You can send reports to clients directly from within Clarity that come from your email. You don't need to download a report to your computer, draft and email and send from outside of Clarity. You can do it all within the platform.
To connect your Google/Gsuite or Outlook, log into your Clarity account and follow the steps within the platform. Log into your Clarity account and click the icon in the top right hand corner and select Emailing.
Click "how to configure?" and select
Recently, Microsoft Office 365 updated their email configuration settings. To enable email sending from within Clarity, follow the below steps:
Start within your Office 365 account. This needs to be completed by an Admin user of your Office 365 account.
Here are three things to check. A Microsoft admin needs to do these things.
Go to the Entra website, click overview on the left hand side from identity menu, click properties, scroll down and click manage security defaults. From there you'll need to disable Microsoft security defaults to turn on modern authentication.
2. Admin centre, settings, org settings, click modern authentication, ensure modern authentication and authenticate SMPT are both ticked.
3. You need to check that you've authenticated SMPT. An office admin must do the following: You need to go to Microsoft Office, click active users, managed product licenses, mail, manage email apps, then tick the box for authenticated SMPT.
Ensure to click Save at the bottom.