--- title: "Email Default settings" slug: "email-default-settings" updated: 2025-03-19T19:55:41Z published: 2025-03-19T19:55:41Z canonical: "docs.processmaker.com/email-default-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Email Default settings > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Standard.png)![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) ## What are Email Default Settings? The default email settings let Administrators configure an outbound email server for user notifications in cases, tasks, and via Actions By Email and Send Email connectors. ProcessMaker Platform provides mailer drivers for the following services: - [Amazon SES](/v1/docs/email-default-settings#edit-an-email-server-configuration) - [Google Gmail](/v1/docs/email-default-settings#edit-an-email-server-configuration) - [Mailgun](/v1/docs/email-default-settings#edit-an-email-server-configuration) - [Microsoft Office365](/v1/docs/email-default-settings#edit-an-email-server-configuration) - [Postmark](/v1/docs/email-default-settings#edit-an-email-server-configuration) - [Sendmail](/v1/docs/email-default-settings#edit-an-email-server-configuration) - [SMTP](/v1/docs/email-default-settings#edit-an-email-server-configuration) ## View Email Server Default Settings **Permissions** Your user account or group membership must have the "Settings: View Settings" permission to view email server default settings unless your user account has the **Make this user a Super Admin** setting selected. See the [Settings](/v1/docs/permission-descriptions-for-users-and-groups#settings) permissions or ask your Administrator for assistance. Follow these steps to view the email server default settings: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Admin** option from the top menu. The **Users** page displays. 3. Click the **Settings** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/65563af8-a1c7-421b-989f-ec76b5986fb2.png) from the left sidebar to view all settings. 4. From the **Settings** panel on the left, expand the **Email** section. 5. Select **Email Default Settings** to view the following details: - **Setting:** The **Setting** column displays the name of the default email server settings. - **Configuration:** The **Configuration** column displays the setting value and how it is configured. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e3a624e5-0065-48df-bb7e-fedf31f25ec4.png) Email Default Settings > [!NOTE] > **Edit an Email Server Setting** > > Click the **Edit icon** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b3630a8e-2828-4a12-a117-278a547a47b7.png) to change a setting. For more information on different mail server configurations, see [Edit an Email Server Configuration](https://portal.document360.io/summer-2024/A7mdugENW7gZw1jmnrOv/administrator/email-settings/email-default-settings#edit-an-email-server-configuration). > > **Copy an Email Server Setting** > > Click the **Copy to Clipboard** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/c4df51b0-5706-4c16-a444-0c85250afa68.png) to copy the value of a setting > > **Clear an Email Server Setting** > > Click the **Clear**![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/4d0578b7-7887-4f42-8c49-82015f177098.png) to copy the value of a setting. ## Create a New Email Server Configuration **Permissions** Your user account or group membership must have the "Settings: View Settings" permission to view email server default settings unless your user account has the **Make this user a Super Admin** setting selected. See the [Settings](/v1/docs/permission-descriptions-for-users-and-groups#settings) permissions or ask your Administrator for assistance. Follow these steps to create or edit an email server configuration: 1. [View your email server default settings](/v1/docs/email-default-settings#view-email-server-default-settings). The **Email Default Settings** tab displays. 2. Click on the **+Mail Server** button at the top of the **Email Default Settings** panel. A new option displays below to the **Email Default Settings** option called **Email Server N**, where **N** is a number of the created email server. 3. Optionally, change the name of this email server's alias name. Follow these steps: 1. Click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b7b50a6e-0449-4ac9-9043-5a8b608f6ce2.png) icon for the **Mailer Alias Name** setting. The **Mailer alias name** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/566f8c4f-69bd-4f08-9124-d224f1a74f8e.png) 2. Change the name for this email server's alias, and then click on **Save**. 4. Optionally, change which mail driver this email server uses. Follow these steps: 1. Click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b7b50a6e-0449-4ac9-9043-5a8b608f6ce2.png) icon for the **Mailer driver** setting. The **Mailer driver** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/6c61c401-3bab-4dbb-a5b4-7c57171af77f.png) 2. Select one of the following options that represent supported mail drivers: - **smtp:** Click on the **smtp** option to use the SMTP mail driver. - **sendmail:** Click on the **sendmail** option to use the Sendmail mail driver. - **mailgun:** Click on the **mailgun** option to use the Mailgun mail driver. - **postmark:** Click on the **postmark** option to use the Postmark mail driver. - **ses:** Click on the **ses** option to use the Amazon SES mail driver. 3. Click **Save**. Subsequent settings for that email server change based on the selected mail driver. Follow the instructions [below](/v1/docs/email-default-settings#edit-an-email-server-configuration) for your selected mail driver ## Edit an Email Server Configuration Edit an email server based on the selected mail driver and the mail driver. ## Send a Test Email Using an Email Server Configuration Send a test email using an email server configuration to ensure that your email server configuration sends emails correctly. **Permissions** Your user account or group membership must have the "Settings: Update Settings" permission to delete an email server unless your user account has the **Make this user a Super Admin** setting selected. See the [Settings](/v1/docs/permission-descriptions-for-users-and-groups#settings) permissions or ask your Administrator for assistance. Follow these steps to send a test email using an email server configuration: 1. [View your Email Default Settings](/v1/docs/email-default-settings#view-email-server-default-settings). The **LDAP** tab displays. 2. Locate the custom email server setting's tab if not testing the default email server settings. 3. Click the **Send Test Email** button. The **Testing Email Server** screen displays.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/68470c5a-03fa-4d3b-a673-799681c82f07.png) 4. In the **Recipient's email address** setting, enter the valid email address to send the test email. This is a required setting. 5. Click **Test**. Any errors that occur display below the **Recipient's email address** setting. If no errors display, review the Inbox for the email address to which the test email was sent. ## Related - [Amazon SES Mail](/amazon-ses-mail.md) - [Google Gmail](/google-gmail.md) - [Mailgun Mailer](/mailgun-mailer.md) - [Microsoft Office 365](/microsoft-office-365.md) - [Postmark Mailer Driver Settings](/postmark-mailer-driver-settings.md) - [Sendmail Mailer Driver Settings](/sendmail-mailer-driver-settings.md) - [SMTP Mailer](/smtp-mailer.md)