VX Terminal Help

Email

Connect Email so the terminal can send invitations and set-password links. Use your own SMTP server, or a Postmark or SendGrid account. Email connects once for the whole company. Without it, invitation links are shown on screen once for you to pass on.

What it lights up #

Choose how mail leaves #

Set Send with to smtp, postmark or sendgrid. The form shows only the fields for that choice. Then fill in From address (required) and From name (optional).

SMTP (your own mail server) #

  1. Create a dedicated mailbox, or an app password, for VX Terminal. Don't use a person's own login.
  2. Enter the SMTP server name only, like smtp.yourcompany.com (no https:// and no port).
  3. Port 587 with Security starttls (most servers), or 465 with tls. Ports 25 and 2525 are also accepted. Unencrypted SMTP is not offered.
  4. Enter the Username (usually the mailbox address) and Password.

Provider notes:

Postmark #

  1. In Postmark open Servers, choose your server, then the API Tokens tab, and copy a Server API token. Not the account token.
  2. Make the From address a confirmed Sender Signature, or verify its whole domain. Postmark won't send from free-mail addresses such as Gmail.
  3. Paste the token into Postmark server token.

SendGrid #

  1. In SendGrid open Settings → API Keys → Create API Key. Choose Custom Access (older screens call it Restricted Access) and set Mail Send to Full Access. Copy the key; it is shown once and usually starts with SG..
  2. Verify the From address or its domain under Settings → Sender Authentication. Single Sender verification is fine for a trial; use Domain Authentication for real use.
  3. Paste the key into SendGrid API key.

Save and test #

Press Test, then Save. Test signs in and sends nothing.

How Test works #

For SMTP, Test connects, encrypts, signs in and quits. For Postmark it reads the server ("Connected to the Postmark server …"). For SendGrid it reads the key's permissions ("The SendGrid key works and has Mail Send permission. No mail was sent."). No mail is sent.

Common errors #

MessageFix
"Enter the From address first."Fill in From address.
"Enter the SMTP server, username and password first."Fill in all three.
"SMTP server must be just the server's name, like smtp.example.com (no https:// and no port)"Remove https:// and the port.
"… rejected the username or password (SMTP …)."Check the username and password, or create an app password.
"Couldn't set up an encrypted connection to … on port …"Use 587 with starttls or 465 with tls, and check the server's certificate.
"… doesn't offer a sign-in method this terminal supports (PLAIN or LOGIN) over …."Turn on password sign-in (SMTP AUTH) for the mailbox, or use Postmark or SendGrid.
"Couldn't connect to … on port …."Check the server name and port, and that the server accepts outside connections.
"Postmark rejected the token. Use a Server API token (the server's API Tokens tab), not the account token."Copy a Server API token.
"SendGrid rejected the API key. Check you pasted all of it and that it hasn't been deleted."Copy the key again or create a new one.
"The SendGrid key works but can't send mail. Give it the Mail Send permission (Custom Access → Mail Send → Full Access)."Edit the key in SendGrid: Custom Access, Mail Send set to Full Access.

If Test passes but invitations fail, check the From address is verified with Postmark or SendGrid.

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