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
- Log in to the admin console here (admin.google.com)
- Go to Security > Less secure apps
- Choose “Allow users to manage their access to less secure apps”
- DONE
- TWO – EACH USER MUST ENABLE LESS SECURE APPS
- Each user must go to myaccount.google.com/lesssecureapps
- 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:
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”.