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Patient Copilot Help Center

New Agency-Level Control for Email SMTP Services

Overview We’ve introduced a new agency-level setting that gives you centralized control over Email Services across all your sub-accounts. This update improves governance, simplifies management, and makes email configuration easier to find and oversee from one place. ## What’s New A new toggle has been added under: Agency View → Settings → Email Services → Advanced Settings This toggle controls whether the “Add Email Service” button is visible and available within sub-accounts. Agencies can now enable or disable access to Email Services for sub-accounts directly from this centralized setting — no need to manage it account by account.!(https://assets.patientcopilot.ai/d8d58b516a87e9bd.png) ##!(https://assets.patientcopilot.ai/8b090da74699476f.png)**How It Works** ### For New Agencies - The Email Services control toggle is enabled by default

  • The “Add Services” button will be hidden in sub-accounts
  • Sub-account access to Email Services is governed entirely by the agency-level setting ### For Existing Agencies - The Email Services control toggle is disabled by default
  • The “Add Services” button remains visible in sub-accounts, preserving your current workflow
  • No disruption to any sub-accounts already using Email Services > No action is required for existing sub-accounts that are already set up with Email Services. Their configurations will continue to work as expected. ## Managing Email Services for a Specific Sub-Account If you want to enable or disable the “Add Email Service” button for an individual sub-account rather than applying the setting globally, you can do so at the sub-account level: 1. Go to Agency View → Sub-Accounts
  1. Select the sub-account you want to configure
  2. Navigate to Advanced Settings → Disable the “Add Email Service” button in the sub-account Email Service Settings
  3. Toggle the setting on or off based on your preference for that sub-account ##!(https://assets.patientcopilot.ai/69d9c2f129d0c7df.png) This allows you to fine-tune access for specific sub-accounts, overriding the global agency-level setting where needed. ## Key Benefits Centralized Governance: Manage Email Services availability across all sub-accounts from a single agency-level toggle, rather than handling it individually per account. Better Discoverability:All email-related controls are now organized under Email Services in Agency Settings, making it easier to find and manage configurations in one place. Flexible Overrides — Sub-accounts can still respect and, where applicable, override the agency-level configuration to accommodate unique needs. ## Frequently Asked Questions Will this affect my existing sub-accounts that are already using Email Services? No. Existing sub-accounts with Email Services already configured are not affected. This change only governs the visibility of the “Add Services” button going forward. I’m an existing agency. Do I need to do anything? No action is required. The toggle defaults to disabled for existing agencies, so your current setup remains unchanged. Can sub-accounts still manage their own Email Services settings? Yes. Sub-accounts can still respect and override the agency-level configuration where applicable. Where do I find this new setting? Navigate to Agency View → Settings → Email Services → Advanced Settings to find the new toggle.