Configure Email (SMTP)
Configure email so the platform can reliably send invitations, notifications, and invoices from your address.
#Purpose
Enable dependable outbound email.
#When to use this
During setup, or when emails are not being delivered.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | Manage integrations/email (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Integrations/Email settings |
#Step by step
1
Open email settings
Go to email or integrations settings.
2
Enter your details
Provide the sending configuration.
3
Save
Store the configuration.
4
Send a test
Confirm delivery with a test email.
#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 sending address aligned with your domain to aid deliverability.
#Best practices
- Always send a test after saving.
- Align the sending address with your domain.
#Common mistakes
- Wrong credentials or ports.
- Skipping the test email.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Test email not received | Re-check details and check spam; see Email Not Sending. |
#FAQ
Why is email important?
Invitations, notifications, and invoices all depend on working email.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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