Page History

The From field of emails in MSPbots emails, notifications, and reports is customizable to use your company email instead of the default support@mspbots.ai. This article shows how to change the sender's email address and add using the OAuth2 method for more secure authorization. 

What's on this page:

Background information 

...

OAuth (Open Authorization) 2.0 is the modern standard to allow a website or application to access resources hosted by other web apps on behalf of a user. It adds security by providing consented access and restricting client actions performed on resources without sharing the user's credentials. 

A customized email reinforces branding efforts and enhances the credibility and recall of a company. When clients prefer using their company email to send reports, they can go to the Outgoing Mail settings to modify the default sending address. Now that basic authentication will be disabled and OAutho OAuth 2.0 is the new de facto industry standard for online authorization, MSPbots offers an option to add an extra authentication step in setting up the SMTP configuration for modifying the From field address for outgoing emails and sending reports. Users now have the option to add the basic or use OAuth 2.0 authorization to their Outgoing Mail settings.  in the Outgoing Mail settings.

If you prefer using only the basic authentication to modify the Outgoing Mail settings, refer to the article How to Configure the Outgoing Mail Using Basic Authentication. 

Prerequisites for editing the Outgoing Mail settings 

...

You must have admin permissions the following to perform the procedure below  

Customizing the sending address of outgoing emails

Image Removed

...

below: 

• Admin permissions 
• Inclusion in the Azure Active Directory (AAD) 
• Outlook 365 license 
• Application and developer roles for configuring the AAD 

Gathering the MS OAuth 2.0 credentials for authorization

...

Follow these steps to generate the required information:

1. Prepare the redirect uniform resource identifier (URI) which is https://app.mspbots.ai/web/um/smtp/redirect. Once the authorization is successful, Microsoft will use this URI to notify MSPbots about the authentication result. 

   You can find this information with the following steps:

   1. Go to Settings > System > Outgoing Mail in MSPbots.
      Image Added
      
      

   2.  Click v icon beside the +Add button and select OAuth2.
      Image Added
      
      

   3. Anchor
      Redirect URI Redirect URI

      When the Add window opens, go to the Redirect URI field, copy the given URL to Notepad, and save it on your Desktop. You will need this later when adding a New registration. 
      Image Added
       

2. Sign in to the Microsoft Azure portal and secure the credentials needed for the OAuth 2.0 authorization. 

3. Create a new app registration. 

   1. On the Microsoft Azure homepage, click App registrations. If you can't find App registrations on the page, search for it in the search bar.
      Image Added

   2. When the App registrations page opens, click the +New registration tab. 
      Image Added

   3. In the Register an application form:

      1. Name - Enter a unique namefor your application. 

      2. Supported account types -Select Account in this organizational directory only (MSPbots.ai only - Single tenant) from the options.   

      3. Redirect URI (optional) - In the first box, select Web, and in the second box, enter the Redirect URI copied from Step 1.c.

      4. Click Register. 
         Image Added

4. Next, go to Certificates & secrets on the sidebar menu, then click +New client secret on the right under the Client secrets tab.
   Image Added

   1. Anchor
      idandsecret idandsecret

      In the Add a client secret window: 

      1. Description - Add a description. 

      2. Expires - Select an expiry date from the dropdown menu. 
         Image Added

         Note
         Before the secret expires you must create a new secret and apply it to the MSPbots Outgoing Mail settings.

      3. Click Add located at the bottom of the Add a client secret window.
         
         

   2. The addition is successful once the Update application credentials pop-up window appears. 
      Image Added
      

   3. Anchor
      Value Value

      Click the copy Image Addedicon in the Value column to copy the value to Notepad and save it on your Desktop.  You will need this value later when configuring OAuth 2.0 in the mail settings.
      Image Added

5. Next, go to API Permissions on the sidebar menu.

   1. Click the +Add a permission button. 
      Image Added
   2. In requesting API permissions window, go to the Microsoft APIs tab and select Microsoft Graph.
      Image Added
   3. Next, select Delegated permissions.
      Image Added
   4. Enter SMTP in the search bar under Select permissions, then click SMTP and select SMTP.Send.
      Image Added
   5. Enter IMAP in the search bar under Select permissions, then click IMAP and put a checkmark IMAP.AccessAsUser.All.
      Image Added
   6. Click the Add permissions button.
   7. The permissions you added will appear in the Configured permissions list.
      Image Added
6. Next, go to the Overview.

   1. Anchor
      Application (client) ID Application (client) ID

      Click the copyImage Addedicon next to the Application (client) ID to copy the value to Notepad and save it on your Desktop. You will also use this value for creating the OAuth 2.0 credential in the mail settings. 
      Image Added
      
   2. Click the Endpoints tab.
      Image Added

   3. Anchor
      authandtokenurl authandtokenurl

      Copy the OAuth 2.0 authorization endpoint (v2) and the OAuth 2.0 token endpoint (v2) to Notepad and save it on your Desktop, such as Notepad. You will also use these values for creating the OAuth 2.0 credential in the mail settings.
      Image Added
      

Anchor
Setting up OAuth 2.0 in MSPbots Setting up OAuth 2.0 in MSPbots

Setting up OAuth 2.0 in MSPbots 

...

1. Open the MSPbots app.
2. Go to Settings > System, and click

Important reminders on filling out the form

...

Other configuration options in Settings: 

• Edit - ClickImage Removed to edit the settings of an Outgoing Mail configuration.
• Delete - ClickImage Removed to delete an Outgoing Mail setting from the list. 
  Image Removed

Setting up OAuth 2.0 authentication for sending emails 

OAuth (Open Authorization) 2.0 is the modern standard to allow a website or application to access resources hosted by other web apps on behalf of a user. It adds security by providing consented access and restricting the actions that the client app can perform on resources without sharing the user's credentials. 

Follow these steps to set up OAuth 2.0:

1. Open the MSPbots app and go to Settings > System. 
2. Click Outgoing Mail in the upper right corner of the Settings tabSystem page.
   Image Added
   
   
3. Click Add v v icon on the right side of the +Add button and select OAuth2. 
   Image Added
   
   
4. Fill in the following fields in the Add window and click Authorize.. 
   1. Host Name - This value is pre-filled.
   2. Authorization URL and Token URL - Use the values from Step 6.c of the previous section. 
   3. Redirect URI - This value is pre-filled. 
   4. Client ID - Use the values from Step 6.a of the previous section. 
   5. Client Secret - Use the values generated in Step 4.c of the previous section. 
   6. Username - Enter your username. 
   7. Reply to -  Enter your preferred email.
   8. Signature - Input your signature. 
      Image Added
5. Click AuthorizeWhen the confirmation pop-up window opens, click Continue. 
6. On the Microsoft login screen, enter the user password you provided in the OAuth 2.0 credential and click Sign Inin. 
7. Click Accept in the Microsoft pop-up window with the requested requesting permissions for MSPbots. 
   Refresh the mailbox list pageImage Added
8. The message Authentication successful oauth redirect success appears. 
   Image Added
   
   

Verifying if the authentication is successful 

...

Go back to MSPbots and refresh the Outgoing Mail page to verify if the configuration works. The mailbox status should show Verified for a successful authentication.

...

If the status is Not Verified,

...

repeat Setting up OAuth 2.0 in MSPbots until the authorization is successful. 

Image Added

Related Topics 

...