1A. Company settings and SMTP

Purpose

Configure tenant identity, regional defaults and the encrypted email transport used by scheduled reports, alerts and notifications.

Before you begin

• Tenant Administrator is authenticated
• A dedicated non-production SMTP account and test mailbox are available

Procedure

1. 1

   Save company identity, timezone, currency, date format and default classification banner.

2. 2

   Configure SMTP host, port, transport security, username, password, sender and reply-to.

3. 3

   Reload the page and confirm the password is reported only as stored—not displayed.

4. 4

   Verify connection, then explicitly confirm one test email to the controlled test mailbox.

5. 5

   Edit the scheduled-report subject/body using only the documented variables; create a test schedule and process its queue.

6. 6

   Simulate an unavailable test transport and inspect retry and dead-letter status without exposing the SMTP secret.

Expected result

• Non-administrators cannot read or change settings or templates
• SMTP password is encrypted at rest and never returned to the browser
• Every settings, template and delivery action is audited without password material
• Disabled SMTP cannot verify or send
• Repeated failures stop at the bounded dead-letter state and remain visible