Signature RulesGuide
Department-Based Signatures
Last updated February 9, 2026
Assign different signature templates to different departments.
Why Department-Based Signatures?
Different teams have different needs:
- Sales - Include meeting links, promotional banners
- Support - Include ticket links, help resources
- Legal - Include compliance disclaimers
- Marketing - Include social links, campaign banners
Setting Up Departments
Step 1: Define Departments
- Go to Settings → Departments
- Click Add Department
- Enter department name
- Optionally add a description
- Save
Step 2: Assign Users to Departments
Option A: Manual Assignment
- Go to Team
- Select a user
- Set their Department field
- Save
Option B: Sync from Email Provider
- Departments sync automatically from Google Workspace OUs
- Or from Microsoft 365 groups/departments
Step 3: Create Department Templates
- Go to Templates
- Create a template for each department
- Customize content for that team's needs
Step 4: Assign Templates to Departments
- Go to Templates → Select a template
- Click Assignments
- Select By Department
- Choose the department(s)
- Click Save Assignments
Example Setup
| Department | Template | Special Features | |------------|----------|------------------| | Sales | Sales Pro | Calendly link, promo banner | | Support | Support Team | Help desk link, hours | | Engineering | Tech Team | GitHub link, minimal design | | Executive | Leadership | Professional, no banner |
Deployment
When you deploy:
- Each user gets the template assigned to their department
- Users without a department get the default template
- Individual assignments override department assignments
Managing Changes
When an employee changes departments:
- Update their department in Team
- Redeploy signatures
- They automatically get the new department's template
Best Practices
- Keep department names consistent with your HR system
- Create a "Default" template for users without departments
- Review department assignments quarterly
- Document which templates are assigned to which departments