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All signature settings can be overridden and customized for a subset of team members.
Match profiles to outgoing mail based on sender email address and/or tenant group membership.
When a profile other than Default is selected, the UI will show a status icon next to every setting to indicate whether that setting is inherited from the team or overridden in the profile. Clicking the status offers the appropriate action to either add an override (i.e., lock in that value) or clear an override to go back to inheriting from the team.
Profiles offer the versatility to not only give you flexibility on who is assign to which assign specific individuals to designated signature settings, but also to select the specific precise layout used employed for their new mailemails, replies, and forwards. Learn more about layouts Gain a deeper understanding of layouts by exploring here: Layouts
Getting Started
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The assignment process is guided by two key priorities: rule order and assignment matching. Among these, assignment matching takes precedence, prioritizing email address matches over group membership, even if the latter corresponds to a higher-priority rule. This ensures that the most relevant and specific profile is assigned to each user, enhancing the accuracy and effectiveness of the email signature management system.
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Example:
Now, let's consider a user with the email address "john.doe@companyA.com" who is part of the "Sales" group. Here's how the profile assignment process would work:
In this example, even though the "Sales" group is a higher-priority rule (Profile B) than the email address criteria (Profile C), the system assigns Profile C to the user "john.doe@companyA.com" because assignment matching always prefers the email address as a higher priority. This ensures that the most relevant and specific profile is assigned to the user. |
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If you don't see any groups listed, it may be because the Domain and Directory feature is not yet enabled for your email tenant. To resolve this, you can visit our support documentation at this linkhere: API Access. Here, you'll find step-by-step instructions on how to enable Domain and Directory for your specific email tenant, ensuring that your groups are correctly pulled into the system and available for assignment.
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