Pre-requisites
Install Rx-Hub 1.0.1 or higher
Overview
The Email functionality in Rx-Suite enables you to set up and customize your email settings, empowering the application to send email messages. This feature is invaluable for various workflows, including sending Purchase Order documents to vendors or delivering Frame Transfer documents to retail stores.
Permissions
Rx-Suite provides you with an exceptional level of control over user permissions. With our platform, you can easily grant users full or read-only access to specific features within the Hub module. Moreover, we offer the flexibility to create custom roles with pre-defined permissions, allowing you to assign appropriate access rights to different users efficiently.
The relevant permissions for Email functionality can be set up in Rx-Hub → Roles → (Specific Role) → Rx-Hub.
In Rx-Hub, edit the role of the user you want to grant access to.
Grant the role “Create, Read, Update, Delete” permissions for the Email functionality of the Rx-Hub permissions tab. Make sure you click on the “Update Role” button to save the settings. Learn more about setting up roles.
Required Setup and Configuration
You need to ensure that the email provider of the email address you are using to send email from Rx-Suite is configured properly. Some email providers (such as Gmail or Outlook) have specific settings that must be set in order to allow third-party applications (such as Rx-Universe or Rx-Suite) access to send emails using their services.
Here are some of the available vendor-specific information for setting up app passwords.
Gmail: https://support.google.com/accounts/answer/185833?hl=en
Outlook: https://learn.microsoft.com/en-us/azure/active-directory/authentication/howto-mfa-app-passwords
You can also check the Rx-Universe Email Set up for additional reference.
Required Information for Email Setup
Required Information | Description | Example |
|---|---|---|
Email Address | The email address you want to use to send messages from | sample@rxuniverse.com |
Email Server | The mail server to send messages from. This Outgoing mail server name. Most often smtp.yourprovider.com . This is also referred to as the SMTP Host Name | |
Port | The port the mail server accepts (outgoing) messages on. | Most use 143 or 993 for IMAP, or 110 or 995 for POP. |
Password | The password associated with your email account. | ------------------- |
Authentication Type | How to provide credentials to the email server. Please consult your server's documentation for details. We support the following authentication types: Plain, Login CRAM-MD5 | ------------------- |
Setting up Email Configuration
\uD83D\uDCD8 Instructions
To make the most of the Email functionality, follow these steps to configure your email settings:
From the Rx-Hub dashboard, go to the side navigation menu on the left and select the Email option.
2. You can enter the required information.
If Authentication is needed, you will need to provide the Password and Authentication Type details. Refer to the Required Set-up section for details.
You can toggle the System Default Email checkbox if you want to use the email address the System Default Email. If checked, any modules without a specific override will use this account. Checking this will unset the previous system default email.
Click on the Update button to save the changes.
To test if the email configuration is working, you can use the Send A Test Email function. If the set is correct, you should receive a test email.
