MESSAGING 

DESCRIPTION:  The Messaging tab under Settings allows you to set up the Email server settings and the Email user profiles. 

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To access the MESSAGING tab, click on the SETTINGS button at the bottom of the main screen (left-hand corner),  then click the MESSAGING tab on the left-hand side and the following screen will appear:

The Messaging screen has two tabs:  The Email Server Profiles tab and the Email User Profile tab.  

SETTING UP EMAIL SERVER PROFILES

In Pro Fund Accounting, some functions allow you to send information to other individuals using email. The Email server profiles tab of the Messaging section, allows the administrator to setup profiles for the email server(s) that the organization has. If there is only one email server, then there only needs to be one email server profile. These profiles are then used when setting up the individual user email profiles; this allows the administrator to easily update the email server information for the organization without requiring them to update every user profile that is setup.

Let's get started with creating an email server profile:

1. PROFILE DESCRIPTION: 

This is a short description that helps the user know which email server profile to pick from.

2. SMTP SERVER NAME:

This is the web name or IP address of the SMTP server (i.e. smtp.cogitateinc.com).

3. SMTP PORT: 

This is the port number for the SMTP server (i.e. 1025).

4. USE ENCRYPTION: 

If your email server requires SSL or TLS encryption, then turn this option on otherwise you can leave it turned off.

5. SAVE ALL: 

Once all of the above fields have been filled in, then click on the Save profile button to save the email server profile. 

6. ADD: 

If you need to add another email server profile, then click on the New Profile and then fill out the form with the information as described above.

SETTING UP EMAIL USER PROFILES

You may have noticed that the email server profiles did not let you specify user names or passwords for the email server. This information is entered when you setup email user profiles. An administrator user is not required to setup or change email user profiles, but is required if you are setting up email server profiles.

Let's get started with setting up a new email user profile:

1. PROFILE DESCRIPTION:

A short description so you can easily identify which email user profile you want to use to send emails from Pro Fund Accounting.

2. EMAIL SERVER PROFILE: 

The email server profile that you want to use for this email user profile.

3. USER NAME: 

The User Name for the email server.  If you have your email server setup through Microsoft Outlook, then the user name is usually the same user name you use for that program.

4. PASSWORD: 

The password for the email server. If you have your email server setup through Microsoft Outlook, then the password is usually the same password you use for that program.

5. FROM EMAIL ADDRESS:

The From Email Address will display in the recipient's email program and will help them identify who sent the email.

6. CC EMAIL ADDRESS: 

An email address where you would like a copy of the email to be sent to.

7. EMAIL DISPLAY NAME: 

The email display name will appear in the recipient's email program and will help them identify who sent the email.

8. ADD: 

This button will add a new email profile.

9. SAVE ALL:

After the form is filled out, then clicking on this button will save the email user profile.

10. TEST EMAIL SETTINGS: 

If you want to test the email user profile that you just setup, this button will send a test message using the information from the email user profile.

11. DONE: 

Once you are done making all the changes in the PFA Settings areas, click the DONE button to save all of your information.

Email user profile's are stored per Pro Fund Accounting user account.

For example if you have a user called Samson and a user called Joe, then you would have to setup a separate email user profile for Samson and a separate email user profile for Joe.