Terminus gives end-users the ability to edit personal information through the Employee Preference Center. Depending on which employee fields your Email Experiences admin has unlocked, end-users can update signature data in a matter of minutes. Afterward, download employee information straight from Email Experiences to ensure your employee records are up-to-date.
Email Experiences Admin Instructions
Follow the steps below to give end-users access to the Employee Preference Center.
Navigate to the Employees tab and select the users you want to invite.
Click on the Send Invites drop-down menu and select Update Information. The invite will trigger an email to be sent to each selected end-user.
After the invites have been sent, track which users have updated their information via the Employees page. If you are using Email Experiences' Google Apps Integration, make sure Auto-Sync is turned on.
Email Experiences Non-Admin Instructions
Open the email invitation from your Email Experiences admin and click on the Get Started button. Note that the email will tell you if there is missing signature data.
Fill in your personal information in the unlocked fields and update your notification preferences if needed.
Click Submit Changes to finish out the process. Close and reopen your email application to ensure the changes you’ve made are reflected in your email settings.
If you need to make any additional changes at a later date, simply navigate to app.sigstr.com and sign in using your credentials.
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