Assigning a Signature Template to a Department
  • 14 Jan 2024
  • 2 Minutes to read
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Assigning a Signature Template to a Department

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    Light
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Article summary

Creating a Department

  1. After logging into Opensense, click on the Signatures dropdown and select "Departments"
  2. Click on "+ Add New Department"
  3. Name the department
We recommend naming departments the same name as the signature template they will be assigned to.
Example -
Department Name: sales
Signature Template: sales
Banner Tag: sales

Add Users to a Department

Opensense defines who is in which department by an employee's username. Their username is everything before the @ in their email address
  1. After logging into Opensense, click on the Signatures dropdown and select "Departments"
  2. Add Users Individually: Click the blue edit icon (located in the top right of the department you're adding users to). Type each username into "Direct Members" (Tip: Press tab after each username)
  3. Add Users in Bulk from a Spreadsheet: Click the blue edit icon (located in the top right of the department you're adding users to). 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

  1. Search for groups that exist in your directory
  2. Click the green button on the top right to save

Assign a Signature Design to a Department

Create a Signature Route

  1. After logging into Opensense, click on the Signatures dropdown and select "Signatures Assignment"
  2. Click "+ Add New Route" and toggle the route to ON
  3. In the left box (for signature blocks/templates), type in the signature template you want to use. You can also type * to see all of your templates and select the one you want
  4. In the right box (for groups/departments), type in the group/department to assign the signature template to. You can also type * to see all the departments and select one from the dropdown list.
  5. Click "Save" and also click "Save Re-Order"
The priority # under the toggle switches on the right shows the priority of each route. You can drag and drop the signature routes to re-prioritize. This hierarchal system will route users who are in more than one department to the highest priority signature template. It's always good practice to keep a signature route activated for "allusers", and to place the signature design routed to "allusers" as the last priority so it appends a signature to any users who are not specified in a department

Activate/Deactivate a Signature Route

  1. To activate a route, click "Edit" on the route that you want to toggle on/off
  2. Toggle the route to "ON" or "OFF". Click Save
  3. Toggling routes on and off can effect which signature a user receives. If a user is part of a route, and it is toggled off, they'll receive a signature from the next available route they are grouped in. Users who were a part of that signature route will then receive a signature design that belongs to the next signature route

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