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Gen3 Admin Email Settings

github-actions[bot] edited this page May 29, 2026 · 2 revisions

Email Settings

Start Here

  1. Open Email Settings.
  2. Configure SMTP or provider credentials for transactional email.
  3. Publish tenant support email and portal links tenants see read-only in Account Settings.
  4. Send a test message after credential changes.

Why this matters

Tenants display support contacts from this policy; wrong values generate support noise in the tenant app.

Details

Email Settings is the active Gen 3 Control Panel route for outbound email and tenant-visible support policy. It combines SMTP transport, support-contact publishing, welcome-email controls, and broadcast compose/send/review.

Email Templates & Modules is a separate sidebar route documented at Email Templates & Modules. Use that page when you need to create, edit, preview, or delete template bodies and shared modules—not when you are only configuring SMTP or sending a broadcast from Email Settings.

What the page currently supports

  • configuring SMTP host, port, credentials, and TLS posture
  • publishing tenant-visible support email and support portal values
  • enabling or disabling welcome email behavior
  • editing welcome-email copy fields
  • selecting welcome and password-reset templates for live email flows
  • composing, previewing, sending, and reviewing broadcast records

Main sections

SMTP Configuration

This is the transport layer. If password resets or welcome emails are not being delivered, start here first.

Support contact policy

This section controls what tenant users see under Contact support. It can publish email-only, portal-only, or combined support paths.

Welcome email policy

Use this section to control whether onboarding email is sent and what subject/body content should be used.

Broadcasts

Use the broadcast tab to compose audience-targeted messages, attach an existing broadcast template, include optional modules, preview recipients, and send or review broadcast records.

Template and module authoring lives on the separate Email Templates & Modules sidebar route. Email Settings consumes those artifacts when you pick templates for welcome, password-reset, or broadcast flows.

Recommended workflow

  1. Confirm SMTP works.
  2. Publish the correct support contact policy.
  3. Review welcome-email behavior.
  4. Confirm templates and broadcasts reflect the intended deployment communications.

Troubleshooting sequence

If a user reports missing email:

  1. Check SMTP configuration.
  2. Confirm the welcome-email or password-reset path is actually enabled.
  3. Confirm the support policy points to the right contact path.
  4. Return to Users if the underlying user action needs to be re-sent.

Best practices

  • Keep support email and support portal details accurate because they surface directly in the tenant shell.
  • Treat SMTP transport and support-contact policy as separate concerns.
  • Re-test or re-validate user onboarding after major welcome-email changes.

Related pages

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