External Communication Tips FAQ

Below you will find information and a few tips on when to use Email and Authentication Email settings and the difference between the two settings. Should you need more help, please do not hesitate to contact the Penelope Support Team.

When should I use Email settings?

Email settings are used for the automated and manually created notifications, discussions, messages, workflows, etc to workers and clients coming from Penelope, ClientConnect, Engage or PenelopeMobile.

When should I use Authentication Email settings?

Authentication Email settings are used for any authentication based message coming from Penelope, ClientConnect or Penelope Mobile to Workers or clients. These include ClientConnect activation emails, password resets, PINs for 2-factor authentication etc.

Using the Same Email Account for Both Communication Types

You can choose to use the same host and credentials for both communication types or you can use a different one for each setup (i.e. one for Email and a different one for Authentication Email).

If you want to use the same host and credentials you should check the box in the Authentication Email setup called Use standard email settings (see image below). Selecting this option indicates that you wish to use the same settings as the standard setup.

If they want to use a different host and credentials then uncheck this box and fully configure/setup the other credentials.

How to Test Your Email Settings

After you have entered the correct credentials and have successfully sent a test email, you need to enable each type. Enabling the settings allows the credentials to be used and the communications to be sent from Penelope, ClientConnect and Engage to Workers and/or clients.

If the settings are not enabled (and still show Disabled) then the messages for each type will not be received by the Worker and/or client as they will not be sent out.