PSFS Family Directory - Email: How to configure a Google Account to facilitate using Gmail to email through ParishSOFT Family Suite

How to configure a Google Account to facilitate using Gmail to email through ParishSOFT Family Suite

After a parish has had their custom Gmail domain (or a new user using a regular Gmail account) configured into ParishSOFT Family Suite, there a couple of changes that need to be made.

If you use two-factor authentication in your Gmail account, you must choose one of the following options to send email through ParishSOFT Family Suite using your Gmail account:

  1. Update the Google Account Settings to stop using 2-factor authentication
  2. Sign in to your Google Account using App Passwords which will allow you to send Gmail through ParishSOFT with 2-factor authentication still turned on. Then, complete the setup.

 

Update Google Account Settings to stop using 2-factor authentication

There are two settings in the Google Account settings that need to be set a certain way in order to successfully send mail through ParishSOFT Family Suite.

  1. Set 2-step verification to Off
  2. Set Allow less secure apps to On

Below is the section of the Google Account settings (different than Gmail settings) where these options can be found:
signing_into_google.jpg

 

The 2-step verification is near the top of the Sign in & Security page.
Near_top.jpg

On the Sign in and Security page, scroll down to find "Allow less secure apps."
Less_secure.jpg

 

Once those settings are changed the user should be able to email out of Parishsoft Family Suite.

If you set the above settings and are still receiving the message: "The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required," log in to your Gmail account. There will be a warning at the top that a login attempt had been made which you can then click "Yes, allow it;" and then try the email again. It should work after that. Continue to the next section.

How to complete the steps for setting up ParishSOFT to send email using your Gmail account

When setting your Gmail account to allow less secure apps, you will receive an email from Gmail confirming the change was intentional. The email will include the following image. You must click Check Activity to complete the setup.

This next screen will display.

Click Yes.

 

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