Scope
This article explains how to configure a custom email server within Cloud Assess.
Requirements
You will need the following information from your IT team or email administrator:
SMTP server address (host name)
SMTP port number
Encryption method (TLS or SSL)
Username for authentication
Password or application-specific password
Sender email address
Note: You must be a Power user within Cloud Assess to update the Custom Email Server settings.
Configure the Email Server
Log in to Cloud Assess using a Power user account.
Navigate to Settings.
Select Other Apps under Integrations
Manage Custom Email Server.
Enter the required SMTP details:
Field | Description |
SMTP Server Address | The address of your outgoing mail server. A quick Google search can help find this detail - based on your email client e.g. Outlook. |
Port | The port used for SMTP communication |
Username | The email account used for authentication |
Password | The password associated with the account |
Security | Select the required security protocol (TLS/SSL) |
Authentication | The authentication type used |
Default From Email Address | The email address that recipients will see as the sender (create a shared inbox e.g. training@org.com) |
6. Review the information entered to ensure it is correct.
7. Select Save to apply the configuration.
Test the Configuration
After saving the settings, it is recommended that you perform a test to confirm that emails can be sent successfully.
Common SMTP Settings
The exact settings required will depend on your email provider. Your IT team should provide the correct values for your environment.
Common SMTP ports include:
Port | Typical Use |
25 | Standard SMTP (often restricted) |
465 | SMTP using SSL |
587 | SMTP using TLS (recommended) |
Troubleshooting
Authentication Failed
If you receive an authentication error:
Verify that the username and password are correct.
Check whether the email account requires an application-specific password.
Confirm that SMTP authentication is enabled for the account.
Emails Are Not Being Delivered
If emails appear to send successfully but are not received:
Check the recipient's spam or junk folder.
Review any mail filtering or quarantine policies.
Ask your IT team to review the email server logs.
Connection Errors
If Cloud Assess cannot connect to the mail server:
Verify that the SMTP server address is correct.
Confirm that the port number matches your email provider's requirements.
Ensure that firewall rules allow outbound connections to the specified SMTP server and port.
Need Help?
If you experience issues configuring a custom email server, contact your internal IT team to verify the SMTP details being used. If the problem persists, contact the Cloud Assess Support team and provide:
The SMTP settings being used (excluding passwords)
The email address used for testing
Details of any error messages displayed
The approximate date and time the issue occurred