Admin configures global notification settings
An administrator configures global notification settings: SMTP, SMS provider, default channels per event, and mandatory (always-on) channels.
When this happens: Admin navigates to Admin Settings — Notifications.
Step by step
- 1
Go to Admin Settings — Notifications.
EasyCRM shows sections: SMTP Configuration, SMS Provider (Twilio), Push Notification Config, Event Default Matrix, Mandatory Channels.
- 2
SMTP: Enters/updates: Host, Port, Username, Password (masked), From Address, TLS toggle. Clicks Test Connection — system sends test email to Admin's address.
- 3
SMS: Enters Twilio Account SID, Auth Token (masked), From Number. Clicks Test — sends test SMS to Admin's phone.
- 4
Event Defaults: For each event type, sets default channel toggles that apply to new users.
- 5
Mandatory Channels: Marks certain event+channel combinations as Always On (e.g. Security Alert — Email = Always On; System Maintenance — Email = Always On). Users cannot disable these.
- 6
Click Save.
EasyCRM saves settings.
Other paths
Disable a channel globally
Disables SMS globally (e.g. Cost reasons). All SMS notifications stop. SMS column removed from user preference UI.
If something goes wrong
Smtp test fails
Test email send fails. EasyCRM shows: Connection failed: [error message]. Please verify SMTP settings Settings can still be saved but email notifications will fail until fixed.
Twilio test fails
Twilio API returns error. EasyCRM shows: SMS test failed: [error message]
Good to know
- SMTP credentials are stored encrypted.
- Twilio Auth Token is stored encrypted.
- Changes to mandatory channels take effect immediately for all users.
- Event defaults apply only to new users or users who have not customized their preferences.