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Email Configuration

Required Role

Global roles only

Email Configuration connects Agent Manager to your organisation's email infrastructure so that all outgoing emails (client notifications, reminders, agreements, etc.) are sent from your own domain.

Supported Email Integrations​

Microsoft 365​

Connect via Microsoft Graph API using OAuth. This allows Agent Manager to send emails through your organisation's Microsoft 365 account.

  1. Click Connect Microsoft 365
  2. Sign in with your Microsoft 365 admin credentials
  3. Grant the required permissions
  4. Select the sending mailbox (e.g. noreply@yourcompany.com.au)
  5. Click Save

Google Workspace (Gmail)​

Connect via Google OAuth or a service account.

  1. Click Connect Google Workspace
  2. Authenticate with your Google admin account
  3. Select the sending Gmail address
  4. Click Save

SMTP (Custom)​

For organisations using other email providers:

  1. Select Custom SMTP
  2. Enter SMTP server, port, username, and password
  3. Click Test Connection to verify
  4. Click Save

Sender Settings​

  • From Name — the display name on outgoing emails (e.g. "ABC Migration Services")
  • From Email — the sending email address
  • Reply-To — where replies should go (can differ from the sending address)

Testing​

Click Send Test Email to verify the configuration is working correctly before enabling it for all outgoing mail.