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Configure SMTP

Configure SMTP settings so emails can be sent to users from the admin or Sales Portal.

Configuring the "Forgot Password" function

Configure the Forgot Password function in the Sales Portal.

If a user forgets their password to log in to Sales Portal, they can reset it by clicking Forgot Password. This configuration allows emails to be sent with a code to reset the user's password.

  • In the ts defaults.json file, edit this section:

     ""mailer": {         
            "from": "Default <default@test.com>",         
            "server": {             
            "host": "mail.ibmcloud.icm",             
            "port": 587,"auth":{"user": "username","password" : "password"}        }mailer": {
            "from": "Default <default@test.com>",
            "server": {
            "host": "mail.ibmcloud.icm",
            "port": 587
            }

Configuring email settings for inquiries

You can choose to email users about inquiries that are available for review in the Incentives Sales Portal.

Emails to users when an inquiry is pending are initiated from Varicent Sales Portal. Therefore, email settings must be configured in the mail.properties file.

  • To configure emails to users when an inquiry is pending, edit this section of the mail.properties file:

    mail.host=smtp.yourdomain.com
mail.port=25
mail.username=username
mail.password=secret
mail.from=varicent@yourdomain.com

Configuring email settings

Configure email settings so emails can be sent from the admin client.

These settings are used to send emails from Scheduler, Task Manager, and Workflow Manager.

The smtp from field is usually set to the administrator's email address. When emails are generated, they are sent from this email address.

  1. Edit the RESTAPI.smtp.config file.

    <smtp from="placeholder@placeholder.com">
  <!-- Set defaultCredentials="false" if using SSL for Email -->
  <network host="mail.placeholder.com" port="25" userName="username" password="password" defaultCredentials="true"/>
</smtp>

  2. If you are using Secure Sockets Layer (SSL), set defaultCredentials="false".