Email Settings
The sender and the way mail leaves. "Platform" sends through this deployment’s own Microsoft 365 account as noreply@tranxact.ai. Choose Microsoft 365, SMTP or a mail provider to send through your own account and domain instead — the credential is sealed on the way in and never shown again. A company has one set of email settings: open it, press Edit, then Set credential and Send a test.
Where to find it
Address in the console: /platform/mail-settings
List · 7 columns · 11 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| On | Yes or no | is_enabled |
| Sender | Text | from_email |
| Sender name | Text | from_name |
| Sent through | Status | transport |
| Credential | Code | secret_last4 |
| Last test | Yes or no | last_test_ok |
| Tested | Date and time | last_tested_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Send email | Yes or no | Off stops every message this company sends. Nothing is queued while it is off. | |
| Sender address required | Text | noreply@tranxact.ai unless your own domain is verified with the transport below. | |
| Sender name | Text | ||
| Replies go to | Text | Optional. Leave empty for a no-reply sender. | |
| Sent through | Choice | platform, graph, smtp, sendgrid, mailgun, brevo, postmark | platform = this deployment’s own account. graph = your Microsoft 365 (an app registration with Mail.Send). smtp = any submission server. |
| SMTP server | Text | e.g. smtp.office365.com | |
| SMTP port | Number | 587 for STARTTLS, 465 for TLS | |
| SMTP security | Choice | starttls, tls, none | |
| User / client id / domain | Text | SMTP: the user name. Microsoft 365: the application (client) id. Mailgun: the sending domain. | |
| Microsoft 365 tenant id | Text | ||
| Footer | Long text | Printed under every message. Empty for the standard one. |
What you can do here
Send a test primary
Send a test message
Asks for: Send it to
Set credential
Store the credential
Asks for: Password / secret / API key*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.