Settings · Article 2 of 5
Email and communication settings
Navigator's email and communication settings control how outgoing messages are sent and how incoming emails are handled. These are account-wide — they apply to all team members.
Where to find these settings
Most are in Settings → Content & signatures. A few behaviour-related settings may appear in a general settings or automations area.
Sender email address
All outgoing emails — invoice approval requests, statements, login codes, and anything composed manually — are sent from the sender email configured in settings.
This is not your personal email. It's a shared address representing your organisation. To update, go to Settings → Content & signatures. Changes affect all outgoing emails immediately.
The sender address must be a verified email domain — there may be verification steps required.
Sender phone number
Used for SMS messages sent from Navigator. The number recipients see when they receive a text from your account. Configure in Settings → Content & signatures.
Email signature
Appended automatically to all outgoing emails from Navigator. Typically includes your organisation's name, contact details, and standard footer text.
- Go to Settings → Content & signatures.
- Find the Email signature section.
- Edit in the rich text editor.
- Save.
The signature also appears on the service agreement document as the closing block. Updating it updates both.
Archive emails with tasks
When enabled, automatically archives the source email whenever a task is created from it. Keeps the inbox tidy.
Applies to tasks created both manually and by automations.
Create email task
When enabled, Navigator automatically creates a task for every incoming email meeting the relevant conditions. Useful if your workflow is task-driven.
Use with care: on high-volume accounts, this creates a lot of tasks. Consider using automations with more specific conditions instead.
Budget alerts
When enabled, generates alerts when a customer's budget spend reaches 50%, 80%, and 90% of their allocated budget. Creates tasks for your team to review.
If disabled, no budget threshold alerts are generated.
Budget alert notifications
When enabled alongside budget alerts, sends notification emails directly to the customer and contacts when a threshold is reached.
If you prefer to manage budget communications manually, leave disabled and use the budget alert tasks.
Summary of settings
| Setting | What it controls |
|---|---|
| Sender email | From address on all outgoing emails |
| Sender phone | Number for outgoing SMS |
| Email signature | Footer on all outgoing emails and service agreement |
| Archive emails with tasks | Auto-archives source emails when a task is created |
| Create email task | Auto-creates a task for every incoming email |
| Budget alerts | Enables threshold alerts at 50/80/90% |
| Budget alert notifications | Sends threshold emails to customers and contacts |