Configure SMTP settings

Learn how to configure SMTP settings in the Admin panel to send email notifications to clients about important B2COPY events

B2COPY requires an active SMTP service to send email notifications to clients about important events, such as account creation, password changes, and others. For optimal performance, choose an SMTP provider that ensures high deliverability and doesn't impose strict daily sending limits.

To configure SMTP settings:

1

Expand the Settings menu.

2

Go to SMTP Settings in the menu.

3

On SMTP Settings page, fill in the following fields:

• In the Host field, enter the SMTP service hostname.

• In the Username and Password fields, enter your SMTP service credentials.

• In the Send from Email field, enter the email address that will appear as the sender for outgoing emails.

• In the Send from Name field, enter the name you want recipients to see as the sender (for example, your company name).

• In the Encryption dropdown, select SSL/TLS to enable a secure connection with the SMTP service. Select None (no encryption) only when testing.

• In the Port field, enter the port number used for the SMTP connection.

SMTP settings

4

Click Test Connection in the upper-right page corner to verify that the connection to the SMTP service works with the current settings.

If the message Connection test successful appears, the connection is valid.

5

When configuring SMTP settings for the first time, click Save and go to Templates to generate email templates that will be used for sending notifications to clients (for details, refer to Generate and configure email templates).

When updating an existing SMTP configuration, click Save to apply your changes.