Setting up email

What you will learn

• Gmail OAuth vs SMTP — which to pick
• Reply-to handling so customer replies land where you want them
• Per-user sender names for manual sends, org / location names for automated sends
• How to send a test email and verify delivery

Pick a provider

Even Level supports two email providers:

• Gmail OAuth — fastest, one-click sign-in. Use this if your business runs on Google Workspace.
• SMTP — paste host / port / username / password. Use this if you are on Microsoft 365, a hosted email provider, or your own mail server.

Either way, every email sends from your actual email account — customers see a normal message from your domain, not from Even Level.

Connect via Gmail OAuth

1. Go to Settings → Email.
2. Click Connect Gmail. Google opens in a new tab.
3. Sign in with the Google account you want email to send from.
4. Accept the permissions. Even Level returns to the Email settings page and shows "Connected to yourname@yourco.com".

Connect via SMTP

1. Go to Settings → Email.
2. Select SMTP as the provider.
3. Enter your SMTP host, port (587 for STARTTLS, 465 for SSL), username, and password.
4. Set the From email to the address customers should see.
5. Click Save.

Sender names — who the customer sees the email is from

Even Level has a per-user and per-org sender name system so the "From" name on the email reflects who actually sent it.

Manual sends (you click Send)

The resolver picks, in order:

1. Your own Sender Name from Profile if set
2. Your first + last name from Profile
3. The fallback "Accounts Receivable" if neither is set

Automated sends (workflows, alerts, reminders)

The resolver picks, in order:

1. The locations Sender Name if set (multi-location orgs)
2. The organizations Sender Name from Settings → Email
3. The fallback "Accounts Receivable"

Automated emails never use your personal name — one user editing their profile cannot change what every automated email says it is from.

Reply-to

By default, replies go to the same address the email was sent from. If you want replies routed somewhere else — say, every outbound sends from a shared billing@yourco.com but you want the actual rep to get the reply — set a Reply-To on your Profile page. Emails you send will carry that Reply-To header.

Send a test

1. On the Email settings page, click Send Test Email.
2. Check the inbox. You should see a message from your configured sender name within 30 seconds.
3. If it does not arrive, check the spam folder and see Troubleshooting (coming soon).

Common questions