How to set up email in Wiise

To update the default email address that will be used to send emails from Wiise, follow these steps. 

1. From the top ribbon, select the Settings icon.
2. Select Company Information.
3. Under Communication, in the Email field replace the existing email with your company's email address.
4. Select the back arrow to apply changes and exit.

Before you can activate enhanced email capabilities, you'll have to install some extensions. 

1. Use the search icon and search for available extensions to load the Extension Marketplace window.
2. In the search box on the top left corner, search for email to filter email-related extensions.
3. Scroll to locate the following extensions:
   • Email – Current User Connector
   • Email – Microsoft 365 Connector
   • Email – Outlook REST API
   • Email – SMTP Connector
   • Send To Email Printer
4. Hover over each and select the three dots to show more options. Select Install. 
5. Follow the same steps to install all extensions on the list.
6. Log out of Wiise and log back in before continuing with next steps. 

Microsoft requires you to set up a default email account, even if you add only one account. The default account will be used for all email scenarios that are not assigned to an account.

Note: You must have the Super User permission to perform this task.

Microsoft O365 – User's Microsoft shared mailboxes

Current User – User sends email from their sign-in account

SMTP – Uses client's company SMTP to send emails

Select the Microsoft O365 option to set up the user's Microsoft shared mailbox

1. Select the search icon and search for Email Accounts
2. Select New then select Add an email account 
3. When the Set Up Email screen loads, click Next
4. Select the Microsoft 365 row and then click Next
5. Fill in the Account Name field
6. Enter a valid shared Microsoft email address in the Email Address field and select Next
7. The green tick will let you know that you have successfully added the email account. Click Finish
8. If you want this to be the default email address, select the Set as default option   
9. Select the Send Test Mail option then select Finish

Setting up Current User allows users to send emails from their sign in account

1. Select the search icon and search for Email Accounts
2. Select New then select Add an email account 
3. When the Set Up Email screen loads, click Next
4. Select Current User and then click Next
5. Fill in the fields for Name and Email Address and select Next
6. The green tick will let you know that you have successfully added the email account. Click Finish
7. If you want this to be the default email address, select the Set as default option   
8. Select the Send Test Mail option then select Finish

Select SMTP to use your company SMTP to send emails

1. Select the search icon and search for Email Accounts
2. Select New then select Add an email account 
3. When the Set Up Email screen loads, click Next
4. Select SMTP then select Next
5. Enter Account Name & Email Address
6. If you are using Office365, select Apply Office365 Server Settings, or fill in all the remaining fields and select Next.
7. You have the option to select Set As Default if relevant 
8. Select the Send Test Mail option then select Finish

Note: Basic Authentication is deprecated from December 2022.  Microsoft recommends using OAuth 2.0

Email scenarios allow you to specify which email accounts are used to send certain document such as a sales or purchase order, or notifications, such as an invitation to an external accountant. For example, you can specify that all users always send sales documents from one account, purchase documents from another, and warehouse or production documents from a third account. You can assign, reassign, and remove scenarios whenever you want, but you can only assign a scenario to one email account at a time. The default email account will be used for all scenarios that are not assigned to an account.

1. Select the search icon and search for Email Accounts
2. Select Create new, Click Navigate
3. Then select Email Scenarios
4. Select Email Account then Assign Scenarios
5. Select OK
6. Note: If there are no scenarios assigned, the system will use the default email account.

Email scenarios involve sending documents like sales or purchase orders, and notifications like invitations to an external account. You can use specific email accounts for specific scenarios. 

For example, you can specify one account to send all sales documents from, another to send all purchase documents from, and another to send all your warehouse or production documents from. You can assign, reassign, and remove scenarios whenever you want, but you can only assign one scenario to an email account at a time. The default email account will be used for scenarios that are not assigned to an account.

1. Select the search icon and search for Email Accounts.
2. To create a new scenario, select Navigate then select Email Scenarios.
3. Select Email Account then select Assign Scenarios.
4. Select from the list of bulk email assignment fields.
5. The system allows you to have up to five bulk email fields and you can assign 1 bulk email custom field for each Bulk Email Definition
6. Then select OK.

Here's how you can assign an email account to send Customer Statements. Scenarios not assigned to an account will use the default email account.

1. Search for and select Email Accounts 
2. Select Assign Scenarios > Customer Statement > OK

Here's how to assign an email account for your EFT. Scenarios not assigned to an email account will use the default email account.

1. Search for and select Email Accounts
2. Select Assign Scenarios then select EFT then OK.

Here's how you can assign an email account for all things related to finance charges. Scenarios not assigned to an account will use the default email account.

1. Search for and select Email Accounts then select Assign Scenarios.
2. Select Finance Charge then select OK.

1. Search for and select Email Accounts then select Assign Scenarios
2. Select External Accountant then select OK.

A member of a Microsoft 365 group with 'Send as' or 'Send on behalf' permissions can send emails for or on behalf of a group. Guest users in the group cannot be granted these permissions.

Set up users to send emails as a group via Exchange online's Exchange admin center (EAC).

1. In the Exchange admin center, go to Recipients > Groups.
2. Find the group that you want to add users to and select Edit.
3. Select Group Delegation.
4. In the Send As section, select the + sign and add the users who will be able to send emails as the group.
5. Type to search or pick users from the list. 
6. Select OK then Save.

1. In the Exchange admin center, go to Recipients > Account.
2. Find the group you want to add the user to, then select Edit.
3. In the Send As section, select the + sign and add the user.
4. Type to search or pick the user from the list. 
5. Select OK then Save.

1. Open the Microsoft 365 admin center and select Users then select Active users.
2. Select the user and then select Mail.
3. Under Email apps, select Manage email apps.
4. Verify the Authenticated SMTP setting: unchecked = disabled, checked = enabled.
5. When you're finished, select Save changes.

1. Once in the Exchange Admin Centre, press and hold the Ctrl and F6 keys until the primary navigation pane is in focus and you hear 'Dashboard, primary navigation link.'
2. Use the Tab key to select Recipients and press Enter.
3. Navigate to the menu bar using the Ctrl and F6 keys. You'll hear 'Region mailboxes, secondary navigation.' (In Narrator, you hear 'Mailboxes, secondary navigation link.')
4. Use the Tab key to select Shared. You'll hear 'Shared, secondary navigation link'. Hit Enter.
5. Navigate to the toolbar using the Ctrl and F6 keys. You'll hear 'New button'. Hit Enter to open the Shared Mailbox dialog box.
6. The Display name text box will now be in focus, and you'll hear 'Type in text'. (In Narrator, you'll hear 'Display name, editing'.) Type in the display name for the shared mailbox you're creating.
7. Use the Tab key to select Email address text box, and type the email address for the new shared mailbox.
8. To select users who can view and send mails from this new shared mailbox, use the Tab key to navigate to the Add button to open the Select Shared Mailbox Users dialog box.
9. The Search box will now be in focus. You hear 'Filter or search edit'. Type the name of the user you want to add to the shared mailbox and press Enter.
10. Press the Tab key until you hear the name of the user in the search results list and select it.
11. Use the Tab key to select the Add button and press Enter or the spacebar to add the selected name to the list of users for the new shared mailbox.
12. To add another user, hit the Tab key until you hear 'Filter or search edit.' Type the name of the user you want to add to the shared mailbox and press Enter then Tab to select the Add button. 
13. Follow the same steps to add remaining users and when you finish, use the Tab key highlight the OK button and then press Enter. The Shared Mailbox dialog box will now be in focus again with the selected users listed in the Shared Mailbox Users box.
14. Hit the Tab key to the select the Save button and press Enter. You'll hear 'Please wait'. After this, your mailbox should be available in approximately 15 minutes. Hit the Enter key to select OK.
15. The new shared mailbox display name and email address will appear in the shared list view, which will be highlighted. Review the details of your new shared mailbox using the Tab key to navigate to the details pane on the right-hand side.