Advisor Setup
  • 17 Jan 2023
  • 3 Minutes to read
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Advisor Setup

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    Light
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Advisor allows you to send emails and scheduled reports from within Admire, and run reports within Adrenaline.
In order to complete setup please forward the following instructions to your IT:

Gmail Setup
Outlook 365 Setup
Outlook Setup
Office 365 Connector Setup

Gmail Setup

Due to an update in the Gmail security settings, you will need to create an app password to authenticate with Advisor, instead of using your traditional login password.

  1. Go to the Google Account settings of the email address you'd like to use for Advisor
  2. Select Security
  3. Under Signing into Google, look for App Passwords. If you see this option, click on it, then skip to step #6
  4. Click 2-step Verification, and follow the prompts to enable it. You may be prompted to login.
  5. Once 2-step Verification has been enabled, look again for App Passwords. If you do not have this option, it might be because:
    2-Step Verification is not enabled for the organization. To allow the use of 2fa, refer to step #2 at https://support.google.com/a/answer/9176657, and check again.
  6. At the bottom, choose the Other option under Select app, enter "Admire", click Generate.
  7. The app password is the 16-character code in the yellow bar that appears. Copy it and enter it in the SMTP Password field below
  8. Click Done.

In Admire:
Tools -> User Options -> Preferences -> Admin -> Mail Settings -> System Preferences
Smtp Port: 587, click Save
Smtp Server: smtp.gmail.com, click Save

Tools -> User Options -> Preferences -> Admin -> Mail Settings -> Advisor -> System Preferences
Smtp Username: Enter your email address, click Save
Smtp Password: Enter the app password generated in Step #7, click Save
Smtp Requires Authorization: Select Yes, click Save
Smtp Use SSL: Select Yes, click Save

Outlook 365 Setup

Microsoft 365 requires SMTP authentication for integration with Admire, otherwise, it will block requests to the SMTP server.

  1. Open the Active users tab in your Microsoft 365 admin center.
  2. Expand the hamburger icon on the top-left corner of the admin center and go to Users -> Active users.
  3. Click on the email address you'd like to use for Advisor. This will expand a slide-out with more options. In the slide-out, go to the Mail tab.
  4. Click the Manage email apps option.
  5. Check the box for Authenticated SMTP in the list of options.
  6. Click the Save changes button at the bottom.

If you use 2FA authentication you will need to setup a OTP (One Time Password) for use with Advisor and enter it in the SMTP Password field

In Admire:
Tools -> User Options -> Preferences -> Admin -> Mail Settings -> System Preferences
Smtp Port: Enter your email's Smtp Port , click Save
Smtp Server: Enter your email's Smtp Server, click Save

Tools -> User Options -> Preferences -> Admin -> Mail Settings -> Advisor -> System Preferences
Smtp Username: Enter your email address, click Save
Smtp Password: Enter the password for the email address entered above, if using 2FA, enter your OTP, click Save
Smtp Requires Authorization: Select Yes, click Save
Smtp Use SSL: Select Yes, click Save

Outlook Setup

Outlook requires SMTP authentication to integrate with Admire.

  1. In Outlook, click Tools -> Accounts Settingsā€¦
  2. Change -> More Settings -> Outgoing Server
  3. Check My outgoing server (SMTP) requires Authentication
  4. Select Use same settings as my incoming mail server
  5. Click OK.
  6. Click Next.

In Admire:
Tools -> User Options -> Preferences -> Admin -> Mail Settings -> System Preferences
Smtp Port: Enter your email's Smtp Port , click Save
Smtp Server: Enter your email's Smtp Server, click Save

Tools -> User Options -> Preferences -> Admin -> Mail Settings -> Advisor -> System Preferences
Smtp Username: Enter your email address, click Save
Smtp Password: Enter the password for the email address entered above, click Save
Smtp Requires Authorization: Select Yes, click Save
Smtp Use SSL: Select Yes, click Save

Office 365 Connector Setup

In Admire:
Tools -> User Options -> Preferences -> Admin -> Mail Settings -> System Preferences
Smtp Port: 25, click Save
Smtp Server: enter your custom domain, click Save

Tools -> User Options -> Preferences -> Admin -> Mail Settings -> Advisor -> System Preferences
Smtp Use SSL: Select No, click Save
If our outbound IP address is required to complete the connector set up, please reach out to your consultant.


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