General Settings

Control external email permissions and allowed email domains for your organization.

Navigate to System > Settings > General to access these settings.

External Email Settings

Allow External Emails to Client Portal

When enabled, team members can add external email addresses (outside your organization's allowed domains) to the client portal.

• Enabled: Any email address can be added to the client portal
• Disabled: Only email addresses from allowed domains can be added

Allow External Emails as Team Members

When enabled, team members can add external email addresses as team members within the system.

• Enabled: External contractors or partners can be added as team members
• Disabled: Only internal email domains are permitted for team members

Allowed Email Domains

Configure which email domains are considered internal to your organization. This setting is used when external emails are disabled.

How to add a domain:

1. Enter the domain starting with @ (e.g., @yourcompany.com)
2. Click Add
3. The domain will appear as a chip below the input field

To remove a domain: Click the X on the domain chip.

Saving Changes

After making changes:

1. Click Save Changes to apply your settings
2. Click Reset to discard unsaved changes and restore previous values