New employees settings Follow

How do I edit new employees settings?

New employees can automatically receive invite emails, be activated and assigned to groups. You can turn these options on/off according to your preferences, this all can be done on the New employees settings section. In this article we will go over how to make these actions automated, when adding new employees.

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Manually activate and invite employees 

How to automatically activate and send an invite email when adding a new employee?

Step 1

Hover your mouse over the sidebar, and choose Domain Settings. A window will pop up, select New employees.

Step 2

In order to activate new employees automatically when they are added, turn on the first toggle by clicking on it (blue circle=on). Activating employees will auto-populate their signature to their email.

Now, you will also be able to turn on the second toggle. This will automatically send an invite email to new employees. An invite email will allow your employees to edit their personal details and export their signature to multiple email platforms.

Step 3

When adding a new employee, you can automatically assign them to any group. Click on the arrow to see the list of your account's groups and select a default group for new employees. You can read more about groups in this article: Step 5: Managing Groups