How to Edit an Email Account Password in BigSIS

A common issue that arises with emails account is the need to update your password. If you update a password outside of BigSIS it will also need to be updated in BigSIS. The following steps will help you edit this information. For full details on what email accounts are or how to set them up please use these two articles: Email Accounts in BigSIS and How to Set up Email Accounts.

1. 1. Go to System > Settings > Email Accounts on the left menu.
      
      
      
   2. Search for and edit the email account to be updated.
      
      
      
   3. Under Type of Email Account, it will depend on how you update your account.
      • If you are connecting through SMTP, you will need to update and enter your password here.
        
        
        
      • If you are connecting through Gmail OAuth2 (Direct Connect), you will connect through single sign-on by clicking on the blue Connect button.
        
        PRO TIP! If you'd like to change to direct connect, use this guide to make the switch: How to Connect Gmail Using OAuth (Direct Connect)
        
        
   4. Once you have updated your password, remember to save your new settings. It is recommended to test the email account with the Save and Test option at the top of your screen.
      
      
      
   5. How to test:
      • If you are connecting through SMTP, you will be directed to a screen where you will enter an email address of your choice to send the test email to. Click the Send Test Email button to send the test email. 
        
        
        
      • If you are connecting through Direct Connect, you will be directed to a test page without having to log in again, click the Send Test Email button to send the test email. The test email will be sent to your Gmail account.
        
        
        
   6. You will receive a success message and email with the title “Test Email from BigSIS” if all of your passwords match in BigSIS and your email domain.
      • If it fails you will be given a similar error message. Please ensure that your passwords are updated, and correct in both systems, and retest until successful.