Organization
Create a signature template for your team
Lock down brand elements and decide what team members can change.
Create a signature template for your team
With a template you ensure your whole team communicates consistently: same logo, colors and layout. Team members only fill in their personal details.
Create a template
- Go to Organization and click your organization.
- Click + Template in the Templates block.
- Pick Empty signature or Copy from existing signature.
- Design the template like a regular signature โ set colors, logo, layout.
- In the Locked fields tab, check which fields team members CANNOT change (typically: logo, colors, slogan, font).
- Save.
Locked fields
Common locks:
- Logo โ all team members use the same logo
- Colors โ consistent house colors
- Disclaimer โ legally required text always correct
- Slogan โ campaign slogan across all signatures
What team members can change
Non-locked fields are freely editable โ typically:
- Name, role
- Phone, email
- Social links
Limitations
One template per organization. For different departments (e.g. Sales vs. Support), create a separate organization or work with separate signatures.
