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Configure EmpowerID Email Send Options

EmpowerID provides flexible email delivery options for system notifications, workflow messages, and approval-related communication. You can configure SMTP, SendGrid, and Exchange Web Services (EWS), set provider priority, and enable email-based approvals. This rewritten version preserves all original functionality while presenting the material in a clearer, more structured, and premium documentation format.

Prerequisites​

  • EmpowerID administrative access
  • SMTP relay access (for SMTP configurations)
  • SendGrid account + API key (for SendGrid delivery)
  • Exchange/Office 365 mailbox + EWS endpoint (for EWS delivery)
  • Vaulted service account credentials for authenticated email providers
  • Workflow Studio access (for enabling email approvals)

Email Delivery Methods Overview​

ScenarioDescription
Simple SMTP RelaySends email through an unauthenticated SMTP relay for standard notifications.
Authenticated SMTPUses a vaulted domain account and supports SSL, TLS, and port configuration.
Exchange Web Services (EWS)Sends email via Exchange or Office 365 using an authenticated mailbox.
SendGridUses SendGrid's API-based email delivery method.
Email ApprovalsAllows approvers to accept or reject requests directly from their inbox.
Mail Processing Precedence

When Authenticated SMTP is enabled, the mailbox selected for processing overrides the configured SMTP From Address.
For non‑Exchange SMTP solutions, create a tracking‑only account store with vaulted credentials.

Configuration Procedures

Each section below walks through configuring an available delivery method.

1. Configure Simple SMTP Relay​

  1. Go to Infrastructure Admin > EmpowerID Servers and Settings > Email Settings.
  2. Set Email Delivery Mode to SMTP.
    Email Delivery Mode selection
  3. Configure the following fields:
    • BCC Recipient for All Emails (optional)
    • Enable Email Test Mode
    • Test Mode Recipient
    • Account with Vaulted Password for Authenticated SMTP — leave blank for simple relay
    • Send SMTP Using SSL
    • Send SMTP Using TLS Security
    • SMTP From Address
    • SMTP Port Number
  4. Click Save.

2. Configure Authenticated SMTP Relay​

  1. Navigate to Infrastructure Admin > EmpowerID Servers and Settings > Email Settings.
  2. Set Email Delivery Mode to SMTP.
    Email Delivery Mode selection
  3. Complete the following fields:
    • BCC Recipient for All Emails
    • Enable Email Test Mode
    • Test Mode Recipient
    • Account with Vaulted Password for Authenticated SMTP — ensure a vaulted account is selected
    • Send SMTP Using SSL
    • Send SMTP Using TLS Security
    • SMTP From Address
    • SMTP Port Number
  4. Click Save.

Vault the SMTP Account Password​

  1. In Email Settings, click the account under Account With Vaulted Password For Authenticated SMTP.
    Account link in Email Settings
    This opens the View One page for the user account.
    View One page for user account
  2. Expand Actions and select Edit Vaulted Account Password.
    Edit Vaulted Account Password action
  3. In the Service Account Credentials form:
    • Select an Encryption Certificate
    • Enter and confirm the password
    • Click Submit
      Service Account Credentials form

3. Configure Exchange Web Services (EWS)​

  1. Go to Infrastructure Admin > EmpowerID Servers and Settings > Email Settings.
  2. Set Email Delivery Mode to Exchange EWS.
    Exchange EWS selection
  3. Configure:
    • BCC Recipient for All Emails
    • Enable Email Test Mode
    • Test Mode Recipient
    • Microsoft 365 / Exchange Delivery Settings — select a mailbox-enabled account
    • Microsoft 365 / Exchange Web Service URL — e.g., https://outlook.office365.com/EWS/Exchange.asmx
  4. Click Save.

4. Configure SendGrid Delivery​

SendGrid Setup Required

Complete SendGrid domain authentication and generate an API key before configuring EmpowerID.
Reference: SendGrid Documentation.

  1. Go to Infrastructure Admin > EmpowerID Servers and Settings > Email Settings.
  2. Configure:
    • Email Delivery Mode — set to SendGrid
    • SendGrid API Key — enter your API key
      SendGrid API Key field
  3. Click Save.

5. Configure Email Provider Priority​

EmpowerID supports using multiple email delivery providers with prioritized fallback.

  1. Open Infrastructure Admin > EmpowerID Servers and Settings > Email Provider.
  2. Click Edit for a provider.
    Edit provider priority
  3. Adjust the Priority value:
    • Lower numbers = higher priority
      Adjust priority value
  4. Repeat as needed for other providers.

6. Enable Email Approvals​

Approval Requirements

To enable email approvals:

  • The workflow must have EnableBulkApproval = true in Workflow Studio.
  • Either Authenticated SMTP or EWS must be configured first.
  1. Go to Infrastructure Admin > EmpowerID Servers and Settings > EmpowerID System Settings.
  2. Search for EmailApprovalbyEmailEnabled.
  3. Click Edit.
    Edit EmailApprovalbyEmailEnabled setting
  4. Set Value to True and click Save.
    Set EmailApprovalbyEmailEnabled to True

Summary​

With email delivery options configured, EmpowerID can send system notifications and support approvals across SMTP, SendGrid, and EWS. Provider priority and vaulted credentials ensure secure, predictable email processing.