Manage section and field visibility for the User Details Editor – Exclaimer Knowledge Base

Description

As a Microsoft 365 Global Administrator or Google Super Admin for your organization, you can manage which sections and details fields are available for users to edit.

The user-editable contact details must only be configured after onboarding is complete. You can change the settings at any time.

NOTE: Management options depend on which Exclaimer pricing plan you have.
The Starter plan does not have access to the User Details Editor.
The Standard plan has access to two editable contact fields.
The Pro plan has access to an unlimited number of editable contact fields, the QR Codes section, and the Meeting Branding section, including the option to enable or disable by section.
For more information on pricing plans, see Exclaimer Pricing Plans.

Pre-requisites: You must have Microsoft 365 Global Administrator or Google Super Admin credentials. The Settings page is not accessible if you do not log in using these credentials.

How to access it

To access the User Details Editor for Microsoft 365 and Google Workspace:

Launch the User Details Editor (UDE) portal using your region-specific URL.

NOTE: The region-specific URL denotes the region where your subscription is hosted.

The different Microsoft 365 URLs are:
Region URL

Region	URL
Australia	https://au.details.exclaimer.net
UAE	https://uae.details.exclaimer.net
Europe	https://eu.details.exclaimer.net
UK	https://uk.details.exclaimer.net
Canada	https://ca.details.exclaimer.net
US	https://us.details.exclaimer.net

The different Google Workspace URLs are:

Region	URL
Europe	https://eu.details.exclaimer.net/google
US	https://us.details.exclaimer.net/google

Tip! You can also launch the User Details Editor from your Exclaimer account by selecting the cogwheel icon on the header bar, then selecting Sender Management. Navigate to the User Details Editor section and select Go to User Details Editor to launch or copy the provided regional URL. For more information, see User Details Editor.

Sign in with Microsoft or Google using your Global Administrator credentials. If prompted, accept any permissions requests. This opens the Manage your contact details screen.
Select Settings.

_{Select Settings.}

Managing available sections and fields

Select an option below to view the related instructions:

Setting section visibility (Pro plans only)

This option allows you to show or hide full sections of the UDE. Users accessing the UDE will only be able to view the sections you enable using this method. Disabled sections will not appear.

To enable a section, select its checkbox under Define user editable sections.
To disable a field, deselect the checkbox.

_{Selected sections are visible to users in the UDE.}

Setting user details fields visibility

This options allows you to set specific fields as editable in the UDE. Users accessing the UDE will only be able to edit the fields you enable using this method. Disabled fields will be read-only.

If you are on a Standard plan, the only available fields to enable/disable are User Defined 1 and User Defined 2. All other fields are read-only. If you are on a Pro plan, all fields and the QR codes fields are available to enable/disable. The data is either synchronized from your Google Directory/Active Directory or imported via CSV.
For more information on the Exclaimer Pro Plan, see Exclaimer Pricing Plans.

NOTE: The User Defined fields will only be available in the Signature Designer if you add values to the fields for at least one user in your tenancy.

To enable a field, select its checkbox under Define User Editable Contact Details.
To disable a field, deselect the checkbox.
To edit the details available for a personalized vCard for QR codes, select or deselect fields under Define vCard QR code details.

_{The available fields you see will differ based on your plan type. This example has QR codes and multiple user fields.}

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Description

How to access it

Managing available sections and fields