Email Setup

Email Setup in Load Manager

Load Manager TMS offers helpful email tools that let you send Rate Cons, Invoices, and other documents directly from the platform with just a few clicks. To use these features, you need to complete a one-time email setup in your user profile. This involves entering your email address and your email provider’s SMTP (Simple Mail Transfer Protocol) settings. SMTP is the standard method for sending emails online.

Follow these steps to configure your email:

1. Log in to Load Manager and go to the Users section

   

2. Click on your username to open your user profile
3. In your user profile, find the email setup fields:
   • Email: Your email address.
   • SMTP Server address: The server your email provider uses to send emails.
   • SMTP username: Usually your email address.-
   • SMTP password: Your email account password (or an app-specific password if required)
   • SMTP port: The port number your email provider’s SMTP server uses (typically 465 or 587)
4. Use TLS or Use SSL: The security protocol your email provider requires (choose one)
5. Fill in these fields with the correct details for your email provider. If you’re unsure, check the Common SMTP Settings section below or contact your email provider’s support
6. Once you’ve entered the information, check the Verify SMTP settings box and click "Save". Load Manager TMS will test your settings and let you know if they’re valid. If they are, you’re ready to send emails!

Here are SMTP settings for popular email providers:

Office 365:

• SMTP Server: smtp.office365.com
• Port: 587
• Security: TLS

Gmail

• SMTP Server: smtp.gmail.com
• Port: 465
• Security: SSL
• Additional steps required—see here
• If Google says "This setting is managed by the administrator", that means you're part of GSuite.

GSuite

Same as Gmail (see above), but administrators must allow users to manage less secure apps. To do this:

1. Log in to GSuite as the administrator
2. Security
3. Basic Settings
4. Go to settings for Less Secure Apps
5. "Allow users to manage their access to less secure apps"
6. Save

Yahoo

• SMTP Server: smtp.mail.yahoo.com
• Port: 465
• Security: SSL
• You also must "allow less secure apps"
  • Sign in to Yahoo Mail
  • Go to your "Account security" settings
  • Turn on Allow apps that use less secure sign in

Yahoo Business

• SMTP Server: smtp.bizmail.yahoo.com
• Port: 465
• Security: SSL
• You must create a separate password for 3rd party apps (Click here to see how)
• Paste password into the "SMTP password" field in your User

GoDaddy

• SMTP Server: smtpout.secureserver.net
• Port: 465
• Security: SSL

Zoho

• SMTP Server: smtp.zoho.com
• Port: 465
• Security: SSL
• You need to create a separate password for 3rd party apps (Click here to see how)
• Paste password into the "SMTP password" field in your User.

Xfinity (@comcast.net)

• SMTP Server: smtp.comcast.net
• Port: 587
• Security: TLS

Tips:

• If your provider isn’t listed, search online for “[your email provider] SMTP settings” or contact their support team.
• If your email provider uses 2FA (Two-Factor Authentication), you’ll likely need an app-specific password instead of your regular password. Check your provider’s documentation for how to create one.

Troubleshooting Tips

If you run into problems:

• Verify your SMTP server address, port, and security protocol (TLS or SSL) are correct.
• Confirm your SMTP username and password are accurate.
• Ensure any required additional steps (like allowing less secure apps or generating an app password) are complete.
• Still stuck? Contact your email provider’s support for help with their SMTP settings.

With this setup complete, you can start emailing documents directly from Load Manager. Enjoy the convenience!