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Practical guides for ControlOps — signup, workforce ops, settings, and troubleshooting.

Account & settings

Email and SMS settings

Configure outbound email (SMTP) and SMS for your company.

Email (SMTP)

Under Settings → Email, configure your company’s SMTP so invoices and notifications can send from your account. Typical fields include host, port, username, password, from address, from name, and encryption, plus templates, triggers, and send logs.

SMS

Under Settings → SMS, connect Twilio (or your plan’s SMS provider), manage templates and triggers, and review logs. Availability depends on your package.

Tip: Test send after saving SMTP credentials before relying on invoice email in production.