SETTING UP GMAIL WITH PRIMA 

 

STEP 1 – SET UP 2 STEP VERIFICATION AND AN APP PASSWORD 

 

To link Prima to your Gmail, you will need to create an app password. This generates a unique 16-digit password just for Prima to use. To set up an app password, you must first enable 2 step verification (2SV). Google are changing their security requirements throughout 2024. Here is all the info you need on this: 
 
GOOGLE WORKSPACE 2-STEP VERIFICATION 

 

  1. Log in to your admin console (https://admin.google.com) and allow users to turn on 2SV. 

  1. Go to Security > Authentication > 2-Step Verification. 

  1. Check the “Allow users to turn on 2-step verification” box. 

  1. Set “Enforcement” to off. 

  1. Click “Save” 

 

  1. Log in to your account (https://myaccount.google.com) and turn on 2SV. 

  1. Go to Security 

  1. Under “How you sign in to Google, click on 2-Step Verification. 

  1. Click “Turn on 2-Step Verification. 

 

  1. Log in to your account and find the menu for app passwords (https://myaccount.google.com/apppasswords). 

  1. Type an App name (e.g. “Prima”). 

  1. Click Create. 

  1. The unique password will be displayed. Take note of the password as it will be needed later. (N.B. You can include the spaces as Google ignores them). 

  1. Click Done. 

 

If you are having trouble, here are some recent articles from Google: 

 

SET UP 2 STEP VERIFICATION 

 

SET UP APP PASSWORDS 

 

 

STEP 2 – CREATE THE EMAIL IN PRIMA 

  • Log in to Prima Admin. 

  • Go to General > Email System Setup. 

  • Click “New Email Account”. 

  • Fill in the details as below (using your own email address and the app password created earlier). 

  • Add a customer signature in the bottom pane if required (N.B. please keep this short and avoid using 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 


       Set the Receiving in port to 995 


  • Save & Close 

Picture 1, Picture 

 

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”. 

 

Picture 2, Picture