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Manage settings for user editable contact details

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Settings
  4. Sender Management
Ari Flavell
  • Updated

Description  

As a Microsoft 365 Global Administrator or Google Super Admin for your organization, you can manage which contact details fields are available for users to edit by enabling or disabling fields. For more information on using fields, see our resources on how users can manage their contact details.

The user-editable contact details must be configured after the Exclaimer Cloud initial setup. You can change the settings at any time.

Pre-requisites: 
The number of editable fields your Exclaimer Cloud subscription allows access to depends on which pricing plan you have.

The Starter plan does not have access to the user-editable contact details.

The Standard plan has access to two editable contact fields.

The Pro plan and any Marketing Cloud subscriptions purchased before April 2023 have access to an unlimited number of editable contact fields.
For more information on pricing plans, see Exclaimer Pricing Plans.

How to access it

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

Required! You need to log in as a Microsoft 365 Global Administrator or Google Super Admin to access the SETTINGS page.
Sign in with Microsoft or Google using your administrative credentials.

Either:

  1. From the header bar, select the cogwheel icon, then select Sender Management.

  2. Navigate to the User Details Editor section. 

  3. Select Go to User Details Editor.
     For more information, see User Details Editor.



    OR
  1. 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

     

  2. 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.

  3. Select SETTINGS.
    NOTE: The Manage your contact details page appearance will vary depending on your subscription plan. For more information on the features available on each plan, see Exclaimer Pricing Plans.

Select an option below to view the related instructions:

Standard Plan

Two user-editable fields are available for a Microsoft 365 Global Administrator or Google Super Admin to enable for the end-users. These fields are User Defined 1 and User Defined 2. All other fields will be read-only and the data will be either be synchronized from your Google Directory/Active Directory or imported via CSV.

  1. To enable a field, select its checkbox under Define User Editable Contact Details.

  2. To disable a field, deselect the checkbox.
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.
Pro plan and any Marketing Cloud subscriptions purchased before April 2023
With the Exclaimer Pro plan, all fields are available for a Microsoft 365 Global Administrator or Google Super Admin to enable for the end-users to edit. The data will be either be synchronized from your Google Directory/Active Directory or imported via CSV.
For more information on the Exclaimer Pro Plan, see Exclaimer Pricing Plans.
  1. To enable a field, select its checkbox under Define User Editable Contact Details.

  2. To disable a field, deselect the checkbox.

  3. To edit the details available for a personalized vCard for QR codes, select or deselect fields under Define vCard QR code details.