Setup Email Settings

RegScale supports integration with customer email systems using SMTP. Email configuration is required for user registration workflows and for sending alerts across the system.

Note
No configuration is required for SaaS deployments. Email is preconfigured by default.

Before configuring Identity and Access Management (IAM), configure email first. Ensure you understand the authentication requirements of your outbound SMTP service.

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Open the Email Configuration Page

1. Select your profile icon in the top-right corner.
2. Select Setup.
3. On the right side of the screen, select the Email tab.

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Complete the Common Fields

Fill out the following fields:

• SMTP Reply Email Address: The "no-reply" address used for system-generated emails.
• SMTP Email Address: The email address used to authenticate with your SMTP server.
• RegScale Administrator Email Address: The email address for receiving system alerts.
• Email SMTP Port: The port used by your SMTP server (typically 587).
• SMTP Server: The URL of your SMTP server. For Office 365, use smtp.office365.com.

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Configure Authentication

Enable SSL

Select this option if your SMTP server requires encrypted communication using TLS/SSL.

Select the Authentication Method

Choose one of the following options based on your SMTP provider:

None

Select None if your SMTP server allows unauthenticated sending. No additional fields are required.

Basic

Select Basic to use a username and password for authentication.

• SMTP Email Password: The password for the SMTP Email Address.

OAuth

Use this method for providers such as Microsoft Office 365 that do not support basic authentication.

Complete the following fields:

• OAuth Authority: The URL used to authenticate the RegScale email agent.
• OAuth Application ID: The application registration ID from your email provider.
• OAuth Secret: The client secret from the application registration.
• Ensure Enable SSL is selected.

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Provider-Specific Settings

Amazon Simple Email Service (SES)

RegScale supports Amazon SES in version 4.3.0 and later.

Key setup steps:

• Use a verified domain for the reply email address. This requires DNS verification with AWS (CNAME records).
• Create AWS SMTP credentials.
• Use STARTTLS over port 587, and ensure Enable SSL is selected.
• Use the SES identity for the SMTP Email Address.

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Microsoft Office 365

As of August 2023, Microsoft no longer supports basic SMTP authentication. Use OAuth for authentication.

Follow Microsoft’s guidance for setting up OAuth-based SMTP:

• Authenticate an IMAP, POP, or SMTP application by using OAuth
• Register your application
• Enable SMTP AUTH for specific mailboxes

Use the following values in RegScale:

• SMTP Server: smtp-mail.outlook.com
• Email SMTP Port: 587
• OAuth Authority: https://login.microsoftonline.com/{tenant_id}
• Ensure SMTP Email Address belongs to a fully licensed mailbox user (not an alias).
• Confirm service principals from your app registration are available in Exchange.
• Grant the SMTP.SendAsApp permission.

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Test Email Configuration

1. In the email configuration form, select Email Test.
2. If the test succeeds, a green notification confirms the email was sent.
3. If it fails, a red alert provides error details.

Note
The test email is sent to the RegScale Administrator Email Address. If you don't receive it, check your spam or junk folder.

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Disable TLS (Legacy Environments)

Some legacy environments do not support TLS. To disable TLS, set the EMAIL_NO_TLS environment variable to true.