Set Up Your SMS and Email Signature in Workforce Planning

Objective

To personalize your Short Message Service (SMS) and email signature in the messages that are sent from Workforce Planning.

Background

When managing your workforce in the Workforce Planning tool, you can send messages by SMS message or email to provide helpful information like updates to weather, schedules, or for information for certain job titles. You can personalize your signature for these messages so that the recipient knows who the message is from. The changes you make using the steps below will affect the signatures on all messages you send from the Workforce Planning tool.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
  • To set your signature, you need 'Read Only' level permissions or higher on the Workforce Planning tool. See Create Custom Permissions for Workforce Planning.
  • To send messages, you need 'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create Messages' granular permission within the Workforce Planning tool. See Create Custom Permissions for Workforce Planning.
• Additional Information
  • This signature is only applied to messages sent from the Workforce Planning tool. To update your email signature for other Procore tools, see Set Up Your Outbound Email Signature in the Emails Tool.
  • Message and data rates may apply when sending or receiving SMS messages.

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click the Configure Settings  icon.
3. Select My Profile.
4. In the 'SMS and Email Signature' text box, enter your signature.
5. Click Save.

Next Steps

• Send a Message for Workforce Planning

See Also

• Workforce Planning