Configuring Workspace Email and Testing Delivery

Open Settings > Email & Notifications. This area requires Full Access and Manage Settings for workspace email changes.

The Email Configuration card controls workspace email behavior. Personal notification switches appear separately on the same Settings page.

Workspace Reply-To Email

Set the mailbox intended to receive replies, then select Save Email Settings. Reply-To is separate from the visible From sender. Changing Reply-To does not verify a custom sending domain or automatically replace the platform sender.

Supported case email flows use the signature email first and the workspace Reply-To as a fallback. Confirm the actual Reply-To displayed in a sent message when troubleshooting.

Delivery Test Status

1. Save changes before testing.
2. Run the available email test with the intended recipient.
3. Review the recorded status, test time, From address, and any fallback-sender or error details.
4. Check the recipient mailbox and spam or quarantine folders.

A successful provider test indicates acceptance for delivery, not that a message reached the inbox or was read.

Delivery Diagnostics

Authorized users can review available notification and invoice-reminder diagnostics. Use them to investigate delivery events; a personal notification preference and an invoice reminder policy are different controls.

Replies and case history

The case Emails tab records messages sent through CaseWyze. Replies arrive in the configured mailbox and do not automatically become case updates or entries in the sent-email history.