In order to deploy a signature to an employee, you will have to activate them in the WiseStamp platform.
Activating an employee means changing their status from Inactive to Active so they can use their email signature.
When you activate someone, they use one seat on your plan.This means an active employee with a WiseStamp email signature occupies one seat under your plan's seat capacity. Additionally, inactive employees do not consume any seats.
Before activating employees, make sure you have a sufficient number of available seats. Understanding your seat allocation ensures that all team members who need a signature are accommodated without delays.You can verify your current seat usage by checking the "Plan and Billing" section in your profile, which shows the total number of seats and their utilization.For example, with a plan that has 10 seats, only 10 employees can be active at the same time. To activate additional users, you must first increase the number of seats in your plan.
Activating an employee does not install their signature for them. You must send them the signature link if you'd like them to install their signature. However, by default, employees are automatically activated once you send them the signature link. If your seat limit has already been reached, additional users cannot be activated unless you add more seats to your plan.
Activate a single employee signature
From the Employees page:
On the main navigation panel, click Employees.
On the Employees page, locate the relevant employee’s row and assign a primary signature by opening the drop-down menu in the Primary Signature column.
In that row, turn on Active for the employee you'd like to activate.
Then, the employee will be able to access their Employee Hub.
You can also turn on Active in the Single Employee page.
Activate multiple employee signatures
On the main navigation panel, click Employees.
Make sure they have primary signatures assigned.
On the Employees page, in the checkbox column, select the employees you'd like to activate.
Click Set status.
In the dropdown, select Active.
You can filter the employee list by Status. Click the filter icon next to the Status column on the far right, then choose Active, Inactive, or both. The employee list will update to show only employees in the selected categories.
Configuring new employee settings
Available on: Legacy Plans (Basic, Plus, Enterprise), Current Plans (Basic, Grow, Advance, Enterprise)
By default, new employees are assigned an Inactive status. To change this setting, perform the following:
On the main navigation panel, click Settings and then click Sync & Automations.
From the Automations section, click the New employee default status dropdown list and select Active.
Click Save changes at the bottom of the page. On the Settings page, go to the Employees tab.
You can deactivate an employee anytime to free up a seat. Once deactivated, their signature will no longer appear in emails, but you can reactivate them at any time if needed.