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Manage email

The platform emails users about cycles, check-ins, and invitations. Email Settings controls whether those emails go out, who they come from, and through which mail server.

Prerequisites​

  • The Edit Server Settings server permission.

Steps​

  1. Open Admin → Email Management. The Email Settings tab opens; the Email Notifications switch at the top turns all outgoing notifications on or off.
  2. Under Outgoing Email Settings, set the Sender Display Name, Sender Email Address, a Subject Prefix for every notification's subject line, and Send Error Email to for delivery-failure reports.
  3. Under Server Details, connect the mail server: SMTP with Host Name and Port, or JNDI for on-premises deployments that configure mail in the application server. For SMTP, pick the Authentication: Anonymous, Credentialed (SMTP Login Name and password), or Microsoft Exchange Online — OAuth with Client ID, Client Secret, and Tenant ID; the Exchange Online guide walks through the Azure side.
  4. Under Test Configuration, enter a Test Email Target Address and click Send Test Email — the test uses the values currently on the page without saving them.
  5. Click Save Email Settings.

The Email Settings tab with the notifications switch, sender fields, server details, and the test configuration section.

What users receive is shaped elsewhere: repositories choose which events notify whom under Email Notifications, users can switch to a daily digest, and the message texts themselves are editable under Email Templates.