How to send proposal invites from personal email server

Summary:

This article explains how to customize the default sender email address used in OpenSolar communications. By default, emails are sent from hello@opensolar.com, but Pro Admins can configure a custom email (e.g., their company domain) using SMTP settings. 

 Important: The password entered for the custom email account will be visible to all Admins on your OpenSolar account. Proceed accordingly with a secure email account and use app passwords when applicable.

How to Update the Email Sender Address

To update the sender email, you'll need to configure your SMTP settings within OpenSolar.

1. Navigate to:
   Control > Company > Settings > Email Settings

2. Enter your SMTP settings in JSON format.

Required Fields:

Host: The SMTP server address (e.g., smtp.gmail.com)

Port: The SMTP port (must be a number)

Username: Your full email address

Password: Your email password (as required by your provider)

Note: username must be a full email address. Port should be a number.

Provider-Specific SMTP Settings:

Below are the recommended SMTP configurations for commonly used email providers:

 Gmail / Google Workspace

• Host: smtp.gmail.com

• Port: 587 

• Username: Your full Gmail address

• Password: Use a 16-digit App Password

 2-Step Verification is required.
You can generate an App Password here:
https://myaccount.google.com/apppasswords

Update: As of 14-March-2025, Google has removed access permissions to less secure apps. 2 step verification is required for your Google account in order to use App Passwords.

For Microsoft Outlook 365

host: smtp.office365.com
port: 587
 

For accounts without 2FA:

• Use your standard account password.

For accounts with 2FA:

• Use a 16-digit App Password.

• Generate it here:
  https://account.live.com/proofs/Manage/additional

Important:

• Microsoft may block emails from accounts that do not use 2FA.

• Some organizations must enable App Password access via account admin controls.

For Hotmail

host: smtp.live.com
port: 465 (SSL) or 587 (TLS)
 

For Yahoo

host: smtp.mail.yahoo.com
port: 465 (SSL) or 587 (TLS)