Email Settings

Email Settings

Configure SMTP and IMAP settings for email automation.

Administrators define one or more email profiles used when the platform sends notifications or participates in email-driven workflows.

Where to find everything: Administration Settings.

Actions

• + New profile — add another SMTP/IMAP configuration.

First-time setup (empty state)

When no profiles exist, the page shows:

• No email profiles configured
• Short explanation that a profile enables SMTP and IMAP for automation workflows.
• + Create your first profile — same flow as adding a profile.

Creating a profile

1. Click + New profile (or Create your first profile).
2. Set a clear profile name (for example "QA alerts" or "Scheduled run reports").
3. Configure SMTP (host, port, TLS, credentials). Use app passwords where your provider requires them.
4. Configure IMAP only if your deployment uses receiving or sync features.
5. Use Test SMTP / Test IMAP (when shown) before saving.
6. Save / Create profile to store the profile.

SMTP vs IMAP

• SMTP — outbound mail (run notifications, summaries, alerts).
• IMAP — inbound/sync only when a feature needs it.

Best practices

• Use a dedicated service mailbox, not personal accounts.
• Rotate credentials when your mail provider requires it; retest delivery.
• Remove obsolete profiles to reduce misconfiguration risk.

Related articles

• Email Templates
• Audit Logs