STEP 1 – CONFIGURE YOUR GMAIL ACCOUNT

There are 2 options within Gmail, please choose the one best suited for your needs.

 

OPTION 1: Allow less secure apps

This options allows 3rd party systems that are not officially specified by google to relay mail through the Gmail service. There are two steps:

  • ONE – LOG IN TO ADMIN CONSOLE
    1. Log in to the admin console here (admin.google.com)
    2. Go to Security > Less secure apps
    3. Choose “Allow users to manage their access to less secure apps”
    4. DONE
  • TWO – EACH USER MUST ENABLE LESS SECURE APPS
    1. Each user must go to myaccount.google.com/lesssecureapps
    2. Turn ON “Allow less secure apps” as shown below

 

OPTION 2: CREATE APP PASSWORDS

This is a slightly more complex setup, that creates a unique 16 digit password just for one specific app to use (in this case Prima). Make sure you use this password in STEP 2 below.

 

For instructions on how to set this up, please speak to your IT provider or follow these instructions from Google:

SET UP APP PASSWORDS

STEP 2 – CREATE THE EMAIL IN PRIMA

  • Go to Admin
  • Go to General > Email System Setup
  • Click “New Email Account”
  • Fill in the details as below (using your own email address and password)
  • PLEASE ENSURE THE PASSWORD IS CORRECT BY USING IT TO SIGN IN TO YOUR GMAIL ONLINE
  • Add a customer signature in the bottom pane if required (N.B. please keep this short and only use small images as there is a size limit)
  • Tick the “Default Account Sending Batch and Automated Emails” if this is the address to be used for sending out batch invoices
  • Save & Close

 

STEP 3 – ASSIGN THE EMAIL TO A USER

  • Go to Admin.
  • Go to User and double click a user to open the settings.
  • Type their email address in to the “Email field” and click save.
  • Select their email address in the “Replies to Emails are Sent to”.
  • Select their email address in the “Send from Email Account”.