Setting up your own email sender
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Enters or connects the sender. |
| Mail administrator | Supplies the mailbox, app password or consent. |
| Employee | Receives the first real notification. |
Step by step
- Tenant admin
Opens Settings, Notifications, Provider and chooses Custom SMTP.
What they see:The form asks for sender name, address, mail server, user and password.
- Mail administrator
Creates a mailbox login or app password for the platform to use.
What they see:The credentials are ready.
- Tenant admin
Saves and presses Send Test Email to their own address.
What they see:A success message or the provider's exact error.
- Tenant admin
Fixes any red failure banner and tests again.
What they see:The banner shows the latest delivery result.
- Employee
Receives the next notification.
What they see:The email arrives from the company's own address with its branding.
Who is told what
Company administrator: test email and the failure banner. Employee: every later email arrives from the company sender.