Personal Sender Email

How it works

• Each user must configure a personal Sender Email in their profile (e.g. lisa@yourcompany.com)
• This email is used as the "From" address for all outbound emails sent by that user
• Without a sender email configured, the user cannot send emails — the compose button is disabled and an error message is shown
• This applies everywhere: email replies, compose sheets, and test emails from settings

Setup per team member

1. Click on your profile avatar (top-right) → Edit Profile
2. Fill in the Sender Email field with your personal email address (e.g. you@yourcompany.com)
3. Click Save

Important: The sender email must be verified in SendGrid. If your organization uses Domain Authentication (recommended), all addresses on that domain are automatically verified. If you use Single Sender Verification, each user's email must be verified individually in SendGrid.

Domain Authentication (recommended)

With Domain Authentication, any email address on your verified domain can be used as a sender. This is the easiest way to let your whole team send from their own addresses:

1. In SendGrid Dashboard → Settings → Sender Authentication → Domain Authentication
2. Follow the DNS setup instructions (add CNAME records)
3. Once verified, all @yourcompany.com addresses work automatically — no per-user verification needed

What if a user doesn't have a sender email set?

• The Email Compose sheet shows a red warning: "Set your sender email in profile settings before sending emails."
• The Send button is disabled
• Attempting to send from the conversation view shows an error snackbar
• The backend also enforces this — even if bypassed in the UI, the edge function rejects the request

Per-User Email Forwarding

Each team member can forward their incoming emails to Nero individually — no Google Workspace Admin access required. Nero automatically detects which user the email belongs to.

How it works

Once your admin has completed the inbound domain setup (Step 5), each user gets a personal forwarding address derived from their sender email:

The forwarding address is shown automatically in Edit Profile, below the Sender Email field.

Setup per team member (Gmail)

1. Open Gmail → Settings (gear icon) → See all settings → Forwarding and POP/IMAP
2. Click Add a forwarding address
3. Enter your personal forwarding address (e.g. dylan@nero.yourcompany.com)
4. Gmail sends a confirmation email — check your Nero inbox or ask your admin to confirm the code
5. Once confirmed, select Forward a copy of incoming mail to and choose your Nero address
6. Choose Keep Gmail's copy in the Inbox (recommended) so you still receive emails in Gmail

Setup per team member (Outlook)

1. Open Outlook → Settings → Mail → Forwarding
2. Check Enable forwarding
3. Enter your personal forwarding address (e.g. dylan@nero.yourcompany.com)
4. Check Keep a copy of forwarded messages (recommended)
5. Click Save

What happens when an email arrives

1. A client sends an email to dylan@yourcompany.com
2. Dylan's email client forwards a copy to dylan@nero.yourcompany.com
3. SendGrid Inbound Parse sends it to Nero
4. Nero matches the domain (nero.yourcompany.com) to your organization
5. Nero matches the local part (dylan) to Dylan's sender email
6. The message is created and linked to Dylan, then AI triage runs automatically

Note: If the local part doesn't match any user (e.g. a generic support@nero.yourcompany.com), Nero still accepts the email and routes it to the organization — it just won't be linked to a specific user.