Settings, operations & compliance
Email (SMTP)
Configure an SMTP server under Settings → General → Email (SMTP) so invitations and password-reset links are emailed automatically. It's optional — activation and reset links are always available to copy by hand from the Users page, so you can run Naxis Assistant without ever setting up email. Use Send test (an address box sits beside it) to confirm the settings work before relying on them — “Test email sent — check the inbox” means the server accepted it.
| Host / Port | Your provider's SMTP endpoint — typically port 587 with STARTTLS (Use STARTTLS is on by default). A server that doesn't answer within ten seconds counts as unreachable. |
|---|---|
| Username / Password | The sending account's credentials; providers with two-factor authentication issue app passwords for this. Username is optional for a server that needs no login. A stored password shows as “•••••••• (unchanged)” — leave it blank to keep it. |
| From address | What recipients see — e.g. assistant@your-company.com. |
| Public address | The card beside it: emailed links are built from this address, so set it to the one people reach the assistant on. Your logo appears in emails only once it is set. |
What email unlocks
- Invitation and password-reset links are delivered automatically instead of being copied by hand from the Users page — an invitation link is valid 7 days, a reset link 24 hours, each single use. The link is still shown to you either way, marked “email sent” or with the reason it wasn't.
- “Forgot password?” on the sign-in page works on its own — a single-use link, valid 24 hours, sent to the account's email. It is deliberately quiet: the page never says whether an account exists.
- Administrator sign-ins gain a second factor: after the correct password, a 6-digit single-use code (valid 10 minutes) is emailed and must be entered — active whenever SMTP is configured and the administrator has an email address. If the mail server is down, the sign-in falls back to password-only and the failure is recorded in the audit log — administrators are never locked out by an outage.
- Every administrator with an email address is told when a software update has been booked (see Software updates).
Getting it wrong
Send test reports the exact failure — a rejected login, a closed port, a certificate the server doesn't trust — rather than a generic error, so the fix is usually a single field. Until the settings are correct, every feature above simply behaves as if email were never configured: nothing breaks, invitations and resets just fall back to copyable links. Once they are, every message goes out under your company name and logo, in the recipient's own language if they chose one, else the system language.
The Email (auto-reply) chat channel also sends its replies through this server — configure SMTP before setting that channel up.
Last updated 20 Sep 2026