How do I use Groups to organize my employees and signatures?
WiseStamp’s Groups feature is a powerful tool that helps you save time and keep your account organized. Groups let you organize your employees into different categories (departments, locations, etc.). After creating Groups, you assign each Group a signature. For example, you can create customized signatures for the Sales department or the US office. All employees in a Group are then automatically assigned the Group signature, saving you the work of manually updating employees one by one.
Follow these steps to create a Group and assign a signature:
- Step 1: Create a Group
- Step 2: Assign a Signature to the Group
- Step 3: Assign Employees to the Group
Before you start, think about which Groups make sense for your company, and create the relevant signatures. (To review the process, check our article Create a Signature.)
Step 1: Create a Group
- At the upper right corner of the Employees page, click Groups.
The Manage Groups page opens.
- At the left side of the Manage Groups page, click Add New.
- In the popup that opens, type a name for the Group and click Add Group.
The Group is created and listed on the Manage Groups page.
Step 2: Assign a Signature to the Group
By default, the new Group will not be assigned any signature. Click to open the dropdown list and choose the signature you want to assign to the Group.
You will see a confirmation message at the top of the page when your choice is successfully saved.
Step 3: Assign Employees to the Group
To complete the process, assign the relevant employees to the Group:
At the left side of the Employees page, select the checkboxes of the employees. Then, click Assign to a Group and select the appropriate Group from the list.
Once employees are added to the Group, the corresponding signature is automatically assigned to them.
You are now ready to have your employees start using their signatures! To complete the setup, please go to Step 5: Add Signatures to Your Employees' Emails.