Selecteer welke teamleden een handtekening gebruiken: individueel, per groep, per administratieve eenheid of dynamisch met Smartfield-voorwaarden.
Klik op de pagina met handtekeningdetails op het tabblad Teamleden om te zien welke teamleden aan deze handtekening zijn toegewezen en om de toewijzing te beheren.
In de tabel staat elk teamlid dat aan de handtekening is toegewezen, met de volgende kolommen:
Naam: naam en e-mailadres van het teamlid. Een klein pijltje klapt de rij uit en toont aliassen en gedetailleerde installatiegegevens per e-mailadres.
Informatie: een voortgangsbalk die aangeeft hoe volledig het Smartfield-profiel is (bijvoorbeeld 100%, 60%). Een lager percentage betekent dat er meer blokken uit de handtekening worden weggelaten.
Integraties: welke e-mailprovider is gekoppeld (bijvoorbeeld Google Workspace, Microsoft 365 of Zoho Mail).
Installaties: huidige installatiestatus voor dit teamlid (Geïnstalleerd, In behandeling, Niet geïnstalleerd, Mislukt).
Acties: teamlidprofiel bewerken (potloodpictogram) of handtekening bekijken (oogpictogram).
Klik op het pijltje naast de naam van een teamlid om de rij uit te vouwen en de installatiegegevens per e-mailadres te bekijken, inclusief aliassen. Elke rij toont het e-mailadres, het platform (Web, Desktop, Mobiel), de integratie, de datum en de status.
Klik rechtsboven op Edit Teammates Selection om het venster Select Teammates te openen. In het linkerpaneel kies je teamleden en in het rechterpaneel zie je wie er momenteel zijn geselecteerd.Je kunt teamleden op vier manieren toewijzen, elk beschikbaar als tabblad:Teamleden: blader door je volledige lijst en selecteer individuele teamleden. Vink het vakje naast elke naam aan om ze toe te voegen. Gebruik de zoekbalk om specifieke personen te vinden.Groepen: selecteer in één keer een hele groep (bijvoorbeeld “Sales”, “Engineering”). Alle teamleden in die groep worden toegevoegd. Bij elke groep zie je hoeveel teamleden erin zitten.Administratieve eenheden: vergelijkbaar met groepen, maar gebaseerd op de organisatiestructuur uit je identityprovider. Selecteer een administratieve eenheid om alle teamleden erin toe te voegen.Smartfields: stel dynamische voorwaarden samen op basis van Smartfield-waarden om teamleden automatisch te koppelen. Bijvoorbeeld: “Als Microsoft 365-afdeling een van de volgende is: Sales, Sales & Marketing”. Voeg meerdere voorwaarden toe om de selectie te verfijnen. Dit is de krachtigste optie, omdat teamleden automatisch worden toegewezen op basis van hun gegevens in plaats van handmatige selectie.
Onderaan het linkerpaneel kun je via een selectievakje deze handtekening automatisch toewijzen aan alle toekomstige teamleden die vanuit je identityprovider worden gesynchroniseerd. Zo krijgen nieuwe medewerkers automatisch de juiste handtekening, zonder handmatige actie.Klik op Selectie bevestigen om je wijzigingen op te slaan.
Smartfield-voorwaarden combineren met automatisch toewijzen is de meest schaalbare aanpak. Maak bijvoorbeeld een handtekening per afdeling en gebruik de voorwaarde “Als Afdeling gelijk is aan Sales”, zodat elk huidig en toekomstig Sales-teamlid automatisch de juiste handtekening krijgt.
Gebruik de zoekbalk boven de tabel om teamleden op naam te vinden.Klik op het filterpictogram om de lijst te verfijnen. Filters zijn ingedeeld in vier categorieën:
Wanneer je een of meer teamleden selecteert via de selectievakjes, verschijnt boven aan de tabel een knop Teamlid uitnodigen. Die wordt gebruikt voor handmatige installatieworkflows: er wordt een e-mail verstuurd waarin de geselecteerde teamleden worden uitgenodigd om hun handtekening zelf te installeren.Dit is alleen relevant als je geen geautomatiseerde integratie gebruikt (Google Workspace, Microsoft 365 of Zoho Mail). Bij een geautomatiseerde installatie hoeven teamleden niets te doen.
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