How to Configure the Outgoing Mail Using OAuth 2.0

The From field of emails 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 the OAuth2 method for more secure authorization. 

What's on this page:

Background information 

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 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 OAuth 2.0 authorization to their Outgoing Mail settings.  

Prerequisites for editing the Outgoing Mail settings 

You must have admin permissions to perform the procedure below  

Customizing the sending address of outgoing emails

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. 
    

4. Important reminders on filling out the form

   • The value for the Password field is not your email login password.
     Ask for the App Password from software providers like Microsoft and enter it in the Password field. For example, if you use Office 365, ask for the App Password from Microsoft's My Sign-Ins | Security Info page. 
     
   • Always use a valid email address for Username.
     Using an invalid email will prevent MSPbots from successfully sending the verification email. 
     
     
   • The Username field has a higher priority than the From Address field.
     Note that when the Username field has a valid email address, you do not need to turn on the Show From Address toggle switch or set an email in the From Address field because the email address in the Username field has a higher priority than the one entered in the From Address field. The system sends the verification email to the email address provided in the Username field first.
     
     
   Enable the Show From Address option and enter a valid email address in the From Address field. Check the verification email sent to the email address you provided. 
   
   
   
   
5. Click Test Connection at the bottom of the form to verify if your connection is successful. 
   
6. Once you have verified your connection, click Confirm to save the settings.  
   
   This action will prompt you to verify your email access. 
   
7. Open the verification email sent to the address you provided for configuration. Click the Verify link in the email. 
8. Your email address should now appear on the System tab. A Verified status signifies that the SMTP server configuration is complete. 
   
   
9. Check if the email you added now appears on the From dropdown selection of the Share Dashboard function. Once it's there, you can start sending reports and bot messages using this custom email. 
   
   

Other configuration options in Settings: 

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

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 tab.
   
3. Click Add v and select OAuth2. 
4. Fill in the fields in the Add window and click Authorize.
5. When 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 In. 
7. Click Accept in the pop-up window with the requested permissions. 
8. Refresh the mailbox list page. The mailbox status should show Verified for a successful authentication. 
   If the status is Not Verified, repeat Step 4 onwards.