Collect the provider host, ports, SSL posture, and any account-specific credential notes before you open the add-account screen. The goal is to validate ownership and connectivity once, not to bounce between edit and retry screens.
Confirm the mailbox belongs to the workspace you are currently operating in.
Know whether the provider still supports app passwords or basic auth for that mailbox.
Plan your initial send window so business-hours rules match the mailbox owner's expectations.
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After the account is live
Open the workspace dashboard and activity views immediately after the first mailbox is saved. Those surfaces now show queued and failed work, which should be your first stop before escalating an issue to support.
Check for early auth or health failures.
Review the workspace's current mailbox limit before inviting more operators to add accounts.
If a launch blocker appears, use the support request flow from inside the workspace so the ticket includes workspace context.