5. Verify that 2-Step Verification is turned ON. If it is off, click the arrow to begin the process of activation.
Follow this link for step-by-step instructions for enabling 2-Step Verification.
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6. Once 2-Step Verification has been turned on, you must next create App Passwords for use within Edge.
Click the arrow to setup App Passwords.
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7. To generate the password, click Select App and choose Other (Custom Name).
Then enter a name for the app in the box and click Generate.
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8. The Generated App Password window will appear with your password located in the yellow box.
Copy the generated password, and paste it as the account password in Edge under Administrative > Email Settings.
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Edge email configuration is split into four sections: Receipts/Job Details, Customer Marketing, Notifications, and Internal. It is possible to use the same email for all four, or you can setup individual ones for each area.
To configure the Edge:
1. Open the Edge.
2. At the top, click Administrative > Email Settings > Customer Marketing.
3. Specify the following:
- From Name/Email: The name/email that will display on sent emails
- SMTP Server: smtp.gmail.com
- Port #: 587
- Server Requires SSL: Check this box.
- Server Requires Authentication: Check this box.
- Email Server Login Credentials: Enter your Gmail email and app-specific password
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4. Click the Test Connection button.
5. The Edge will send a test email to your From: address. If successful, you will receive this email and the Edge will display a message that it was successful.
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6. If this fails there is a problem with your configuration. Email will not function until you resolve this.
7. Repeat the above steps for Administrative > Email Settings > Receipt/Job Details and > Notifications. If you are using the same email settings there is a checkbox that allows you to copy them from the Customer Marketing setup.
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