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Delegate a signature to another user

How to grant access to a signature to another user?

You have the possibility to set up signature delegations.

Delegation makes it possible to display the signature of a user other than the one who is logged in. It also makes it possible to access the signatures of your shared mailboxes.

❶ Access the Users menu

Users screen showing search and filter controls above a list of user accounts with module tags, organization names, Preview buttons, and an Add users button. Visible: Users, Add users, Search by last name, first name, email, Connector, Status, vCard.

To activate the delegation of a user, go to the user record of the person whose signature you wish to share.

Example:

The shared mailbox [email protected] is used by Geoffrey, Julie and Gabrielle.

We will therefore go to the user record of the support account to perform the operation.

❷ Add the delegation

The Settings tab for Alexandre Fournier shows signature integration options and a red-outlined Add a delegation section with a user selector and CSV upload button. Visible: Alexandre Fournier, Settings, Signature integration, Signitic, HTML, Login key.

From the user record, click on the Settings tab, then go to the last setting, which allows you to add the users who wish to use this signature. Add the users using their email address.

Save and you are all set!

Windows users:

On the Add-in side, thanks to delegation, the correct signature will display directly when you are writing from the shared mailbox, in addition to having the new signature available to you when opening the Add-in.

Example:

From the user record of the account [email protected]. You can click on "Add a delegation". You can add the addresses of Geoffrey, Julie and Gabrielle to this list.

They will now be able to access the support signature, but also apply their own signature to the support email if desired.

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