Configure email notifications
Set up SMTP delivery, choose which events send mail and what those emails say, and give notifications a recognizable sender — the organization-level foundation beneath each person's preferences.
Email notifications are the organization-level foundation beneath each person’s preferences: you decide what’s possible and what’s enabled, and individuals tune what reaches them within those bounds. This guide gets delivery working, then sets which events send mail and what those emails say. For the reference, see Email notifications.
Set up email delivery
Nothing else matters until mail can actually leave the platform, so start with delivery.
Before you start Open Administration and go to Email notifications. You'll need administrator access and your SMTP details to hand.
- Configure the SMTP connection the platform uses to send mail.
- Confirm mail reaches users — without working delivery, none of the time-sensitive prompts, approval requests, or reminders arrive.
Result The platform can send email, which everything in the Notifications section depends on.
Choose the events and their templates
With delivery working, decide what generates a message and what that message looks like.
- Choose which events trigger a notification email.
- Configure the template for each — including the subject and content — so emails are consistent and professional.
- Enable or hold particular notification types organization-wide, so only the right events generate mail.
Result The right events produce the right message, defined centrally rather than left to chance.
Note Notifications are only as useful as they are recognizable. The sender identity — the from name and address email is sent under — is set in System settings; set it so notifications arrive from a sender your users trust rather than a generic address.
Where to go next
This area sets what’s possible and enabled at the organization level; individuals then tune what reaches them in Email & preferences. To set the from name and address, see System settings.