There are two parts to it. You will need to set up a new Gmail account if you don't have one set up for your School. After creating it, you will need to set it up in RSM.
1) How to create a new Gmail account:
1. After logging out from your current gmail account, go to Gmail.com
2. Click on Use another account ->
Create account -> Choose for "myself" when you are presented with 2 options
3. Enter your First Name
3.2 Enteryour Last name
3.3 Enter the Username (such statementsyourschoolname
or whatever else that will work for your school)
3.4 Enter the password & enter it again to confirm
Save your password somewhere, as you will need to use it in RSM
Thereafter follow the prompted steps on the screen to finalize creating the Gmail account.
2) Setting up your Gmail account in RSM for sending emails.
1. Login to Rise School Management.
2. Go to Quick menu -> Settings
3. Select the second tab "General settings"
4. Under Email account
, click on the two squares opposite System email account
, as show below:
5. Enter the details for
5.1 Email address: excelsiorstatements@
5.2 Email sender name: Name you will use for parents to see 5.3 Tick
Sending emails under User Account 5.4 In the window
"Use Account" enter your gmail account firstname.lastname@example.org
for User name
, as shown on the screenshot above:
5.5 In the Password field, enter the password you've created for email@example.com
Please make sure it's correct & there are no spaces before or after the password 5.6 Under Server, enter
5.7 For Port enter 465
5.8 Tick Use secure connection (SSL)
5.9 Click on Check Settings (the button in the top right corner)
. If all is well, click on Save & Close.
5.9 If you receive the error message, insert this link to the tab in the browser, where you have the Gmail account open, https://myaccount.google.com/
5.10 Scroll the roller so it becomes green to enable access. Thereafter click on Check settings
. If all is well, click on Save & close.
If there is a problem, please take a screenshot with the error message & email it to me.
3) 3.1 If the authentication still did not take place, login to the gmail account from which your School will be emailing statements.
3.2 In the tab next to it, click on the link https://myaccount.google.com/lesssecureapps
3.3 Scroll the roller to enable the access.