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Organisation, team and billing

Organisation settings and company defaults

The handful of values that appear in every signature, set once for the whole organisation.

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  • Organisation

Settings holds the values that belong to the company rather than to a person. Anything here fills a gap when a person has no value of their own, and the logo and disclaimer apply to everyone.

What to set

HHalden & RoweSK

Settings

Your organisation's details and the company information used in signatures.

Organisation

H

Change logo

Organisation name

Halden & Rowe

Primary domain

haldenrowe.co.uk

Used to suggest email domains for people.

Company defaults

Used in signatures when a person doesn't have their own value.

Company name

Halden & Rowe

Website

haldenrowe.co.uk

Address

4 Market Row, Olney MK46 4BA

Legal disclaimer

Added in small print under every signature. Leave it blank if you don't need one.

This email and any attachments are confidential and meant only for the person they're addressed to. If you've received it by mistake, please let us know and delete it.

Save changes

Step 1 of 4

Your logo

One upload covers every signature that uses the logo. A PNG with a transparent background is the safest choice.

Reduced motion is on, so the tour waits for you. Use the arrows or the list to move through the steps.

Which variable each setting fills

Settings and the variables they feed
SettingVariableApplies to
Organisation nameUsed in the manifest and the appEveryone, via the add-in
Organisation logo{{logo_url}}Everyone
Company name{{company}}Anyone without their own company value
Website{{website}}Anyone without their own website value
Address{{address}}Anyone without their own address
Legal disclaimerAppended under every signatureEveryone

Tip: A person's own value always wins. Set an Ireland address on the people in that office and the company default takes care of everybody else.

Things that are not in Settings

  • Signature designs live under Signatures, not here.
  • Who gets what is decided by Rules.
  • Banners are Campaigns.
  • The Microsoft 365 connection has its own page, and needs an owner to change it.

Settings is only ever the organisation's own facts. If you cannot find something, it is probably one of the four above.

Something here out of date, or a step that did not work? Tell us and we will fix the article. Every page is checked against the running product, so corrections are welcome.