BMS uses Kaseya's internal outbound mail server to send out emails to clients. For this process, BMS uses SendGrid as Kaseya's outgoing mail server. You can find the outbound mail settings at Admin > My Company > Outbound Email. An MSP can use either BMS' default outbound mail server or a custom mail server of their choice. By default, the Use Custom SMTP Settings option is set to No. This article describes the steps to test a custom SMTP connecting using a specific tool called SMTPer.
A mailbox with custom SMTP service, valid user permissions and credentials.
You can use any SMTP testing tool to test the connection. In this case, we have outlined steps according to the tool SMTPer for testing an SMTP connection.
- Open the SMTPer tool to test the connection as shown in the image below.
- Enter the following information in the respective fields.
- SMTP Host: This should be ideally something like smtp.office365.com or smtp.gmail.com.
- Port: The default port is 25, but some SMTP servers use a custom port. For example, 587.
- Use Secured Connection: Select this checkbox.
- Use authentication: Select this checkbox.
- Login: Enter the appropriate email as login. Ideally, this should be in the format of firstname.lastname@example.org
- Password: This is applicable if the above Use authentication checkbox is selected. Enter the password that goes with the email ID.
- Email from: Enter the from email ID. This could also be the same as login email ID.
- Email to: Enter the email ID to which a test email can be sent.
- Click Send the Test button. If your connection is successful, the tool will flash a success message. Else, it will flash an error message.
If your emails are going to Junk folder, please get in touch with our support team to get your domain authenticated. For more information, see Outbound Email Using System SMTP.
How SendGrid Works
SendGrid is a cloud-based SMTP provider that allows you to send email without having to maintain email servers. With SendGrid, Kaseya's outbound emails are managed at all different platforms including BMS and Vorex.
BMS' and Vorex's default outbound emails relay the emails from the application to the client through SendGrid. When an email is sent out of BMS it reaches Kaseya's SendGrid with the sender address provided in the BMS email template. It is then relayed to the intended address. Our outbound SMTP email relay: sg.cloud.kaseya.net