--- title: How to Set Up a Company Email Address for Sending Rosters description: Learn how to set up a company email address and sender name for sending Site Rosters and Personnel Rosters by email. --- [Skip to content](https://help.cerely.com/how-to-set-up-a-company-email-address-for-sending-rosters#main-content) ![Cerely Logo\_Landscape-4C](https://help.cerely.com/hs-fs/hubfs/Images/Cerely%20Logo_Landscape-4C.png?width=160&height=41&name=Cerely%20Logo_Landscape-4C.png) Open main navigation Close main navigation - [Contact us](https://cerely.com/contact/) [Contact us](https://cerely.com/contact/?hsLang=en-au) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.cerely.com/?hsLang=en-au) 2. [System Setup](https://help.cerely.com/system-setup?hsLang=en-au) 3. [Organisation Settings](https://help.cerely.com/system-setup?hsLang=en-au#organisation-settings) # How to Set Up a Company Email Address for Sending Rosters ## This guide explains how to set up the company email address that will be used by the system when sending Site Rosters and Personnel Rosters by email. If you manage multiple companies, you can also choose to use the same email address across all companies using the Company Defaults option.  **Step 1 – Open Setup** 1. Log in to the system. 2. Navigate to your **name** in the top-right corner of the screen. 3. Click **Setup**. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-07-2026-11-56-29-9502-PM.png?width=2876&height=1348&name=image-png-Oct-07-2026-11-56-29-9502-PM.png)  **Step 2 – Select the Company** From the **Setup** screen: 1. Locate **Organisation Settings**. 2. Find the company you want to configure. 3. Click on the **Company Name**. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-07-2026-11-59-39-8753-PM.png?width=2876&height=1348&name=image-png-Oct-07-2026-11-59-39-8753-PM.png)  **Step 3 – Open Roster Settings** From the company settings: 1. Use the left-hand menu. 2. Click **Roster Settings**.   ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-02-37-6151-AM.png?width=2870&height=1348&name=image-png-Oct-08-2026-12-02-37-6151-AM.png)  **Step 4 – Add the Company Email Address** The **Roster Settings** screen allows you to configure the email address that the system will use when sending rosters. The email address configured here will be used when sending: - Site Rosters - Personnel Rosters To add or change the email address: 1. Click **Edit**. 2. Locate the **Default Email** field. 3. Enter the company email address you want rosters to be sent from. For example: **Default Email:** `rosters@abcsecurity.com.au` ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-03-28-1417-AM.png?width=2874&height=1358&name=image-png-Oct-08-2026-12-03-28-1417-AM.png)  **Step 5 – Add the Sender Name** You can also specify the name that contacts will see when they receive a roster email. 1. In the **Sender Name** field, enter the name you want displayed to recipients. 2. We recommend using a clear name that identifies the purpose of the email. For example: **Sender Name:** `Rosters | ABC Security` When a contact receives a roster email, the system will use the configured **Sender Name** together with the company email address. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-04-26-7311-AM.png?width=2880&height=1356&name=image-png-Oct-08-2026-12-04-26-7311-AM.png)  **Step 6 – Review the Email Details** Once you have entered the email address and sender name, the system will display the configured details for review. Check that: - The email address is correct. - The sender name is correct. - The email address is the company email address you want to use for sending rosters (to Sites & Personnel). ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-05-31-8263-AM.png?width=2878&height=1348&name=image-png-Oct-08-2026-12-05-31-8263-AM.png)  **Company Defaults - This is optional** If you manage multiple companies and want to use the **same email address for sending rosters across all companies**, you can use the **Company Defaults** option. If each company needs to use a different email address, you can skip this section and simply save the settings for the individual company. **Go to Step 9**  **Step 7 – Apply the Email Address to All Companies** To use the same email address across all companies: 1. Locate the **Company Defaults** section. 2. Click **Set as Default for All Companies**. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-07-47-2793-AM.png?width=2874&height=1350&name=image-png-Oct-08-2026-12-07-47-2793-AM.png)  **Step 8 – Confirm the Company Default** After clicking **Set as Default for All Companies**, the system will display a confirmation popup: **"Set as default for all companies?"** Review the confirmation message. If you want all companies to use the same email address: 1. Click **Confirm**. 2. The system will automatically update the roster email settings for each company. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-08-33-5854-AM.png?width=2870&height=1352&name=image-png-Oct-08-2026-12-08-33-5854-AM.png)   **Important:** This option will apply the email address to all companies. If you do not want to change the email address for other companies, do not use this option.   **Step 9 – Save the Settings** Once you have finished configuring the email address and sender name: 1. Review the settings one final time. 2. Click **Save**. The roster email settings will now be saved. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-08-2026-12-10-31-8705-AM.png?width=2876&height=1350&name=image-png-Oct-08-2026-12-10-31-8705-AM.png)  **Setup Complete** The company email address is now configured for roster emails. When the system sends **Site Rosters** or **Personnel Rosters** by email, it will use the configured company email address and **Sender Name**. Example **Sender Name:** Rosters | ABC Security **Email Address:** [rosters@abcsecurity.com.au](mailto:rosters@abcsecurity.com.au) Contacts receiving the roster will be able to identify that the email has been sent by the company's roster email address. - [System Setup](https://help.cerely.com/system-setup?hsLang=en-au#main-content) - [Personal Settings](https://help.cerely.com/system-setup?hsLang=en-au#personal-settings) - [Users & Permissions](https://help.cerely.com/system-setup?hsLang=en-au#users-permissions) - [Organisation Settings](https://help.cerely.com/system-setup?hsLang=en-au#organisation-settings) - [Configuration System](https://help.cerely.com/system-setup?hsLang=en-au#configuration-system) - [Reports Setup](https://help.cerely.com/system-setup?hsLang=en-au#reports-setup) - [Client Management](https://help.cerely.com/client-management?hsLang=en-au) - [Site Management](https://help.cerely.com/site-management?hsLang=en-au#main-content) - [Site Profile](https://help.cerely.com/site-management?hsLang=en-au#site-profile) - [Contacts](https://help.cerely.com/contacts?hsLang=en-au) - [Personnel Management](https://help.cerely.com/personnel-management?hsLang=en-au) - [Task Manager](https://help.cerely.com/task-manager?hsLang=en-au) - [Rostering](https://help.cerely.com/rostering?hsLang=en-au#main-content) - [Site Rosters](https://help.cerely.com/rostering?hsLang=en-au#site-rosters) - [Accounts](https://help.cerely.com/accounts?hsLang=en-au#main-content) - [Xero](https://help.cerely.com/accounts?hsLang=en-au#xero) - [MYOB](https://help.cerely.com/accounts?hsLang=en-au#myob) - [Troubleshooting & FAQ's](https://help.cerely.com/troubleshooting-faqs?hsLang=en-au) - [Cerely Personnel Mobile App](https://help.cerely.com/cerely-personnel-mobile-app?hsLang=en-au) [![](https://help.cerely.com/hs-fs/hubfs/Images/Cerely%20Logo_Landscape-4C-1.png?width=125&height=32&name=Cerely%20Logo_Landscape-4C-1.png)](http://cerely.com?hsLang=en-au)