Gmail Setup


Before you can configure The Edge you must create a Google app-specific email password by following this link.
Next, you must enable Gmail to work with outside apps:

  1. Open your web browser and log into your Gmail account.
  2. Click the ⚙️ icon in the top right, then select Settings > See All Settings.
  3. Click the Accounts and Import tab, then select Other Google Account settings.
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  4. Click Security from the menu to the left.
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  5. Verify that 2-Step Verification is turned ON. If it is off, click the arrow to begin the process of activation. 
    Follow this link for step-by-step instructions for enabling 2-Step Verification.
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  6. Once 2-Step Verification has been turned on, you must next create App Passwords for use within Edge.
    Click the arrow to setup App Passwords.
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  7. To generate the password, click Select App and choose Other (Custom Name). Then enter a name for the app in the box and click Generate.
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  8. The Generated App Password window will appear with your password located in the yellow box. 
    Copy the generated password, and paste it as the account password in Edge under Administrative > Email Settings.
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To configure the Edge

  1. Open the Edge.
  2. At the top, click Administrative > Email Settings > Customer Marketing.
  3. Specify the following:
    •  From Name/Email: The name/email that will display on sent emails
    •  SMTP Server: smtp.gmail.com
    •  Port #: 587
    •  Server Requires SSL: Check this box.
    •  Server Requires Authentication: Check this box.
    •  Email Server Login Credentials: Enter your Gmail email and app-specific password

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  4. Click the Test Connection button.
  5. The Edge will send a test email to your From: address. If successful, you will receive this email and the Edge will display a message that it was successful.
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  6. If this fails there is a problem with your configuration. Email will not function until you resolve this.
  7. Repeat the above steps for Administrative > Email Settings > Receipt/Job Details and > Notifications. If you are using the same email settings there is a checkbox that allows you to copy them from the Customer Marketing setup.
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Updated on Fri, 17 Jun 2022 by Angela Chiaravalle

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