Assigning a Signature Template to a Department
Summary
Signature Assignment and Departments are used together to ensure each employee is sorted into the correct signature. This document shows how to create a department by adding users and building departments, and assign those specific departments to specific signatures in via "Signature Assignment." You'll also learn how to activate and deactivate signature routes.
Create a department
- After logging into Opensense, click on the Signatures dropdown and choose Departments
- Click on +Add New Department
- Name the department
Add Users to a Department
- After logging into Opensense, click on the Signatures dropdown and choose Departments
- 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)
- 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
- Search for groups that exist in your directory
- Click the green button on the top right to save
Assign a Signature Design to a Department
Create a Signature Route
- After logging into Opensense, click on the Signatures dropdown menu and choose Signature Assignment
- Click +Add New Route and toggle the route to ON
- In the left box (for signature blocks/templates), type in the signature template you want to use. Or type * to see all of your templates and select the one you want
- In the right box (for groups/departments), type in the group/department to assign the signature template to. Or type * to see all the departments and select one from the dropdown list
- Click Save and also click Save Re-Order
Activate/Deactivate a Signature Route
- To activate a route, click Edit on the route that you want to toggle on/off.
- Toggle the route to the ON or OFF position. Click Save.
- Toggling routes on and off can effect which signature a user gets. If a user is part of a route and it is toggled off, they'll recieve a signature from the next available route they are grouped in. Who were a part of that signature route will then receive a signature design belong to the next signature route