Set up Made2Manage to work with your company's email system

Article • 6/8/2026 • 6 min read

You can set up Made2Manage to work with your company’s email system. Once you set up Made2Manage to work with your email system, you can set up Notifier™ messages to alert other users to events through email. You can also email reports to others.

You can configure the email settings at a tenant level for all the companies.

To set up Made2Manage to work with the company’s email system

  1. Open the System Setup (CSSYS) page:

    Navigate to Utilities > Company Setup > Module Setup > System Setup.
    Alternatively search for CSSYS or System Setup in the Navigation box and select System Setup.

  2. On the System Setup (CSSYS) page, select the Use E-Mail checkbox and then click Save.

    Once you have saved the configuration, an auto-refresh banner will be displayed. The screen will automatically refresh to apply the changes. Do not manually refresh.

  3. Click More Actions. The Mail Server Configurations option will appear in the right pane.

  4. Under Actions, click Mail Server Configurations to open the configurations screen.

  5. From the Mail Server Configurations screen, configure email settings for all companies.

  6. You can configure multiple email server configurations with the following Authentication types, but only one configuration can be active at a time:

Configure Email Server with Basic Authentication

To configure the Email Server with Basic Authentication:

  1. In the Mail Server Configurations screen, click New.

  2. In the Server Name field, enter a server name.

  3. From the Authentication Type dropdown menu, choose Basic.

  4. In the SMTP Server field, provide the SMTP server name or IP address.

    [!INOTE] Prior configuration of the Virtual SMTP Server is necessary before setting up Made2Manage with MS Exchange or your company’s email system. Refer to the Configure Virtual SMTP Server section for detailed instructions.

  5. From the Encryption Type dropdown list, select an encryption.

  6. In the Password field, enter the password.

  7. From the Company dropdown menu, select the company number.

  8. From the Port No dropdown menu, select the port number.

    [!INOTE]Made2Manage uses default settings. Port: 25, SSL disabled, and AUTH LOGIN authentication. NT LAN Manager (NTLM) authentication is not supported.

  9. In the User Name field, enter the username.

  10. In the Default User Email field, enter the email address (fallback email address) from which the email needs to be sent.

  11. From the Status dropdown menu, select a status (only one configuration can be active at a time).

  12. In the Report Template field, specify the format of the email template for Subject, File Name, and Mail Text. All the emails will be sent in this configured format.

  13. Click Save to save the configuration.

    [!IM PORTANT] Once you have saved the configuration, an auto-refresh banner will be displayed. The screen will automatically refresh to apply the changes. Do not manually refresh.

  14. After entering the configuration details, click Test Authentication to ensure that the configuration details are valid.

  15. Click Send Test Mail to send a test email and verify the configuration.

    The Send Test Mail popup screen will appear.

  16. The From Email field will be pre-filled with the configured default email.

  17. In the To Email field, enter the recipient’s email address.

  18. Provide Subject and Content for the test email.

  19. Click the Send Test Mail button to send the test email to the recipient. A test email will be sent to the user.

Configure Email Server with Microsoft OAuth / Microsoft Graph API

To configure the Email Server with Microsoft OAuth:

  1. In the Mail Server Configurations screen, click New.

  2. In the Server Name field, enter a server name.

  3. From the Authentication Type dropdown menu, choose Microsoft OAuth / Microsoft Graph API.

  4. In the Tenant Id field, enter the tenant ID to which you want to configure the email settings.

  5. In the Client Secret field, enter the client secret key.

  6. From the Company dropdown menu, select the company number.

  7. In the Client Id field, enter the client ID to which you want to configure the email settings.

  8. In the Default User Email field, enter the email address (fallback email address) from which the email needs to be sent.

  9. From the Status dropdown menu, select a status (only one configuration can be active at a time).

  10. In the Report Template field, specify the format of the email template for Subject, File Name, and Mail Text. All the emails will be sent in this configured format.

  11. Click Save to save the configuration.

    Once you have saved the configuration, an auto-refresh banner will be displayed. The screen will automatically refresh to apply the changes. Do not manually refresh.

  12. After entering the configuration details, click Test Authentication to ensure that the configuration details are valid.

  13. Click Send Test Mail to send a test email and verify the configuration.

    The Send Test Mail popup screen will appear.

  14. The From Email field will be pre-filled with the configured default email.

  15. In the To Email field, enter the recipient’s email address.

  16. Provide Subject and Content for the test email.

  17. Click the Send Test Mail button to send the test email to the recipient. A test email will be sent to the user.

Configure Email Server with Gmail Service Account

To configure the Email Server with Gmail Service Account:

  1. In the Mail Server Configurations screen, click New.

  2. In the Server Name field, enter a server name.

  3. From the Authentication Type dropdown menu, choose GMAIL SERVICE ACCOUNT.

  4. In the Service Account Email, enter the valid service account email ID.

  5. In the Private Key field, enter the Private key.

  6. From the Company dropdown menu, select the company number.

  7. In the Default User Email field, enter the email address (fallback email address) from which the email needs to be sent.

  8. From the Status dropdown menu, select a status (only one configuration can be active at a time).

  9. In the Report Template field, specify the format of the email template for Subject, File Name, and Mail Text. All the emails will be sent in this configured format.

  10. Click Save to save the configuration.

    Once you have saved the configuration, an auto-refresh banner will be displayed. The screen will automatically refresh to apply the changes. Do not manually refresh.

  11. After entering the configuration details, click Test Authentication to ensure that the configuration details are valid.

  12. Click Send Test Mail to send a test email and verify the configuration.

    The Send Test Mail popup screen will appear.

  13. The From Email field will be pre-filled with the configured default email.

  14. In the To Email field, enter the recipient’s email address.

  15. Provide Subject and Content for the test email.

  16. Click the Send Test Mail button to send the test email to the recipient. A test email will be sent to the user.

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