Creating a Department and Adding Users

Updated 2 years ago by Tori Scharadin

Summary

Create segments of your employees to assign different signature designs or marketing campaign to. For example, your Legal department is assigned a signature that includes a disclaimer, while the rest of the company uses a signature without a disclaimer. A different use case for departments is for marketing campaigns. With departments the Sales department can run a prospect related banner campaigns while your customer support department is running customer related banner campaigns.

Create a department 

  1. After logging into Opensense, click on the Signatures dropdown and choose Departments
  2. Click on +Add New Department

  1. Name the department
We recommend naming departments the same name as the signature template they will be assigned. Department: sales, Signature Template: sales, Banner Tag: sales.

Add Users to a Department
  1. After logging into Opensense, click on the Signatures dropdown and choose Departments
Opensense defines who is in which department by an employee's username. Their username is everything before the @ sign in their email address.
  1. Add users individually - in the top right of the department you're adding users to, click the blue edit icon. Type each username into Direct Members (tip: press tab after each username)
  2. Add users in bulk from a spreadsheet - in the top right of the department you're adding users to, click the blue edit icon. Click on the Toggle Bulk button above Direct Members. Copy and paste the column of usernames you want to add from a spreadsheet

 

Binding Departments to your Company Directory

Using this method automatically updates your Opensense Departments when a new team-member is added to your company directory. This is the easiest way to always keep your Departments up to date!

  1. Search for groups that exist in your directory
  2. After you select the correct group, click the green button on the top right to save

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