Updated on 2025-11-07 GMT+08:00

Managing Email Signatures

After a tenant administrator adds an email signature, enables the email signature switch, and selects the email signature during email channel configuration, the configured email signature is carried when an agent replies to or forwards an email. This section describes how to add an email signature.

Context

  • Permissions on operations under the current menu that require separate configuration have been configured. For details about the operation permissions that can be configured separately, see Table 1.
  • Before deleting an email signature, ensure that the email signature is not used by other businesses. Otherwise, the configured businesses will become invalid.
  • Determine the email signature application scenario based on the actual business configuration. The involved scenario is as follows:

    Channel configuration: Configuring the Email Channel

  • If an agent configures a personalized email signature in Personal Center, the email signature configured by a tenant administrator does not take effect. The signature priority is as follows: agent signature > tenant signature.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Workbench Configuration > Email Signature.

    Figure 1 Email Signature

    Organization Unit: This parameter is controlled by the tenant parameter Has the tenant enabled inter-organization data isolation enforcement.

    • After the parameter is set to Yes:
      • For accounts without the View All Organization Data permission in System Public Permissions:
        • If the Viewing and Editing Home Organization Data and View Lower-Level Organization Data permissions under System Public Permissions are not configured, only the OUs specified by Accessible Organizations configured on the Employee Info page can be selected.

          If accessible OUs are configured both on the Employee Info and Organization Unit pages, the permissions on the accessible OUs configured on the Employee Info page take precedence.

        • If the Viewing and Editing Home Organization Data permission under System Public Permissions is configured, the data under the OU (excluding sub-OUs) to which the current business account belongs can be viewed.
        • If the View Lower-Level Organization Data permission under System Public Permissions is configured, the data under the sub-OUs of the OU to which the current business account belongs can be viewed.
      • Accounts with the View All Organization Data permission under System Public Permissions configured: All OUs can be selected.
      • Operations supported for OU selection:
        • Include Sub-Organizations: When this option is selected, the selected OUs and their sub-OUs are selected by one click.
        • Load Lower-Level Data: If this option is selected, you can select the selected OU and its sub-OUs for Signature Name.

          Before using this parameter, ensure that all the following conditions are met:

          • The Whether to enable the capability to load and query lower-level data parameter has been set to Yes on the Configuration Center > System Management > Tenant Parameter > Tenant parameters > Unified Public Configuration > Common page.
          • Relevant OU permissions have been configured. Either of the following is acceptable:
            • When the View All Organization Data permission under System Public Permissions has been granted, select an OU which is not at the lowest level.
            • When the View Lower-Level Organization Data permission under System Public Permissions is configured, select the home OU to which the current account belongs or its sub-OU, and ensure that the selected OU is not at the lowest level.
      • The number of OUs that can be selected is specified by the value of the system parameter Maximum number of OU organizational unit queries on the Configuration Center > System Management > System Parameter > System parameters > Unified Public Configuration > Common page.
    • If the parameter is set to No, the Organization parameter is not displayed.

  2. Click New. The page for creating an email signature is displayed.
  3. Configure an email signature.

    Figure 2 Creating an email signature

    Signature Name: This parameter is mandatory. The signature name must be unique in the tenant space, and cannot contain eval, exec, or the following special characters: <=>/\"

    Organization Unit: This parameter is controlled by the tenant parameter Has the tenant enabled inter-organization data isolation enforcement.

    • After the parameter is set to Yes:

      For accounts without the View All Organization Data permission in System Public Permissions:

      • If the Viewing and Editing Home Organization Data and View Lower-Level Organization Data permissions under System Public Permissions are not configured, only the OUs specified by Accessible Organizations configured on the Employee Info page can be selected.

        If accessible OUs are configured both on the Employee Info and Organization Unit pages, the permissions on the accessible OUs configured on the Employee Info page take precedence.

      • If the Viewing and Editing Home Organization Data permission under System Public Permissions is configured, the data under the OU (excluding sub-OUs) to which the current business account belongs can be viewed.
      • If the View Lower-Level Organization Data permission under System Public Permissions is configured, the data under the sub-OUs of the OU to which the current business account belongs can be viewed.
      • Accounts with the View All Organization Data permission under System Public Permissions configured: All OUs can be selected.
    • If the parameter is set to No, the Organization parameter is not displayed.
    Signature Content
    • : Undo an operation.
    • : Redo an operation.
    • : Select a font. The default value is Microsoft YaHei.
    • : Select a font size. The default value is 16px.
    • : Mark content in bold.
    • : Mark content in italics.
    • : Add an underscore (_).
    • : Add a strikethrough.
    • : Clear formatting.
    • : Set the font color.
    • : Set the background color.
    • : Insert a table.
    • : Insert an image.
    • : Align content on the left.
    • : Align content in the center.
    • : Align content on the right.
    • : Justify content.
    • : Insert a variable. When a signature with a variable is used, the variable in the signature is replaced with the actual user information. The available variables are as follows:
      • User Name: ${employee.name}
      • User email address: ${employee.email}
      • User Position: ${employee.title}

  4. After the configuration is complete, click Complete to create and save the email signature.
  5. (Optional) Click Edit or Delete in the Operation column corresponding to an email signature to edit or delete it.

    (Optional) Select one or more email signatures and click Delete to delete them in batches.