Setting your Outlook Account on Praxsuite mailing

Learn how to configure a mailing account in Praxsuite by connecting providers like Microsoft Outlook or SendGrid. Follow a step-by-step guide to enable email sending, manage providers, and set a primary mailing account for your workspace.

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Praxsuite allows you to connect a mailing provider to your Workspace so you can send emails directly from the platform. This is the first step required before using email-based workflows, alerts, or outbound communication features.

This guide explains how to configure a mailing account in Praxsuite using the Mailing Engine settings.

Step 1: Open Workspace Settings

From the main Workspace view, open Settings from the left navigation menu.

This will take you to the Workspace Settings page, where administrative and integration options are managed.

Step 2: Go to the Mailing Engine tab

Inside Workspace Settings, click the Mailing Engine tab.

This section is where Praxsuite manages connected email providers and sender configurations.

You will see the available providers listed on the left side. In this example, the available options include:

• SendGrid

• Microsoft

In this Documentation we will cover the Microsoft Outlook Account setup

Step 3: Select Microsoft as your Mailing Provider

Praxsuite will display the provider configuration panel on the right side. This panel includes:

• Sender name

• Mail label

• Linked emails

• Operational state

• Provider-specific connection options

At this stage, the provider will appear as Not configured until the connection is completed.

Step 4: Review the sender configuration

Before connecting the provider, review the sender configuration fields.

Typical fields include:

• Sender name

  The display name that will represent the sender inside Praxsuite.

• Mail label

  An internal label to identify the mailbox or purpose of the provider.

For Microsoft, the linked email will appear after the OAuth linking process is completed.

Step 5: Start the connection process

In this step, the user begins the authorization or connection flow required to validate the mailbox.

Step 6: Complete the provider authorization

If you are connecting Microsoft Outlook, Praxsuite will redirect you to the Microsoft authorization flow.

During this process, you may see:

• An account picker screen to choose which Microsoft account to connect

  

• A permissions screen requesting authorization for Praxsuite Mailing

You must approve the requested permissions so Praxsuite can use the account for outbound email operations.

Typical permissions may include:

• Maintaining access to the account

• Viewing basic profile information

• Sending mail on your behalf

Once accepted, the authorization flow returns to Praxsuite.

Step 7: Confirm the linked account in Praxsuite

After the authorization is completed, return to the Mailing Engine section.

The provider should now display updated information such as:

• Configured or Primary status

• The linked email address

• Last connected timestamp

• Last validated timestamp

• Operational usage status

At this point, the mailbox is successfully connected to the Workspace.

Step 8: Set the provider as primary (if needed)

If the provider is configured but not yet the primary sender, click Set as primary.

Praxsuite will show a confirmation dialog asking whether you want to make this provider the primary email account for the Workspace.

Confirm the action to proceed.

Once completed, the provider will be marked as the active primary mailing account.

Step 9: Save the configuration

If any editable fields were modified, click Save to persist the configuration.

This ensures the sender settings and provider configuration remain available for future use.

Key things to remember

• Mailing providers are configured from Workspace Settings > Mailing Engine

• A provider must be connected and validated before it can be used

• Microsoft uses an OAuth authorization flow

• The provider can be marked as primary for exports, alerts, and outbound email usage