SMTP (outbound email)
Module: Settings · For: Carrier users · Page address: /carrier-portal/settings/integrations/smtp
How to get there
Section titled “How to get there”Settings → Integrations → Smtp
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | No |
| User | No |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Any signed-in member | Must be granted on its own (not part of Manage) |
| Save SMTP settings | Any signed-in member | Manage also grants it |
| Verify Test delivery | Any signed-in member | Must be granted on its own (not part of Manage) |
What this page tells you
Section titled “What this page tells you”When off, platform default email provider is used for supported flows.
What you see
Section titled “What you see”- Connection
Tab: Connection
Tab: Sender
Tab: Verify
What you can do
Section titled “What you can do”- How this works
- Cancel
- Save SMTP settings
- Connection Host, port, TLS
- Sender From identity
- Verify Test delivery
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Enable custom SMTP | No | switch | |
| SMTP host | No | textbox | smtp.example.com |
| Port | No | textbox | 587 |
| Username | No | textbox | |
| Use TLS (STARTTLS) | No | switch |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Tooltip state
Last updated 2026-10-27