✉️ Configuring SMTP

For Palmr to function with all its best features, we need to configure our email server. To make this easier, there is a built-in configuration panel inside Settings in Palmr. However, only users with an ADMIN profile can access and configure these settings.

❓ Why Configure SMTP?

The main functionalities that depend on SMTP configuration are:

• 🔑 Password Reset – Users who forget their password and cannot access the Settings panel need this feature.
• 📧 Email Notifications – Recipients will receive emails when new shares are sent to them.

Now, let's go through the step-by-step process to configure the SMTP Server.

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🔧 Accessing SMTP Settings

To access Settings, an ADMIN user must click on the profile picture in the header and select Settings from the dropdown menu.

Once inside the Settings panel, click on the Email card to expand the SMTP configuration options.

After expanding the card, the following SMTP configuration fields will appear:

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⚙️ Configuring SMTP Server

The first step is to enable SMTP by selecting "Yes" in the SMTP Enabled field.

Once SMTP is enabled, you can configure the other necessary fields:

• Sender Name – This will appear as the sender’s name in emails. (Example: "Palmr")
• Sender Email – The email address from which notifications will be sent. (Example: "noreply@palmr.app")
• SMTP Server – The SMTP server address. You can use any email service provider. For Gmail, use smtp.gmail.com (this is the recommended option and set as default).
• SMTP Port – The server port. For Gmail, the standard port is 587.
• SMTP Username – The username for the SMTP server. For Gmail, enter your email address.
• SMTP Password – The SMTP password. (Generate an App Password for Gmail)

Important: If using Gmail, you need to generate an App Password instead of using your standard email password. For other email services, consult the official documentation of the service provider you are using. We recommend using Gmail for simplicity and limits the number of emails sent.

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🔐 Generating a Gmail App Password

To generate an App Password for Gmail:

1. Go to Google My Account.
2. Select Security.
3. Scroll down to App Passwords.
4. Generate a new password specifically for Palmr.

For a complete guide, refer to: How to set up SMTP credentials with Gmail.

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✅ Finalizing SMTP Configuration

After entering the correct information, save the settings. Palmr is now ready to send emails for password resets and share notifications!