Steps to Update the Send-From Email in Sage:

  1. Log in to Sage:

    • Open Sage and log in as an administrator or a user with sufficient permissions to modify settings.
  2. Navigate to Payroll Settings:

    • Go to the "Company" or "Settings" section, depending on your Sage version.
    • Look for options related to Email Settings or Preferences.
  3. Update Email Configuration:

    • Find the field for the "Send-From Email Address."
    • Replace the old email address with the new staff member's email.
    • Ensure the email format is correct (e.g., new.staff@company.com).
  4. Verify Email Authentication:

    • If Sage uses SMTP (Simple Mail Transfer Protocol), verify that the SMTP server details (e.g., server name, port, and authentication credentials) are correctly set up for the new email account.
    • Update the SMTP username and password if required.
  5. Test Email:

    • Save the changes and send a test email to confirm the new settings work correctly.
    • You may find a "Send Test Email" button in the email settings page.
  6. Update Pay Slip Templates (If Applicable):

    • If the email is used as part of pay slip templates or reports, update the templates to reflect the new sender address.
  7. Inform Employees:

    • Notify employees that payroll emails will now come from a new address to avoid confusion or accidental spam filtering.

Additional Considerations:

  • Check User Permissions: Ensure the new staff email is linked to an active user in Sage, with the appropriate permissions to send emails.
  • DNS Records (SPF/DKIM): If you’re using a custom domain for email, ensure the domain's SPF and DKIM records are updated to include the SMTP server Sage uses.
  • Contact Sage Support: If you're unsure how to access or update the email settings, consult Sage's support documentation or contact their customer support team.

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