Mail and invitations
The one mail connection everything the product sends leaves through, the difference between a connection test and a test send, and what happens when a send fails.
Everything the product sends leaves through one mail connection. There is no second channel and no bypass path.
| What goes out | When |
|---|---|
| Two calendar invitations per event | On creation, and again on every edit or cancellation |
| Messages to system owners and contacts | According to the update type and its template |
| The checklist summary | When every required question on the form has been answered |
| Scheduled reports and alert deliveries | On the schedule, or when the rule fires |
"Send to the system owner" on the export screens is the exception, and it is deliberately not a send: it returns a file that opens as a mail draft on your own machine, so that you read it and send it yourself. The product does not send it.
Configuration
The mail connection is configured as a connection row in settings, not in a file that requires a restart.
| Field | Note |
|---|---|
| SMTP server | An internal relay, or a hosted service |
| Port | 25 for an internal relay · 587 with STARTTLS · 465 with implicit SSL/TLS |
| STARTTLS | Encrypting the connection after it opens — the usual choice on port 587 |
| Implicit SSL/TLS | For servers that require encryption from the moment the connection opens |
| Username and password | Left empty when the server accepts unauthenticated submission |
| Sender address and sender name | These appear on every invitation that goes out |
| Sender address policy | See below |
The sender address policy
Some messages in the product deliberately come from a different mailbox — the checklist summary from the operations center mailbox, an invitation on behalf of the event's creator. An internal relay will usually carry those; a hosted service accepts only the address it authenticated and rejects a stranger's.
| The choice | The behavior |
|---|---|
| A dedicated address where possible | The default. The dedicated address is kept when the connection does not authenticate, or when it is on the same domain |
| Always the configured sender address | All mail leaves from the configured address. The display name survives, so the message still reads as coming from the operations center |
The rejection in this direction is silent: the message simply stops arriving. For a hosted service, choose the second option.
Two tests, and only one of them proves anything
| Action | What it does |
|---|---|
| Test | Connects to the server using the saved configuration — and sends nothing |
| Send a test mail | Sends a real message to an address you type, and reports stage by stage what happened |
The test also reports which values it took from the deployment's own configuration where the row left them blank, otherwise you would be reading a verdict about a server you never typed. The password is never returned at any stage. One limit: five test mails per minute per user — a mail test costs nothing and lands in somebody's inbox.
When a send fails
A mail failure does not cancel the action the user already confirmed. The event is saved, the summary screen shows "not sent" with the reason, and editing the event in the calendar sends the invitation again.
Deleting the mail connection returns the product to the deployment's own mail settings — and if there are none, it is left with no mail channel. The delete dialog states both possibilities before it deletes.
Updated
This page is the file content/docs/en/v1/integrations/mail.mdx