Steps to Update the Send-From Email in Sage:
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Log in to Sage:
- Open Sage and log in as an administrator or a user with sufficient permissions to modify settings.
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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.
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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).
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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.
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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.
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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.
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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.