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Settings

Settings holds the choices you make about how your own organisation behaves, as opposed to the things Sigil sets for you.

There are four.

Setting Default What it changes
Require approval to publish Off Publishing, restoring a version, staging a rollout and scheduling any of it need an admin
Profile editing Off Whether colleagues can fill in their own custom signature details
Product update emails On Whether your admins receive occasional round-ups of what has changed in Sigil
Health digest Weekly How often Sigil emails your admins a summary of signature health

With this on, anybody holding the templates capability still edits, previews and submits drafts, but only an admin puts a body in front of users.

It is off by default because it is a governance control that changes who may publish, and imposing that on an existing organisation would strand whatever drafts are already in flight behind a review nobody asked for.

See publish approval for the review cycle, what is gated and what deliberately is not.

You need the Admin role to change it.

  1. Open Settings in the portal sidebar.
  2. In the Publish approval card, turn on Require an admin to approve every signature change.

It saves as soon as the switch moves, and the portal confirms with “Settings saved.” Turn the same switch off to remove the requirement.

With this on, anybody in your organisation can open portal.usesigil.app/me and fill in the custom fields you have defined, such as pronouns or a personal booking link. Nothing on that page is read from or written back to Microsoft 365.

It is off by default, unlike the digest, because it changes what non-administrative staff can do in a product nobody has told them about yet.

Turning it off later stops people editing. What they have already entered keeps appearing in their signatures, because a decision about who may edit should not quietly blank a line out of everybody’s mail. Deleting the field is how you remove the values.

Which fields exist is a separate page. See profile fields.

  1. Open Settings in the portal sidebar.
  2. In the Profile editing card, turn on Let colleagues fill in their own signature details.

It saves as soon as the switch moves. The same switch is on Profile fields, labelled Let staff fill these in themselves, so you can turn it on from the page where you defined the fields.

Occasional emails to your admins about what has changed in Sigil: new features, improvements and fixes. Nobody has to act on one.

Turning this off stops them for every admin in your organisation at once. It changes nothing else Sigil sends. Billing notices, the health digest, a prompt to reconnect and any notice your admins need to act on arrive either way, because those are part of running the service rather than news about it. See emails Sigil sends for the difference.

It is on by default, like the digest. The people it reaches already run Sigil for your organisation, the mail is about the service they use, and every copy carries its own way out.

That way out is personal. Each product update has a link at the bottom that stops them for that one address, with no sign-in, and nobody else can undo it. The same page offers Start them again, so the person can change their mind. So an admin who wants them can stay on while a colleague who does not opts out, and switching this setting back on never overrides somebody who asked to stop.

To stop them for your organisation:

  1. Open Settings in the portal sidebar.
  2. In the Product update emails card, turn off Send product update emails to our admins.

It saves as soon as the switch moves.

An email to every administrator summarising coverage, apply failures, directory gaps and anything waiting on a decision.

Weekly, monthly and off are the three choices. Monthly means every 30 days rather than once per calendar month. See the health digest for what it contains and why it defaults to on.

  1. Open Settings in the portal sidebar.
  2. In the Health digest card, choose Weekly, Monthly or Off.

It saves as soon as you choose, and the card says when the last one was sent.

Two buttons sit beside the setting.

Preview renders the digest your organisation would receive right now, inside the page, and sends nothing. If there is nothing to report yet, because there are no mailboxes and no signature activity, the preview still renders and says that nothing would be sent.

Send me one mails it to you and to nobody else. A test that mailed the whole leadership team is a button nobody would press.

Neither of them stamps the schedule. Trying the digest cannot push the real one out by a week, which is the only reason it is safe to press either without thinking about it.

To try it:

  1. Open Settings in the portal sidebar.
  2. In the Health digest card, choose Preview.
  3. Read the digest that renders under the frequency options, with its subject line above it.
  4. Choose Send me one to mail the same digest to your own address.

Preview turns into Hide preview while the digest is open. After a send, the portal confirms the address it went to and that this does not change when the next one goes out.

Settings also carries the card for a branded link domain, which is where the hostname is claimed, watched while its certificate issues, and removed.

It is not one of the four switches above and has no default, because it is a paid add-on rather than a choice about behaviour. The card is on the page whether or not your organisation holds the add-on: without it, the card explains what the feature does and points at Billing, rather than offering a button that would be refused.

With the add-on, and the Admin role or a custom role given Settings, claiming a hostname goes like this.

  1. Open Settings in the portal sidebar.
  2. In the Link domain card, choose Add a link domain.
  3. Enter the Hostname, such as links.yourdomain.com.
  4. Create the CNAME record the dialog shows at your DNS provider.
  5. Choose Add domain.

The card then shows the hostname with a badge saying where it has got to, Waiting for DNS to begin with, repeats the record to create, and offers Check again. Once the record is found the badge reads Setting up… while the certificate is issued, and then Live.

If no certificate can be issued the badge reads Not working, and links keep coming from the shared address in the meantime. The card shows the reason given, and says the usual causes are a CNAME that does not exist yet or points somewhere else, or a CAA record on your domain that does not allow the certificate authority. Fix the record and choose Check again.

To remove it:

  1. Open Settings in the portal sidebar.
  2. In the Link domain card, choose Remove. While the domain is still waiting for DNS or being set up, the same button reads Cancel.
  3. Choose Remove in the confirmation dialog.

The dialog warns that links already sitting in mail you have sent stop working once the hostname stops resolving.

Defaults and organisations that never open this page

Section titled “Defaults and organisations that never open this page”

An organisation that has never touched Settings gets the defaults above, and Sigil does not distinguish that from one which chose them deliberately.

There is nothing to configure before the product works. Settings is where you go to change a default, not a setup step.

The settings capability. Of the built-in roles only Admin holds it. Editors, Marketing, Viewers, the Compliance role and the Billing role do not reach this page. An Admin can give the capability to a custom role, and anyone holding that role can then change these settings, publish approval included.

An API key can read these settings but never change them, since a key that could switch publish approval off would get round the review it exists for.

In a partner-managed organisation, a partner Owner or Admin can change these for a client. A partner Technician cannot. Turning a client’s publish approval off is exactly the kind of change approval exists to prevent, so it sits with the partner roles that also manage client access rather than with the one that does the signature work.

See roles and capabilities.

Changing any of them writes a change log entry under the Changed settings action, with who changed it and when. Sending yourself a digest is recorded there too. Previewing one is not, because nothing left the building.

A link domain added or removed is recorded under its own action rather than under settings, naming the hostname.

Somebody opting their own address out of product updates is not in your change log. It is a choice about their own inbox rather than a change to your organisation, and it applies wherever that address receives them.