Configuring Email Settings
Set up your system email delivery using SMTP or a supported provider — essential for notifications, password resets, and client communication.
🧭 Step 1: Access Email Settings
- From your dashboard, go to System Settings
- Click into the Email Settings section — this controls how your ERP sends emails
🔧 Step 2: Choose Email Delivery Method
| Option | Use Case |
|---|---|
| SMTP | Standard method for most business email servers |
| Gmail | For small teams using Google Workspace |
| Outlook/Office 365 | For Microsoft-hosted business email |
| Amazon SES | For high-volume transactional emails |
| Mailgun / Mandrill | For API-based email delivery |
| Mailtrap | For testing email flows in staging |
| Custom | For advanced setups or private mail servers |
🛠️ Step 3: Enter SMTP Configuration
| Field | Example | Purpose |
|---|---|---|
| Mail Driver | smtp |
Defines the protocol used to send emails |
| Mail Host | smtp.yourdomain.com |
The server that handles outgoing mail |
| Mail Port | 587 |
Port number used for SMTP (e.g. 587 or 465) |
| Mail Username | [email protected] |
Authenticated email account |
| Mail Password | •••••••• |
Password for the above account |
| Mail Encryption | TLS |
Encryption method (TLS or SSL) |
| Mail From Address | [email protected] |
Sender email shown to recipients |
| Mail From Name | Company Name |
Display name shown in inboxes |
Tip: Use a monitored inbox for system alerts and client replies
✉️ Step 4: Send a Test Email
- Click Send Test Mail to verify your configuration
- If successful, you’ll receive a confirmation email at the configured address
💾 Step 5: Save Changes
- Click the blue Save Changes button at the bottom right
- Your email settings will apply instantly across modules (e.g. password resets, invoice delivery, notifications)
✅ Best Practices
- Use a dedicated email account for system delivery
- Choose TLS encryption for secure transmission
- Test settings after any domain or password change
- Monitor your “From” address for bouncebacks or client replies
