Firmana makes it easy to add team members and manage their access to signature creation and deployment tools. Here's how to build and organize your team.
Invitation Methods
Individual Invitations
Add team members one by one with customized roles and permissions for each person.
Bulk Import
Upload a CSV file to add multiple team members at once with predefined roles and departments.
Directory Integration
Connect with Azure AD, Google Workspace, or other directory services to automatically sync users.
Self-Registration
Enable team members to join using a company domain or invitation link with pre-approved access levels.
Adding Individual Team Members
Access Team Management
Navigate to "Team" in your dashboard sidebar and click "Add Team Member" or "Invite Users".
Enter Member Details
Provide the team member's email address, full name, job title, and department. These details will be used for signature personalization.
Assign Role and Permissions
Choose the appropriate role: Admin, Editor, or User. Each role has different levels of access to signature management features.
Select Department/Template
Assign the team member to a department and choose which signature template they should use initially.
Send Invitation
Review the details and click "Send Invitation". The team member will receive an email with setup instructions.
Bulk Import Process
Download CSV Template
In the Team section, click "Bulk Import" and download our CSV template with the required column headers.
Prepare Your Data
Fill in the template with team member information: email, name, title, department, phone, and desired role.
Upload and Review
Upload your completed CSV file. Firmana will validate the data and show you a preview before processing.
Process Invitations
Confirm the import to send invitations to all team members. Track invitation status in the team dashboard.
Create departments that match your organizational structure. Use consistent naming conventions for easy management. Consider creating separate departments for different signature needs (sales vs. support).
Ensure you have permission to add team members' personal information. Consider privacy regulations like GDPR when collecting and storing employee data.