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Setup: Mail

E-mail Configuration

There are a variety of places that use e-mail settings across Curator. The largest piece is the Report Builder, but you may want to also set up email to get notified when someone fills out a data-manager form. Whatever the case, the e-mail setup will reside almost entirely with your e-mail provide or IT group that manages your mail server. Once you have confirmed with them that you'll be able to utilize their mail service, use the steps below to fill out the details for your e-mail configuration on Curator.

Enabling and Testing Mail Settings:

  1. Login to the backend of your Curator instance (e.g. http://curatorexample.com/backend).
  2. Navigate to the Settings > Mail > Mail Configuration section from the left-hand menu (see "Mail Configuration Permissions" below if you do not see this menu item).
  3. Fill out the form using the details provided from your mail administrator.
  4. Save the form.
  5. Ensure the details are accurate by clicking the "Test Saved Settings" and entering your email.
  6. Once you click send, wait up to 5 minutes (and double-check your spam inbox) - if you have not received an e-mail double-check the settings with your mail administrator to ensure everything is set up properly

Mail Configuration Permissions

Access to Mail configuration may not be granted by default depending on your installation. In order to view the mail configuration, ensure that your Backend User has access.