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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.

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.