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What's in this article: 

Table of Contents

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Creating the Holidays List

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add holiday

  1. Open the MSPbots app and go to Settings > System. 
  2. On the System tab, clickto open the Add Holiday Calendar window.
  3. When the Add Holiday Calendar window opens:
    1. Give the holiday calendar a Name and a Description
      holiday calendar
    2. ClickAdd to create the Holidays List. 
      add holiday  
    3. When the Add Holiday window opens, enter a Name for the holiday and select a start and end Date for the holiday. 
      add holiday
    4. Click Confirm. This adds the holiday to the list. 
      confirm holiday
    5. Repeat Steps 3b to 3d to add more holidays to the list. 
    6. Click Save when done. You will see the message "Add success" and the holiday will appear on the Holidays Calendar. 
      add holiday success 

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    • Repeat Yearly - Enable the switch to repeat the holiday yearly. 
    • Edit - Click to modify the holiday settings.
    • Delete - Click to remove the holiday from the list. You can edit or delete holidays from the existing holiday list. 

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Adding a Holiday Calendar from

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a Template

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  1. Open the MSPbots app and go to Settings > System. 
  2. On the System tab, click and select Template to openAdd Templatewindow.
  3. Select from the Regional holidays dropdown list. 
    add regional holiday
  4. Click Save.
    add template
  5. This will show the holiday calendar template you created.
    regional holiday
    The options to Edit, Delete, and enable the Repeat Yearly switch are also available for the Holiday Templates

How to configure the Outgoing Mail (separate wiki)

A customized email reinforces branding efforts and enhances the credibility and recall of your company. You can use your company email instead of the default support@mspbots.ai for emailing customers. Do this by adding your email to the System Configuration in the MSPbots app. 

This article shows how to change the sender's email address when sending emails.

To customize the sending address of outgoing emails

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  1. Open the MSPbots app and go to Settings > System. 
  2. Click Outgoing Mail in the upper right corner of the Settings tab.
  3. Click Add and fill out the form. 
     add emailImage Removed
    Note
    titleImportant

    The value for the Password field is not your email login password but the App Password that you need to request from software providers like Microsoft. For example, if you are using Office 365, request the App Password from Microsoft's My Sign-Ins | Security Info page. 
    app passwordImage Removed

  4. Click Test Connection at the bottom of the form to verify if your connection is successful. 
    test connectionImage Removed
  5. Once you have verified your connection, click Confirm to save the settings.  
    confirm modificationImage Removed
    This action will prompt you to verify your email access. 
    verify emailImage Removed
  6. Open the verification email sent to the address you provided for configuration. Click the Verify link in the email. 
  7. Your email address should now appear on the System tab. A Verified status signifies that the SMTP server configuration is complete
    system configurationImage Removed
    Check if the email you added now appears on the From dropdown selection of the Share Dashboard function. If it does, you can start sending reports and bot messages using this custom email. 
    from listImage Removed
    Refer to the following articles for more information on sending snapshots and bot messages: 
  8. Sharing a Dashboard Using the Snapshot Function 
  9. How to Create a Bot - Define the bot alert script 

Other configuration options in Settings: 

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