How to Configure Managed Accounts for Branch-Level Signature Control

Short answer:
Managed Accounts allow you to create separate environments for each office or branch, where local admins manage users and content while maintaining global brand consistency.

When to use Managed Accounts

• Enable separate accounts for each country, region, or office
• Allow local administrators to manage their own users and content
• Maintain global brand control by locking key template elements

Note: A Managed Account is a separate environment. Templates, rules, and integrations must be configured again, but you can reuse content (e.g., HTML templates) from the master account.

Step 1: Request activation

1. Contact Xink Support to enable the Managed Accounts feature.
2. There is no additional cost for using Managed Accounts.

Step 2: Create a Managed Account

1. Go to Managed Accounts in your master account.
2. Click Create New Managed Account.
3. Enter the branch name and assign an administrator email.

Step 3: Prepare users

1. Email addresses must be unique across accounts.
2. Go to Employees in the master account.
3. Delete users that will be managed in the new branch account.

Step 4: Set up directory integration

1. Impersonate the Managed Account (use the gear icon).
2. Go to Integrations.
3. Select Microsoft Entra ID (Azure AD) or Google Workspace.
4. Connect to your tenant.
5. Select the relevant user group(s) for the branch.

Step 5: Sync users

1. Run Sync Now.
2. Verify that all users are added correctly to the Managed Account.

Step 6: Configure email signatures

1. Create new templates or reuse existing ones (copy/paste HTML if needed).
2. Lock global branding elements such as logo and layout.
3. Allow local customization where needed (e.g., disclaimers or contact details).

Step 7: Deploy the Outlook add-in

1. Open the deployment wizard from the Managed Account.
2. Deploy via the Microsoft 365 Admin Center.
3. Target only the users in the specific branch.

Step 8: Assign a branch administrator

1. Add the branch administrator.
2. Assign the appropriate admin roles.
3. The admin will only have access to their Managed Account.

Explanation

Managed Accounts allow organizations to decentralize administration while maintaining control over branding. Each branch operates independently, but global standards can still be enforced through template design and permissions.