SendGrid is the preferred email service provider utilized by Clubessential clients. All emails generated in the Full Suite product are delivered through SendGrid. As of January 20, 2021, Clubessential has upgraded all SendGrid users to utilize API Keys to authenticate emails sent from within the Clubessential Management Application. This guide will review the API keys associated with a SendGrid account as well as the process to setup Two-Factor Authentication (2FA) on the Client Login Portal, which is required to access email delivery results. |
As of January 2021, Clubessential will be utilizing API Keys to authenticate sending emails through SendGrid. The Username will reflect apikey. The Password will be a password token generated by the API Key in SendGrid.
Please Note: These credentials should never be manually changed by a system user.
Users will be required to enable 2FA (Two-Factor Authentication) when logging into the SendGrid Client Portal. This is to ensure that only those with an authentication code, generated at each login, can access the account. Before setting up Two Factor Authentication, the User will need access to the account email address listed on file in SendGrid.
Once access to the account has been confirmed, the next step is to select the verification method when using the Two Factor Authentication: use a code (SMS Text Message) sent to your mobile phone or generate a verification code with the Authy App. The Authy App allows authentication over WiFi for users that do not have cellular service and allows the user to send the code as an SMS message. If using Authy, enable the Authy backup feature to help prevent getting locked out of the account.
Upon initial login at https://app.sendgrid.com/, the Security Checkup page will appear.
Click, Get Started.
Click Yes, Continue to 2FA as Clubessential has migrated to utilizing API Keys.
Again, there are two options to receive an authentication code; via Text (SMS) or by using the Authy App.
To use the Text Message (SMS) option
To use the Authy App
To provide secure access to multiple users of the account, utilize Teammates within SendGrid. For this feature, Two Factor Authentication will need to be enabled for each Teammate. Another option would be to utilize the Multi-Device feature on Authy.
To access Teammates in SendGrid
The recipient will receive an invite to the Team via email. The invite is good for 7 days.
To remove a Teammate
Q. I don't know my Username.
A. If you need assistance, please contact support@clubessential.com.
Q. I don't know my Password.
A. If you know the Username, but forgot the password, click Forgot your Password? on the login screen.
Enter the Username, click Send Reset Instructions. SendGrid will send an email with instructions on how to reset the password.
Q. I forgot my password, but I did not get the password reset.
A. The email on file in your SendGrid account may be outdated; please contact support@clubessential.com to get this updated.
Q. Our club has more than one administrator who needs access to SendGrid. What is the best way to handle this with 2FA?
A. Clubs that have multiple users, can set up additional Teammate Accounts in SendGrid. This provides each admin, their own SendGrid login.
Q. I set my account up for Two-Factor Authentication, but I changed phone numbers and I am locked out, what do I do to regain access?
A. Please submit a support ticket request to support@clubessential.com to have the 2FA temporarily removed.