used.

         For the example shown above, fastmail.com is the domain because it is using joe.smith@fastmail.com as the email address.

       • Use Encryption: If you want to encrypt outbound email, select STARTTLS or SSL/TLS. Otherwise, select Off.
         • Verify Cert: Verifies the certificate for incoming emails when selected.
     • If you choose Microsoft Office 365 OAuth2:

       • Client ID: Enter the Application (client) ID that the Azure portal assigned to your application.

       • Client Secret: Enter the client secret (key) generated for your application.

       • Tenant ID: Enter the tenant ID (Directory ID) located in your Azure AD admin center.

     • If you choose Gmail API:

       • Client ID: Enter the Application (client) ID that the Google portal assigned to your application.

       • Client Secret: Enter the client secret (key) generated for your application.

   • New User Welcome Subject: Enter the subject line to be used in welcome emails to new users.
   • New User Welcome Body: Enter the body text to be used in welcome emails to new users.
   • Director IP address or FQDN: Enter the IP address or fully qualified domain name for the Director. This will be used in links that are embedded in email.
     

     FQDNs must comply with RFC 1123, a standard that defines the requirements for FQDNs on the internet. This standard specifies that FQDNs can only contain the following:

     • Letters (A-Z, a-z)
     • Digits (0-9)
     • Hyphens (-)

     Underscores are not permitted.

     
     

     For more information, see RFC 1123: Requirements for Internet Hosts.

   • Password Reset Subject: Enter the subject to be used when sending a password reset email.
   • Password Reset Message: Enter the body of the message to be used when sending a password reset email.
4. Click Update Email Settings.

To send a test email

1. Go to Settings > Director Settings. The Systems Settings page opens.
2. Select Email.
3. In the Send Test Email form, enter a valid email address.
4. Click Send Test Email.

Send Test Email