Send Proposal Invites From Personal Email Accounts on OpenSolar

By default, any email sent to customer via OpenSolar goes through hello@opensolar.com. Pro Admins have the ability to change this email address to their personal/organisation email. 

Note: The password to the email account would be visible to all admins in your OpenSolar account. 

To update the email, please enter the SMTP settings of your account in JSON format into Control > Company > Settings > Email Settings. Required field are: host, port, username, password. See below for an example.

Note: username must be a full email address. Port should be a number.

For gmail/GSuite Accounts
host: smtp.gmail.com
port: 465 (SSL) or 587 (TLS)

For accounts without 2 factor authentication:

• Please allow less secure apps here: https://myaccount.google.com/lesssecureapps

For accounts with 2 factor authentication:

• Please create an App Password and use that (16 digit) password.
  You can create an App Password here: https://myaccount.google.com/u/1/apppasswords 
• Use port: 587

Note: Google might block emails if your account does not have 2 factor authentication. We highly recommend using a 2 factor authenticated account (using App Password).

For Microsoft Outlook 365
host: smtp.office365.com
port: 587

For accounts without 2 factor authentication:

• Use your account password.

For accounts with 2 factor authentication:

• Please create an App Password and use that (16 digit) password.
  You can create an App Password here: https://account.live.com/proofs/Manage/additional

Note: Outlook might block emails if your account does not have 2 factor authentication. We highly recommend using a 2 factor authenticated account (using App Password).

Some orgs using Outlook email address may not have access to App Password. Your account admin will have to allow access. Otherwise the email address wouldn't work with this OpenSolar functionality.

For Hotmail
host: smtp.live.com
port: 465 (SSL) or 587 (TLS)

For Yahoo
host: smtp.mail.yahoo.com
port: 465 (SSL) or 587 (TLS)

Example: