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Configure SMTP email communication

Inbox notifications and other Automation messages can be sent to users via email once the administrator has configured the settings for your SMTP server.

To configure SMTP server:

  1. Go to Settings > Communication.
  2. Under SMTP properties, switch Enabled on.
  3. Configure the following SMTP properties:
    • Email Protocol: Select the protocol used to connect to the mail server: SMTP or SMTPS
    • SMTP Host Name: Enter the hostname of the SMTP server (e.g. smtp.gmail.com)
    • SMTP Port: Specify the port used by the SMTP server (commonly 25 or 587 for SMTP, 465 for SMTPS)
    • SMTP Authentication: Select the authentication method used by the SMTP server:
    • Password
      • Username: Email account used for sending messages
      • Password: The password associated with the email account
    • OAuth Client Credentials
      • Username: Email account used for sending messages
      • OAuth Token Endpoint: OAuth authorization server endpoint used to obtain access tokens
      • Scopes: OAuth scopes required by the mail provider
      • Client ID: Application (client) identifier registered with the identity provider
      • Client Secret: Client secret generated for the registered application
    • MIME Type of the Content: Select the format of outgoing email messages:
      • Plain Text Emails are sent as text-only messages
      • HTML Emails can contain formatted content such as styling, hyperlinks, and tables
    • From Address: Specify the sender email address that will appear in outgoing emails
    • Subject Prefix: Optionally specify a prefix that will be added to the beginning of every email subject
    • Connection Timeout (Milliseconds): Specify the maximum time (default of 3000), in milliseconds, that the application will wait when establishing a connection to the SMTP server
  4. Click Test connection to verify the SMTP server configuration.
  5. Click Save to apply the changes.