Email configuration
- 26 Feb 2025
- 2 Minutes to read
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Email configuration
- Updated on 26 Feb 2025
- 2 Minutes to read
- Print
- DarkLight
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Configuring SMTP (Simple Mail Transfer Protocol) settings in Agile.Now is essential for ensuring system-generated emails—such as One-Time Passwords (OTPs), notifications, and other automated messages—are successfully delivered. Incorrect SMTP configurations can lead to failures in email-based functionalities, causing inconvenience to users and affecting security measures.
This guide provides a structured approach to configuring and managing SMTP email settings within Agile.Now.
Access Rights Information
To modify SMTP email settings, you need to have the Configuration SMTP role with read and update permissions.
- Ensure you have the
Configuration SMTProle with create and update permissions. - If tenants need to manage their own SMTP settings, grant them
Configuration SMTPaccess.
Configuring SMTP Email Settings
Follow the steps below to configure SMTP settings correctly.
1. Access the Email Configuration Settings
- Navigate to Settings → Configuration.
- Locate the Email Configuration section.
2. Enter SMTP Server Details
Fill in the required fields as follows:
| Field | Description | Example |
|---|---|---|
SMTP server | The hostname of your outgoing mail server. | email-smtp.domain.com |
SMTP port | Port number used for SMTP communication (587 for TLS). | 587 |
Default sender name | The sender name appearing in outbound emails. | Agile.Now |
Default sender email | The email address used for sending system emails. | noreply@agilenow.io |
Username | The SMTP account username for authentication. | your_username |
Password | The corresponding SMTP password for authentication. | your_password |
Important Notes:
- Ensure your SMTP provider supports secure encryption (TLS/SSL).
- Using an invalid SMTP configuration may cause email sending failures.
3. Configuring Test Email Redirection (Optional)
Before enabling live email sending, you can redirect emails to a test list for validation.
- Toggle Redirect emails to test list to ON.
- Enter test email addresses in the Test List Addresses field.
- Click Save to apply the settings.
This feature ensures that emails are successfully processed before affecting live users.
4. Saving and Applying Configuration
Once all required fields are filled:
- Click Save.
- The system will immediately apply the settings.
If SMTP credentials or settings are incorrect, Agile.Now may display email delivery errors.
5. Tenant-Specific SMTP Configuration
When a new tenant is created, they automatically inherit the global email configuration.
- If you grant tenants access to
Configuration SMTP, they can modify their own SMTP settings for custom email handling.
Troubleshooting Email Issues
If emails fail to send, consider the following troubleshooting steps:
| Issue | Possible Cause | Solution |
|---|---|---|
| Emails are not being sent. | Incorrect SMTP server, port, or authentication details. | Verify SMTP settings. |
| Emails are marked as spam. | Poor domain reputation or missing SPF/DKIM records. | Configure SPF/DKIM for the domain. |
| Connection timeout errors. | Firewall blocking SMTP traffic. | Check network firewall settings. |
| Authentication failure. | Incorrect username/password or SMTP provider restrictions. | Reset credentials or check SMTP provider policies. |
If errors persist, refer to your SMTP provider's documentation for additional troubleshooting.
Conclusion
Setting up SMTP email settings correctly is essential for OTP delivery, notifications, and system messages in Agile.Now. If tenants require custom configurations, they can be granted Configuration SMTP permissions.
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