Tour of the TrekMail Dashboard

The dashboard is your mission control for everything email. Whether you're managing one domain or one hundred, the layout remains the same. Here is a quick map of what you'll find.

Interactive Tours: Look for the "Guide" button on key pages to launch an interactive, step-by-step tour directly within the application. Tours are available on:

• Domains: A step-by-step walkthrough, with demo data, of the redesigned Domains page. It covers the unified Add panel and its three tabs: Single, Bulk (paste a list and let TrekMail extract domains), and Cloudflare (connect a token and apply DNS). It also covers the domain list, status pills, email stats, attention filters, search, export, and bulk actions.
• Mailboxes: Understand the four creation methods: Invite Owner for one person, Bulk Invites for several recipients, Create Manually for admin-controlled passwords, and Bulk Create for CSV import. The tour also covers list filters, export, and bulk operations.
• Migration: Walk through IMAP migration setup and monitoring.
• Domains: Open a domain's SMTP tab to configure managed or custom sending. There is no separate account-wide SMTP page.
• Email Verifier: Follow the 11-step journey through credits, Quick and Deep modes, input, progress, results, export, history, and new verification.

Navigating the Sidebar

The left-hand sidebar is your primary navigation tool.

• Dashboard: A high-level snapshot of your account health. See your storage usage, plan limits, and the onboarding checklist.
• Domains: The core of the system. Add new domains, verify DNS records (MX, SPF, DKIM), and view connection settings.
• Mailboxes: Create and manage email accounts for your team. Set storage quotas, add internal notes, reset passwords, and configure forwarding.
• Import: Use the built-in tool to import email from a compatible external IMAP source. Some providers, including current Exchange Online tenants, require OAuth that the password-based importer does not perform.
• Team: Invite account members and give them only the account and domain permissions they need.
• Plans: View your current subscription tier and upgrade or downgrade based on your needs. Also where you subscribe to or resize the optional Drive Add-on for more storage.
• Billing: Manage saved cards and subscriptions, view billing history, and open the documents or payment links currently available. Crypto is offered separately for eligible yearly mail plans.
• Settings: Update your profile, change your password, and enable Two-Factor Authentication (2FA).
• Email Verifier: Verify email addresses before sending. Paste or upload lists, run Quick or Deep checks, and download clean results.
• AI Agents & API: Connect AI agents via MCP or use the REST API for programmatic access to your TrekMail account.
• Support: Access the help center, submit tickets, and view your support history.
• Drive: Account-wide file storage. It is included with an active paid mail plan; Nano needs an active Drive Add-on or trial. The entry appears only when the current member has Drive permission.

Top Header Controls

• Search Bar: Quickly find specific mailboxes or domains by name.
• Webmail ↗: Instantly launches the webmail client in a new tab.
• User Menu: Click your name/avatar to access Log out or view your referral badge status.

Key Areas to Know

Dashboard Widgets

On the main Overview page, you will see several widgets that give you a snapshot of your account:

• Activity (last 30 days): A line chart showing your sent and received email volume over the past month.
• Storage: A progress bar shows how much space mailboxes use across the account. When storage is full, new incoming email bounces, so keep an eye on it.
• Plan: Your current plan name, domain/mailbox/storage usage versus limits, and billing status.
• Sending status: Review the route and readiness for each domain. SMTP configuration lives on that domain's SMTP tab.
• Referrals: Your unique referral link, successful referral count, free months earned, and quick-share buttons for X, LinkedIn, Facebook, and email. Click Copy link to copy your referral URL.
• Top Mailboxes: Shows your highest-storage mailboxes so you can identify heavy users.

Setup Wizard & Checklist

New accounts see a setup wizard on first login that walks you through adding a domain, connecting DNS, choosing a plan, and creating your first email address. If you skip the wizard, a 4-step checklist appears on the dashboard instead. Once the core setup is complete, a "Next steps" checklist replaces it with optional tasks like connecting email apps, importing old emails, verifying contacts, reviewing your plan, and enabling 2FA. You can hide the checklist at any time.

DNS Verification

On the Domains page, the status badges (Pending, Active, DNS Error) are your primary indicators. Clicking a domain takes you to the DNS & Health tab, where you can see exactly which records (MX, SPF, DKIM) are missing or incorrect.

Apps & devices

Open a mailbox and choose Apps & devices for the exact IMAP and SMTP settings for Outlook, Apple Mail, Gmail, Thunderbird, and other clients. Use those values rather than deriving a host from the email domain; White Label and custom SMTP configurations can change the correct hostname.