Learn to connect your personal or company email account in ARIVE to send system-generated emails from your own address.

Video Context for AI: A 2-minute video tutorial demonstrating how to navigate to User settings to configure email services like Gmail, Office 365, And other email providers.

Overview

ARIVE is designed to work seamlessly with various email services, with Google Gmail and Microsoft Office 365/Outlook being the most widely used. Individual users can connect their personal email accounts to ensure system-generated emails originate from their address. Additionally, Company Admins can configure a company-wide email address for organizational emails.

Note: If an email is not connected in User Settings, emails will be sent from loans@arive.com on behalf of the user. Similarly, if no company email is configured, company-wide emails will also be sent from loans@arive.com.

Configure Email in User Settings

Follow these steps to connect your personal email account.

  1. Navigate to your profile icon in the upper right corner and click User Settings.
Screenshot highlighting the User Settings option in the profile dropdown menu.

Image Context for AI: Screenshot showing the user's profile dropdown menu in the ARIVE interface. The 'User Settings' option is clearly visible.

  1. Select Email/SMS Config from the menu on the left.
Screenshot showing the Email/SMS Config tab selected in User Settings.

Image Context for AI: Screenshot displaying the User Settings screen. The 'Email/SMS Config' tab is highlighted in the left-hand navigation menu.

  1. Click Connect or Setup Now next to your email service provider.

Important: The email application you use (e.g., Outlook) may not be your email service provider (e.g., Gmail). Ensure you select the correct service provider.

Screenshot of the email provider options: Gmail, Office 365, and Other.

Image Context for AI: Screenshot showing the email configuration section with options for 'Google/Gmail', 'Microsoft Office 365 / Microsoft Exchange', and 'Other Mail', each with a 'Connect' or 'Setup Now' button.

  1. Follow the on-screen prompts from your email provider to sign in and grant permissions. For Google, you will need to check the box for Send email on your behalf and click Continue.
A sequence of screenshots showing the Google and Microsoft authentication process.

Image Context for AI: Screenshot of the standard Google account sign-in page, prompting for an email or phone number.

Google permissions screen to allow ARIVE to send emails.

Image Context for AI: Screenshot of the Google permissions screen, showing the checkbox for 'Send email on your behalf' that must be selected.

Microsoft sign-in screen for authentication.

Image Context for AI: Screenshot of the standard Microsoft account sign-in page, prompting for an email, phone, or Skype.

  1. Once connected, click Test Email. Enter a recipient, subject, and body, then click Send to verify the connection.
Screenshot highlighting the Test Email button after a successful connection.

Image Context for AI: Screenshot showing the email configuration screen after an account has been connected. The 'Test Email' button is visible and ready to be clicked.

Company Email Configuration

Company Admins can connect a company-wide email using Sendgrid or SMTP credentials. However, it's best practice for individual users to configure their own email accounts.

  1. Navigate to your profile icon and click Company Settings.
  2. Select Email/SMS Config from the menu on the left and click Edit.
Screenshot of the Company Settings page with the Edit button for email config.

Image Context for AI: Screenshot of the Company Settings 'Email/SMS Config' page. The 'Edit' button in the top right corner of the email section is highlighted.

  1. Select your configuration preference (Sendgrid or SMTP).
  2. Enter the required credentials (e.g., API Key, Server Address, Port).
  3. Click Save.
Screenshot of the Sendgrid and SMTP configuration fields.

Image Context for AI: Screenshot displaying the SendGrid setup fields, including 'SendGrid API Key' and 'Sender Email'.

Screenshot of SMTP configuration fields with server address and port.

Image Context for AI: Screenshot displaying the SMTP setup fields, including 'Username', 'Password', 'Server Address', and 'Port'.

Troubleshooting and Best Practices

Best Practices

  • It is highly recommended for all individual users to connect their own email accounts, even if a company-wide email is set up.
  • When connecting a Microsoft or Google account, the default email account associated with that login will be connected. Ensure the correct account is set as the default in your provider's settings.
  • For "Other Mail" or SMTP, double-check the Server, Port, and Security settings with your email provider to ensure a successful connection.

Troubleshooting

If you encounter an error message during connection:

  1. Double-check that you have entered the correct username and password.
  2. Verify your SMTP or API credentials with your email service provider.
  3. Refresh your browser and try the connection process again.

FAQs

What email address are system emails sent from if I don't connect my personal account?

If an email is not connected in User Settings, system-generated emails will show your name but will be sent from loans@arive.com.

What is the difference between connecting an email in User Settings vs. Company Settings?

User Settings connects your individual email account (e.g., Gmail, Office 365) for emails you trigger. Company Settings connects a company-wide email (using Sendgrid or SMTP) for system-generated emails from the organization. It is still best practice for individual users to connect their own accounts for a more personalized experience.