> ## Documentation Index
> Fetch the complete documentation index at: https://help.scribe-mail.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign teammates to a signature

> Select which teammates use a signature: individually, by group, by administrative unit, or dynamically using Smart Field conditions.

From the [signature detail page](/en/signature-detail-page), click the **Teammates** tab to see which teammates are assigned to this signature and manage the assignment.

## Teammates table

The table lists every teammate assigned to the signature with the following columns:

* **Name**: Teammate name and email. A small arrow expands the row to reveal aliases and detailed installation info per email address.
* **Information**: A progress bar showing how complete their Smart Field profile is (e.g., 100%, 60%). A higher percentage means fewer empty fields in their signature.
* **Integrations**: Which email provider is connected (Google Workspace, Microsoft 365, or both)
* **Installations**: Current [installation status](/en/signature-installation-statuses-and-errors) for this teammate (Installed, Pending, Not installed, Failed)
* **Actions**: Edit teammate profile (pencil icon) or Preview their signature (eye icon)

Click the arrow next to a teammate's name to expand their row and see installation details per email address, including aliases. Each row shows the email, platform (Web, Desktop, Mobile), integration, date, and status.

<Frame>
  <img src="https://mintcdn.com/scribe/Z_G2D9X-Tlrxu_Eh/images/assign-teammates-table-rows.png?fit=max&auto=format&n=Z_G2D9X-Tlrxu_Eh&q=85&s=f8d05fce6d22727708b0ce6a839e2b2d" alt="Teammates assigned to signature table with name, information, integrations, and installation columns" width="3456" height="1928" data-path="images/assign-teammates-table-rows.png" />
</Frame>

## Assign teammates

Click **Edit Teammates Selection** in the top-right corner to open the **Select Teammates** modal. The left panel lets you pick teammates, and the right panel shows who's currently selected.

You can assign teammates using four methods, each available as a tab:

**Teammates**: Browse and select individual teammates from your full list. Check the box next to each name to add them. Use the search bar to find specific people.

**Groups**: Select an entire group at once (e.g., "Sales", "Engineering"). All teammates in that group are added. Each group shows how many teammates it contains.

**Administrative Units**: Similar to groups, but based on organizational structure from your identity provider. Select an administrative unit to add all teammates within it.

**Smart Fields**: Build dynamic conditions using [Smart Field values](/en/smart-fields) to automatically match teammates. For example: *"If Microsoft 365 department is any of Sales, Sales & Marketing"*. You can add multiple conditions to narrow down the selection. This is the most powerful option, because it automatically assigns teammates based on their data rather than manual selection.

<Frame>
  <img src="https://mintcdn.com/scribe/Z_G2D9X-Tlrxu_Eh/images/assign-teammates-select-modal-individuals.png?fit=max&auto=format&n=Z_G2D9X-Tlrxu_Eh&q=85&s=ea8377fed86222d7c85a58652db80a87" alt="Select Teammates modal on Teammates tab showing individual teammate checkboxes" width="3456" height="1930" data-path="images/assign-teammates-select-modal-individuals.png" />

  <img src="https://mintcdn.com/scribe/Z_G2D9X-Tlrxu_Eh/images/assign-teammates-select-modal-smartfields.png?fit=max&auto=format&n=Z_G2D9X-Tlrxu_Eh&q=85&s=977b5c5dad2b4fc42b4064c97a6bab0d" alt="Select Teammates modal on Smart Fields tab with department condition builder" width="3456" height="1930" data-path="images/assign-teammates-select-modal-smartfields.png" />
</Frame>

At the bottom of the left panel, a checkbox lets you **auto-assign this signature to all future teammates** synced from your identity provider. This means new hires automatically get the right signature without any manual action.

Click **Confirm Selection** to save your changes.

<Tip>
  Combining Smart Fields conditions with auto-assign is the most scalable approach. For example, you can create a signature for each department and use the condition *"If Department is Sales"*, so every current and future Sales team member will automatically get the right signature.
</Tip>

## Search and filter teammates

Above the table, use the **search bar** to find teammates by name.

Click the **filter icon** to narrow the list. Filters are organized into four categories:

* **Email**: With aliases / Without aliases
* **Information**: Filled / Missing (Smart Field completion)
* **Integrations**: Filter by connected provider (e.g., Microsoft 365)
* **Installation**: Installed / Not installed / Pending / Partially installed / Failed

Filters can be combined to quickly find, for example, all teammates with missing information whose installation has failed.

<Frame>
  <img src="https://mintcdn.com/scribe/Z_G2D9X-Tlrxu_Eh/images/assign-teammates-filter-panel.png?fit=max&auto=format&n=Z_G2D9X-Tlrxu_Eh&q=85&s=3693e22a27db8ae96133548a5fb1b6d5" alt="Filter panel on assigned teammates table with email, information, and installation options" width="3456" height="1926" data-path="images/assign-teammates-filter-panel.png" />
</Frame>

## Invite teammates

When you select one or more teammates using the checkboxes, an **Invite teammate** button appears at the top of the table. This is used for manual installation workflows: it sends an email inviting the selected teammates to install their signature themselves.

This is only relevant if you're not using an automated integration (Google Workspace or Microsoft 365). With an automated setup, teammates don't need to take any action.

<Frame>
  <img src="https://mintcdn.com/scribe/Z_G2D9X-Tlrxu_Eh/images/assign-teammates-invite-button.png?fit=max&auto=format&n=Z_G2D9X-Tlrxu_Eh&q=85&s=1a6e72a7eefb6816e11c20779f205c3f" alt="Invite teammate button appearing above table after selecting teammates via checkboxes" width="3456" height="1924" data-path="images/assign-teammates-invite-button.png" />
</Frame>

## Related articles

* [Signatures overview](/en/signatures-overview): how assignment fits into the wider signature workflow.
* [Smart Fields](/en/smart-fields): the data behind dynamic, condition-based assignment.
* [Preview signatures](/en/preview-signatures): check each assigned teammate's signature before installing.
* [Install signatures](/en/install-signatures): deploy the signature once teammates are assigned.
