Configuring Email

The Integrations > Emails page on the Cyolo admin portal allows the admin to configure Cyolo or third-party mail server settings.

Default Mail Settings

1. Log in to the Cyolo admin portal using admin credentials.
2. Navigate to the Integrations > Emails page.
3. Under Configure settings for outgoing email, the Use default settings option is selected by default.
4. When default settings are selected, the From address field is non-editable.
5. In the From name field, either keep the default of Cyolo Mail Service or change it to a custom name. Emails sent to users and administrators from within the portal will have this name in the From address.
6. Click the Test Connection under Simulate a test email from the logged-in user when initiating this action to test the service. A test email is sent to the logged-in administrator’s email address.

Custom Mail Settings

1. Under Configure settings for outgoing email, select the option Use custom settings.
2. When default settings are selected, the From address field is non-editable.
3. Enable the toggle button Require credentials.
4. From the drop-down menu, select the credentials for the mail server stored in the vault. For more information, refer to the section: Vault.
5. In the From address field, enter the address that emails are sent from. Email sent to users and administrators from within the portal will have this name in the From address.
6. In the From name field, enter the name that must appear alongside the from address in the emails sent using this server.
7. In the Host field, enter the SMTP server address of the mail server.
8. In the Port field, select the SMTP server port number - either 587 or 25 - from the drop-down menu. Make sure the selected port is allowed in your network.
9. Click the Test Connection under Simulate a test email from the logged-in user when initiating this action to test the service. A test email is sent to the logged-in administrator’s email address.