Setting up Owners

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Setting up Owners

1.Navigate to the Communication page.

2.From the 3-dot options menu, select Settings.

TPArrowSee the Senders in the Signatures list.

3.Choose Sender 1 and complete the Signature details for this Owner.

Examples:

Display Name - Human Resources

Email Address – hr@firmname.com

Signature Image – Upload a relevant image to be included in the Signature

Signature - Best Regards, Human Resources!

4.Click Save Button.

5.Repeat steps 3 and 4 for Sender 2 and 3 if there are other Teams or Departments that need to be defined as Owners.

6.Review whether signatures for the original two owners at the top of the list (i.e., Administrator and Training Administrator), need to be modified.