The Client-side Settings page allows administrators to configure features available in the Crossware Outlook Add-in. These settings control how signatures are applied and which features are available to end users.
To access this page:
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Navigate to Settings.
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Select Client-side Settings.
Roles
The Roles tab allows you to manage role-based access for client-side features. Features can be assigned to specific roles, allowing different groups of users to have different functionality within the Outlook Add-in.
Add a Role
To create a new role:
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Go to Client-side Settings.
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Select the Roles tab.
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In the Type role name field, enter a name for the role.
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Click Add Role.
The new role will be available for assignment when configuring client-side features.
Assign Users or Groups to a Role
After creating a role, you can assign users or groups from your Microsoft 365 directory.
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Go to Client-side Settings > Roles.
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Select the role you want to manage.
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Click Add User/Group.
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Search for and select the required user or group from your Microsoft 365 directory.
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Click Add User or Add Group to assign them to the role.
Assigned users and groups will inherit any client-side features configured for that role.
Enabling a Feature
To enable a client-side feature:
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Navigate to Client-side Settings.
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Locate the feature you want to configure.
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Turn the feature On. (For Auto-Insert, select the platform(s) where you want the feature to apply.)
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Click Users/Roles.
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Choose who the feature should be available to:
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All users
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Selected roles - Tick one or more roles from the list.
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Click Save to apply your changes.
If a feature is enabled but is not assigned to any users or roles, it will not be available to end users.
Feature Flags
The Feature Flags tab contains the available client-side features.
Auto Insert
Automatically inserts the user's default signature into the email body when composing a new email.
Reinsert signature on recipients change
Automatically reapplies the signature when recipients change, such as when switching between internal and external recipients.
Enabled platforms
Select the platforms where this feature is available:
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Desktop – Outlook desktop application.
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Mobile – Outlook mobile application.
Select
Allows users to choose a signature from the Outlook Add-in panel.
The selected signature is applied by the Crossware server after the email is sent.
Manual Insert
Allows users to manually insert a signature from the Outlook Add-in panel.
Add-in Admin
Allows administrators to manage user settings directly from the Outlook Add-in.