Help · Settings · Supervisors and above

Set up email from your own domain

Password resets, approval notices and the weekly digest are sent from the mail server you enter, so they come from your domain.

All help topics

Steps

  1. Open Admin, Developer, Email settings. In the app: /developer
  2. Enter the server, port (587 for most), the sender address and the sign in; for Microsoft 365 use an app password or a relay connector, for Google Workspace an app password.
  3. Press Send a test email and read it; the Operations page shows whether mail is configured. In the app: /admin/ops

Also in Settings

  • Your name, logo and colors The product name, short name, logo and colors print on the pages and the documents; the organization's legal name prints on the manual and every record.
  • Security settings and the event log Require two-step by role, see failed sign ins and lockouts, review who can sign, and read the security event log.
  • Backups, health and the Operations page Hosted instances take a verified daily backup with an off-site copy; the Operations page shows the last one, the disk, the database check and the warnings.
  • Change your plan The Plan page shows what you pay for and what you use. An upgrade, another station or the library add-on takes effect within a minute; a lower plan waits for the renewal date.

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.