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SettingsConnected Accounts

Connected Accounts

The Connected Accounts page (also called Email Setup) is where you configure how ScendCore sends email on behalf of your team. You can connect OAuth mailboxes, add SMTP servers, or verify sending domains.

Accessing Connected Accounts

Go to Settings > Connected Accounts in the sidebar.

Connection Methods

OAuth Mailboxes

Connect your email provider directly so ScendCore sends email through your actual mailbox:

ProviderDescription
Microsoft 365Connect your Outlook/M365 account. Best for individual reps.
M365 OrganizationIT admin grants access for the whole org. Send as any user without per-person setup.
Google WorkspaceConnect your Gmail account. Best for individual reps.

To connect: Click the provider button. You will be redirected to the provider’s OAuth consent screen. After granting access, you are returned to ScendCore.

SMTP Server

Connect any email provider that supports SMTP:

  1. Click + SMTP Server.
  2. Enter connection details:
    • Host (e.g., smtp.yourdomain.com)
    • Port (typically 587 for TLS)
    • Username and Password
    • From Address and Display Name
  3. Click Test Connection to verify.
  4. Click Add SMTP Account.

Works with Zoho, Fastmail, self-hosted Exchange, Postfix, and any SMTP-compatible server.

Sending Domain

Verify a domain to send email without connecting a mailbox:

  1. Click + Sending Domain.
  2. Enter your domain (e.g., send.yourdomain.com).
  3. ScendCore provides DNS records (SPF, DKIM, DMARC) to add to your domain registrar.
  4. Add the DNS records and click Verify DNS.

Use a subdomain like send.yourdomain.com to protect your primary domain reputation.

Managing OAuth Mailboxes

Each connected mailbox shows:

Identity Table

A table of email addresses (identities) associated with the mailbox:

ColumnDescription
Email AddressThe sending address
TypePrimary, alias, shared, or send_as
StatusActive or Inactive
Sender ProfileThe linked sender profile (if any)

Refresh

Click Refresh to re-run identity discovery and back-fill sender profiles. Use this after:

  • Adding new aliases in your email provider
  • Fixing OAuth token issues
  • Deploying configuration changes

Disconnect

Click Disconnect to remove the mailbox. This stops all sending from addresses associated with it.

Inbound AI Settings

Each connected mailbox has inbound email settings:

SettingDescription
Inbound AIEnable/disable AI processing of incoming emails
Mailbox PurposeNew Business, Support, General, Billing, or Personal
AI BehaviorFull Auto, Reply Only, Triage Only, or Disabled

Add Send As Address

For shared mailboxes, you can add “Send As” addresses. This requires Send As permission in your email admin (Exchange or Gmail admin console).

Managing SMTP Accounts

SMTP accounts show the from address, display name, and active status. You can remove accounts that are no longer needed.

Managing Sending Domains

Each verified domain shows:

  • Status: Pending, Verified, or Failed
  • DNS Records: The records you need to add to your domain registrar
  • Verification date: When the domain was successfully verified

Click Verify DNS to check if your DNS records have propagated. Click Show DNS to view the required records.

Troubleshooting

OAuth token expired

  • Click Refresh on the affected mailbox.
  • If refresh fails, disconnect and reconnect the account.

SMTP test connection fails

  • Verify the host, port, username, and password are correct.
  • Ensure port 587 (TLS) or 465 (SSL) is not blocked by your firewall.
  • Check if your email provider requires an “App Password” instead of your regular password.

Domain verification stuck on “Pending”

  • DNS propagation can take up to 48 hours.
  • Verify the DNS records are added correctly using a tool like dig or mxtoolbox.com.
  • Check for typos in the record values.
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