USHEALTH SMTP Setup

Step 1) Click on your username (email address) on the top-right of your VanillaSoft screen.

Step 2) Click the "My Email Account" link to on the left-hand side of the screen.

Step 3) Use one of the below settings to configure your email account, depending on the server you're connecting with:

FPDkZFi34USiOm.png

 

Host / Outgoing Mail Server (SMTP): smtp.sendgrid.net
Account Name/User Name: firstname.lastname (the same as your SendGrid profile)
Password: Your email password (your SendGrid profile password)
Port: 587
Use SSL: Yes (checked)
USHA-mail-server.jpg
Host / Outgoing Mail Server (SMTP): mail.ushadvisors.com
Account Name/User Name: firstname.lastname (the same as your email address - so if your email is john.smith@ushadvisors.com, the account name is john.smith)
Password: Your email password
Port: 25
Use SSL: No (un-checked)
 
Step 4) Click "Save & Validate Configuration"
 
That's it! Your SMTP account is now configured.
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