In some cases it would be useful to be able to set up and edit signatures for other users, whenever Marketing sets up automated emails for sales or account management. Either those colleagues are not active users at the moment, or Marketing simply knows best how to quickly set up and edit signatures, which saves a lot of time.
At the moment there are two workarounds 1) Add the colleagues as users to HubSpot, set the user permissions you want or don't want them to have, and work with them individually to create signatures in the profile section of the portal. This takes a lof of time thinking of a global organisation and more than three colleagues. 2) Add a from name and a from e-mail address to an e-mail without adding the actual person as a user in the portal and creating manually create or copy and paste that person's signature into the e-mail body. This cannot be used for automated emails.
We in Marketing do need to be able to set up and edit email signatures for other users.
Setting up email signature and additional preferences for users is now available to all Professional and Enterprise customers. The functionality, Presets, is located in your account under Users & Teams. You can leverage Presets if you are a super admin or have the permission to edit Presets. Please feel free to email me (email@example.com) if you have questions or feedback. You can also refer to our Knowledge Base article to help you get started.
I'm Flora Wang and I'm a Product Manager at HubSpot currently working in this space.
Thank you to everyone for commenting on this idea- we hear you that this is important functionality to have in HubSpot. We are currently looking into if the idea and understanding the problems in the space. I would love to chat with any admin or manager who sets up users. Shoot me an email firstname.lastname@example.org we'll take it from there.
Any future news regarding this feature will be on this thread and I will update here.
This is something we are looking into as a team. As we will not have this in Q3, for transparency and clarity I am going to marlk this as "Not Currently Planned". I iwl update this doc as soon as ai have more to share on this item.