Before You Begin

Prerequisites must first be met before setting up email alerts.

  • Define the mail server and port number. Use the System Setup workspace (Setup > System Setup > Parameters and Numbers > System Parameters) to enter values for the Mail Port and Server system parameter.
    Note: In the case of multi-company organizations, you have the option to apply mail server and port information to the entire system, or specify a different set of values for each company.
  • Assign notifications to groups using the Notifications workspace (Setup > Notifications > Setup > Types).

Groups control the workspaces and records users can access, and the type of access they have (read/write/create/delete). To enable specific users to receive certain notifications, assign these notification types and users to the same group. Once email alerts are set up, the users will also receive alerts for these notifications.

  • Assign email addresses to users using the Employees workspace (Human Resources > Employees). Maconomy sends alerts to a user via the email address specified for that user.