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## Summary Completes the migration of all documentation from twenty-website to a new Mintlify-powered documentation site at docs.twenty.com. ## Changes Made ### New Package: `twenty-docs` - ✅ Created new Mintlify documentation package - ✅ Migrated 95 content pages (user-guide, developers, twenty-ui) - ✅ Migrated 81 images - ✅ Converted all custom components to Mintlify native components - ✅ Configured navigation with 2 tabs and 94 pages - ✅ Added Helper AI Agent with searchArticles tool for docs search ### Updated: `twenty-website` - ✅ Added 11 redirect rules (301 permanent) in next.config.js - ✅ Removed all documentation content (111 files) - ✅ Removed documentation routes (user-guide, developers, twenty-ui) - ✅ Removed documentation components (9 files) - ✅ Updated keystatic.config.ts - ✅ Preserved all marketing/release pages ### Updated: Core Files - ✅ Updated README.md - docs links point to docs.twenty.com - ✅ Updated CONTRIBUTING.md - code quality link updated - ✅ Updated SupportDropdown.tsx - user guide link updated - ✅ Updated Footer.tsx - user guide link updated
242 lines
9.2 KiB
Plaintext
242 lines
9.2 KiB
Plaintext
---
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title: Setup
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image: /images/user-guide/table-views/table.png
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---
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<Frame>
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<img src="/images/user-guide/table-views/table.png" alt="Header" />
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</Frame>
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import OptionTable from '@site/src/theme/OptionTable'
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# Configuration Management
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<Warning>
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**First time installing?** Follow the [Docker Compose installation guide](https://docs.twenty.com/developers/self-hosting/docker-compose) to get Twenty running, then return here for configuration.
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</Warning>
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Twenty offers **two configuration modes** to suit different deployment needs:
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**Admin panel access:** Only users with admin privileges (`canAccessFullAdminPanel: true`) can access the configuration interface.
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## 1. Admin Panel Configuration (Default)
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```bash
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IS_CONFIG_VARIABLES_IN_DB_ENABLED=true # default
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```
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**Most configuration happens through the UI** after installation:
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1. Access your Twenty instance (usually `http://localhost:3000`)
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2. Go to **Settings / Admin Panel / Configuration Variables**
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3. Configure integrations, email, storage, and more
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4. Changes take effect immediately (within 15 seconds for multi-container deployments)
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<Warning>
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**Multi-Container Deployments:** When using database configuration (`IS_CONFIG_VARIABLES_IN_DB_ENABLED=true`), both server and worker containers read from the same database. Admin panel changes affect both automatically, eliminating the need to duplicate environment variables between containers (except for infrastructure variables).
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</Warning>
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**What you can configure through the admin panel:**
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- **Authentication** - Google/Microsoft OAuth, password settings
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- **Email** - SMTP settings, templates, verification
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- **Storage** - S3 configuration, local storage paths
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- **Integrations** - Gmail, Google Calendar, Microsoft services
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- **Workflow & Rate Limiting** - Execution limits, API throttling
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- **And much more...**
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<Warning>
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Each variable is documented with descriptions in your admin panel at **Settings → Admin Panel → Configuration Variables**.
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Some infrastructure settings like database connections (`PG_DATABASE_URL`), server URLs (`SERVER_URL`), and app secrets (`APP_SECRET`) can only be configured via `.env` file.
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[Complete technical reference →](https://github.com/twentyhq/twenty/blob/main/packages/twenty-server/src/engine/core-modules/twenty-config/config-variables.ts)
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</Warning>
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## 2. Environment-Only Configuration
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```bash
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IS_CONFIG_VARIABLES_IN_DB_ENABLED=false
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```
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**All configuration managed through `.env` files:**
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1. Set `IS_CONFIG_VARIABLES_IN_DB_ENABLED=false` in your `.env` file
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2. Add all configuration variables to your `.env` file
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3. Restart containers for changes to take effect
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4. Admin panel will show current values but cannot modify them
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## Gmail & Google Calendar Integration
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### Create Google Cloud Project
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1. Go to [Google Cloud Console](https://console.cloud.google.com/)
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2. Create a new project or select existing one
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3. Enable these APIs:
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- [Gmail API](https://console.cloud.google.com/apis/library/gmail.googleapis.com)
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- [Google Calendar API](https://console.cloud.google.com/apis/library/calendar-json.googleapis.com)
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- [People API](https://console.cloud.google.com/apis/library/people.googleapis.com)
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### Configure OAuth
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1. Go to [Credentials](https://console.cloud.google.com/apis/credentials)
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2. Create OAuth 2.0 Client ID
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3. Add these redirect URIs:
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- `https://<your-domain>/auth/google/redirect` (for SSO)
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- `https://<your-domain>/auth/google-apis/get-access-token` (for integrations)
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### Configure in Twenty
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1. Go to **Settings → Admin Panel → Configuration Variables**
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2. Find the **Google Auth** section
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3. Set these variables:
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- `MESSAGING_PROVIDER_GMAIL_ENABLED=true`
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- `CALENDAR_PROVIDER_GOOGLE_ENABLED=true`
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- `AUTH_GOOGLE_CLIENT_ID=<client-id>`
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- `AUTH_GOOGLE_CLIENT_SECRET=<client-secret>`
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- `AUTH_GOOGLE_CALLBACK_URL=https://<your-domain>/auth/google/redirect`
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- `AUTH_GOOGLE_APIS_CALLBACK_URL=https://<your-domain>/auth/google-apis/get-access-token`
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<Warning>
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**Environment-only mode:** If you set `IS_CONFIG_VARIABLES_IN_DB_ENABLED=false`, add these variables to your `.env` file instead.
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</Warning>
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**Required scopes** (automatically configured):
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[See relevant source code](https://github.com/twentyhq/twenty/blob/main/packages/twenty-server/src/engine/core-modules/auth/utils/get-google-apis-oauth-scopes.ts#L4-L10)
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- `https://www.googleapis.com/auth/calendar.events`
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- `https://www.googleapis.com/auth/gmail.readonly`
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- `https://www.googleapis.com/auth/profile.emails.read`
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### If your app is in test mode
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If your app is in test mode, you will need to add test users to your project.
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Under [OAuth consent screen](https://console.cloud.google.com/apis/credentials/consent), add your test users to the "Test users" section.
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## Microsoft 365 Integration
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<Warning>
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Users must have a [Microsoft 365 Licence](https://admin.microsoft.com/Adminportal/Home) to be able to use the Calendar and Messaging API. They will not be able to sync their account on Twenty without one.
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</Warning>
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### Create a project in Microsoft Azure
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You will need to create a project in [Microsoft Azure](https://portal.azure.com/#view/Microsoft_AAD_IAM/AppGalleryBladeV2) and get the credentials.
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### Enable APIs
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On Microsoft Azure Console enable the following APIs in "Permissions":
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- Microsoft Graph: Mail.ReadWrite
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- Microsoft Graph: Mail.Send
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- Microsoft Graph: Calendars.Read
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- Microsoft Graph: User.Read
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- Microsoft Graph: openid
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- Microsoft Graph: email
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- Microsoft Graph: profile
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- Microsoft Graph: offline_access
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Note: "Mail.ReadWrite" and "Mail.Send" are only mandatory if you want to send emails using our workflow actions. You can use "Mail.Read" instead if you only want to receive emails.
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### Authorized redirect URIs
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You need to add the following redirect URIs to your project:
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- `https://<your-domain>/auth/microsoft/redirect` if you want to use Microsoft SSO
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- `https://<your-domain>/auth/microsoft-apis/get-access-token`
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### Configure in Twenty
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1. Go to **Settings → Admin Panel → Configuration Variables**
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2. Find the **Microsoft Auth** section
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3. Set these variables:
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- `MESSAGING_PROVIDER_MICROSOFT_ENABLED=true`
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- `CALENDAR_PROVIDER_MICROSOFT_ENABLED=true`
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- `AUTH_MICROSOFT_ENABLED=true`
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- `AUTH_MICROSOFT_CLIENT_ID=<client-id>`
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- `AUTH_MICROSOFT_CLIENT_SECRET=<client-secret>`
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- `AUTH_MICROSOFT_CALLBACK_URL=https://<your-domain>/auth/microsoft/redirect`
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- `AUTH_MICROSOFT_APIS_CALLBACK_URL=https://<your-domain>/auth/microsoft-apis/get-access-token`
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<Warning>
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**Environment-only mode:** If you set `IS_CONFIG_VARIABLES_IN_DB_ENABLED=false`, add these variables to your `.env` file instead.
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</Warning>
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### Configure scopes
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[See relevant source code](https://github.com/twentyhq/twenty/blob/main/packages/twenty-server/src/engine/core-modules/auth/utils/get-microsoft-apis-oauth-scopes.ts#L2-L9)
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- 'openid'
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- 'email'
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- 'profile'
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- 'offline_access'
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- 'Mail.ReadWrite'
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- 'Mail.Send'
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- 'Calendars.Read'
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### If your app is in test mode
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If your app is in test mode, you will need to add test users to your project.
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Add your test users to the "Users and groups" section.
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## Background Jobs for Calendar & Messaging
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After configuring Gmail, Google Calendar, or Microsoft 365 integrations, you need to start the background jobs that sync data.
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Register the following recurring jobs in your worker container:
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```bash
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# from your worker container
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yarn command:prod cron:messaging:messages-import
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yarn command:prod cron:messaging:message-list-fetch
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yarn command:prod cron:calendar:calendar-event-list-fetch
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yarn command:prod cron:calendar:calendar-events-import
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yarn command:prod cron:messaging:ongoing-stale
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yarn command:prod cron:calendar:ongoing-stale
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yarn command:prod cron:workflow:automated-cron-trigger
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```
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## Email Configuration
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1. Go to **Settings → Admin Panel → Configuration Variables**
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2. Find the **Email** section
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3. Configure your SMTP settings:
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<ArticleTabs label1="Gmail" label2="Office365" label3="Smtp4dev">
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<ArticleTab>
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You will need to provision an [App Password](https://support.google.com/accounts/answer/185833).
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- EMAIL_DRIVER=smtp
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- EMAIL_SMTP_HOST=smtp.gmail.com
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- EMAIL_SMTP_PORT=465
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- EMAIL_SMTP_USER=gmail_email_address
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- EMAIL_SMTP_PASSWORD='gmail_app_password'
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</ArticleTab>
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<ArticleTab>
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Keep in mind that if you have 2FA enabled, you will need to provision an [App Password](https://support.microsoft.com/en-us/account-billing/manage-app-passwords-for-two-step-verification-d6dc8c6d-4bf7-4851-ad95-6d07799387e9).
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- EMAIL_DRIVER=smtp
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- EMAIL_SMTP_HOST=smtp.office365.com
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- EMAIL_SMTP_PORT=587
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- EMAIL_SMTP_USER=office365_email_address
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- EMAIL_SMTP_PASSWORD='office365_password'
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</ArticleTab>
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<ArticleTab>
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**smtp4dev** is a fake SMTP email server for development and testing.
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- Run the smtp4dev image: `docker run --rm -it -p 8090:80 -p 2525:25 rnwood/smtp4dev`
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- Access the smtp4dev ui here: [http://localhost:8090](http://localhost:8090)
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- Set the following variables:
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- EMAIL_DRIVER=smtp
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- EMAIL_SMTP_HOST=localhost
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- EMAIL_SMTP_PORT=2525
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</ArticleTab>
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</ArticleTabs>
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<Warning>
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**Environment-only mode:** If you set `IS_CONFIG_VARIABLES_IN_DB_ENABLED=false`, add these variables to your `.env` file instead.
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</Warning>
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