NOTE: The User Details Editor feature is provided at an additional cost, please contact the Exclaimer Sales team here
Description
Within Exclaimer you can view and, if required, edit your own contact details for it to be displayed within your email signature.
As a user, managing your contact details implies:
- You can view your contact details as they will appear in your email signature.
- You can edit your contact details if you wish to make any changes.
Please note that you can only edit the fields defined by your Global Administrator as editable.
This page consists of the following sections:
Pre-requisites you need to know before you start managing your contact details.
As a user, steps to view your contact details
As a user, steps to edit your contact details
Steps to preview your updated signature.
Pre-requisites
To manage your contact details, please ensure you have:
- Signed in using Microsoft Authentication.
How to access it?
To access the User Details Editor:
- Launch the User Details Editor portal via the link provided by the Exclaimer Sales team.
- Sign in with Microsoft.
A Microsoft window prompting you to grant access to Exclaimer to view your basic profile and maintain access to your data is displayed:
- Select the option Consent on behalf of your organization.
- Click Accept.
The Manage your contact details screen is displayed
Viewing your contact details
Once you have successfully signed in, you will be able to view all the contact detail fields Exclaimer currently uses to populate your email signature.
The Manage your contact details screen is displayed with all fields populated.
For example:
Editing your contact details
Once you have successfully signed in, you will be able to view and edit the contact detail fields Exclaimer currently uses to populate your email signature. Please note that you can only edit the fields defined by your Global Administrator as editable.
The Manage your contact details screen is displayed with all fields populated.
For example:
- You can only edit the fields that are not greyed out.
The maximum character limit for the fields is 255.
In this example, Display Name, Mobile Number and Job Title fields are editable.
- Click SAVE CHANGES to save any changes made, else click CANCEL CHANGES.
- If you are a Global Administrator, you can define which fields can be edited by users. Click SETTINGS to go to the Settings screen.
Previewing your signature
You can preview how your email signature will look with the revised contact details.
Within the signature designer, the preview pane will display your revised email signature.