---
title: "Courier Configurator overview"
slug: "courier-configurator-overview"
updated: 2026-10-09T16:35:38Z
published: 2026-10-09T16:35:38Z
canonical: "help.quickbase.com/courier-configurator-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Courier Configurator overview

## What is the Courier Configurator?

*Available to: all roles, when your company has the QB Courier extension.*

The Courier Configurator is where you set up and manage the emails QB Courier sends from your Quickbase apps. You open it from the Extensions Portal. Anyone who can see the **QB Courier** tile in **Browse Extensions** can open and use it.

It has three sections:

| Section | What you do there |
| --- | --- |
| **Courier Configurations** | Create, edit, duplicate, and test the configurations that tell Courier what to send, to whom, and when. Run On Demand configurations and see each configuration's activity. |
| **Mail Servers** | Optional. Add your own mail server (SMTP, Gmail, or Office 365), so emails come from your own address instead of Courier's shared sender. |
| **Email Message Subtables** | Create reusable tables of related records that you can add to any Courier email. |

To learn how Courier processes and sends emails, see [Overview of QB Courier](/quickbase-extensions/docs/courier-for-quick-base-overview).

## Open the Courier Configurator

1. Sign in to the [Extensions Portal](/quickbase-extensions/docs/juiced-cloud-overview) and select your company.
2. Open the **QB Courier** extension's page: select its tile in **Browse Extensions**, or select **Open** next to it on **My Extensions**.
3. At the top of the page, select one of the three buttons. Each opens the configurator at a different section:

| Button | Opens | Also shows |
| --- | --- | --- |
| **Configurations** | Courier Configurations | How many configurations you have of each kind: **Scheduled**, **On Demand**, and **Trigger** |
| **Mail Servers** | Mail Server List | The total number of mail servers |
| **Email Message SubTables** | Email Subtable list | The total number of subtables |

The configurator opens in a window inside the portal. See also [Extension tiles and pages](/quickbase-extensions/docs/add-on-tile-info#extension-specific-panels).

## Move between sections

- The configurator has no side menu. Use the buttons at the top of each list:
  - **Courier Configurations** list: **Mail Servers** and **Email Message Subtables**.
  - **Mail Server List**: **Courier Configurations** and **Email Message Subtables**.
  - **Email Subtable** list: **Courier Configurations** and **Mail Servers**.
- If you leave the Configuration, Email Options, Email Message, or Email Attachments tab with unsaved changes, your browser asks *Discard changes?* Select **Cancel** to stay on the tab and save your work.

## Close the Courier Configurator

- Select the **X** at the top right of the window. Clicking outside the window or pressing **Esc** doesn't close it.
- When you open it again, it starts fresh at the section you choose. Save your changes before you close it.

## If the configurator doesn't open

The portal shows one of these messages:

- *We were unable to determine which company you are working with.* Select your company from the **COMPANY** dropdown at the top of the portal, then try again.
- *Invalid response from server.*, *Unable to send token to Courier app.*, or *There was a problem showing the Courier configurations.* Close the window and select the button again.

If a list is empty when you expect items in it, close the window and open it again. If the problem continues, open a [Quickbase technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support).

## What's in this section

- [Courier Configurations list](/quickbase-extensions/docs/courier-configurator-configurations-list): search, filter, duplicate, Execute Now, and authorize new apps.
- [Create or edit a configuration](/quickbase-extensions/docs/create-or-edit-a-configuration): the six tabs, and View Limits.
- [Configuration activities](/quickbase-extensions/docs/courier-configurator-configuration-activities): run history, Processing Details, and resending triggered emails.
- [Mail servers](/quickbase-extensions/docs/courier-configurator-mail-servers): send from your own mail server, including Gmail and Office 365.
- [Email Message Subtables](/quickbase-extensions/docs/courier-configurator-email-message-subtables): reusable tables of related records.