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SMTP Configuration

Set up email sending so the platform can deliver invitations, notifications, and invoices from your address.

#Purpose

Enable reliable outbound email for the workspace.

#When to use this

During setup or when email is failing.

#At a glance

DetailValue
Required permissionsManage email/integrations (CEO or admin)
Administrator levelCEO / Admin
Portal areas usedEmail settings, Integrations

#Step by step

1

Open email settings

Go to email or integrations settings.
2

Enter your sending details

Provide the SMTP/email configuration.
3

Save

Store the configuration.
4

Send a test

Verify delivery.

#Approval points

No formal approval gate

This administrative action does not require a separate sign-off, but review carefully before applying changes.

#Security notes

Security considerations

  • Email credentials are sensitive — restrict access.
  • Use a domain-aligned sending address for deliverability.

#Best practices

  • Always test after saving.
  • Align the sending address with your domain.

#Common mistakes

  • Wrong port or credentials.
  • Not testing.

#Troubleshooting

If this happensTry this
Emails are not sendingRe-check configuration and see Email Not Sending.

#FAQ

What breaks if email is misconfigured?

Invitations, notifications, and invoices will not reach recipients.

#Keep exploring

#Business modules & workflows

Still need help?

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