Set up Gmail to be compatible with Visual Matrix (Video)

Set up Gmail to be compatible with Visual Matrix (Video)


If you are using a Gmail account with Visual Matrix, you need to make sure you are following those next steps. No panic, each step is explained below.
1- Respect Gmail's new password guidelines;
2- Make sure the 2-Step Verification is enabled;
3- Create an App Password;
4- Make sure that Gmail's POP and IMAP status are enabled;
5- Input your Gmail account in the property settings screen;
6- Input Gmail SMTP settings into Visual Matrix's email setup.

1- Respect Gmail's New Password Guidelines

If the Gmail account you are using has been active for a long time, your password might not adhere to Gmail's latest requirements.

Those requirements are (Google Article HERE):
- 12 characters or more;
- Any combination of letters, numbers, and symbols;
- Accents and accented characters aren't supported.

To change your Gmail password, click HERE.
If you need help creating a password, you have a multitude of password generator websites like THIS ONE.
Make sure you save the password somewhere.

2- Make sure the 2-Step Verification is enabled

Log into your Google Account Security Page and follow Gmail instructions to set up the 2-Step verification.


3- Create an App Password

Back into the security settings:
- Click on the App password;
- Gmail will ask you to log in again;
- Select App: choose Other and enter Visual Matrix;
- Click on Generate;
- Write down the new password - Copy/Paste also work-, you will have to enter it in Visual Matrix.
Once created, you will not have access to view this password anymore. Make sure you have it somewhere until it is saved in Visual Matrix.
More information, click HERE.



4- Make sure that Gmail's POP and IMAP status are enabled

By following the steps below, you ensure Visual Matrix's email functionality will run as intended.

Log into your Gmail, go to Settings, and then click on See all settings.
You can use this direct link.


Click on Forwarding and POP/IMAP:


The second section of the page:


The third section of the page:


Do not forget to Save at the bottom of the page.


5- Input your Gmail account in the property settings screen

On VM Cloud

Open Visual Matrix;
Go to Management > Property Settings > General;
In the General Information, enter your email in the email field.


On VM Desktop

Open Visual Matrix;
Go to Management > Setup > Property > General;
In the General Information, enter your email in the email field.


6- Input Gmail SMTP settings into Visual Matrix's email setup

On VM Cloud

Open Visual Matrix
Go to Management > User Settings > Email
Click on Email Setup on the right

Enter your settings as follows:
1- SMTP Server: smtp.gmail.com;
2- SMTP Port:
     - 465 - if the SMTP Security is SSL;
     - 587 - if the SMTP Security is TLS
3- SMTP User Name: is your email address;
4- SMTP Password: is the app password you created above in the 3rd step;
5- SMTP Security: see above



On VM Desktop

Open Visual Matrix;
Go to Management > Admin > Email/Fax;
Click on Email Setup on the right.

Enter your settings as follows:
- SMTP Server: smtp.gmail.com;
- SMTP Port:
     - 465 - if the SMTP Security is SSL;
     - 587 - if the SMTP Security is TLS
- SMTP User Name: is your email address;
- SMTP Password: is the app password you created above in the 3rd step;
- SMTP Security: see above



Tutorial Video - Create a Gmail App Password and Update Visual Matrix




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