iFormBuilder Server Admin

What's covered:

• What is a Server Admin?
• How do I edit the email settings of my Dedicated Database? 
• How do I restore the email settings back to the default?

What is a Server Admin?

One of the most notable features when upgrading to a Dedicated Database is the addition of the Server Admin role. The Server Admin can manage different profiles within your database, allocate licenses, create users, customize the portal and more. 

How do I edit the email settings for my Dedicated Database?

With a Dedicated Database, you can configure email alert information, change the SMTP host information and customize footer information.

PLEASE NOTE: These settings will be applied to every email sent from your dedicated database.

To customize your email settings, please follow the instructions below.

STEP 1. From inside the admin portal, hover over the Server Admin tab and select Server Info.

STEP 2. Scroll down to the Portal Branding section and click Edit Email Alert Info.

STEP 3. You can change the email settings using the parameters below. 

When you click 'Customize SMTP', the fields will become blank and you will have to fill out all the fields below for the SMTP configuration you want to set up. You can no longer use any part of iFormBuilder's credentials.

• Host: SMTP server where e-mails are being sent from.
  • PLEASE NOTE: If you aren't sure what this means, it is best to leave the default value in place as it will send from our host.
• From Address: The address which will appear as the sender address.
• Username: This is the username that matches up to the "Host".
• Password: This is the password associated with the username.

PLEASE NOTE: If you click cancel, it will return to the settings it was before. If you want to use the default settings, click on the 'Restore Default' button and it will save back to our host settings.

• Subject: The subject of each e-mail report which is sent from the database.
• Footer: This text will appear in every email in the place of "Footer" in the image above.
• Footer 2: This text will appear in every email in the place of "Footer 2" in the image above.

STEP 4. Click Save.

How do I restore the email settings back to the default?

There might be a time or situation where you changed the email settings and you want to change it back to the iFormBuilder's default settings.

To do this, click 'Edit Email Alert Info' and at the bottom, click the button for 'Restore Default' and it will save automatically and set it back.