Profile — Signature

The Profile ▸ Persona ▸ Signature page renders your personal email signature from the template HR assigned to you (or your division, or the org default) merged with your Profile ▸ General contact details. The page is read-only — edits flow through HR via templates rather than per-user overrides.

Profile Signature — Acme Financial Group demo tenant

Anatomy of the page

Standard PageHeader with the title Email Signature and a one-line description.

2. Assignment badge

A small pill above the preview that shows how the template was selected for you:

Source	Meaning
Assigned by HR	An admin explicitly attached a template to your user record
Division default	Picked from your division’s default template
Org default	The org-wide default template, used when no other applies

The badge also shows the template name in use, so you can reference it when talking to HR.

3. Copy buttons

Two buttons sit to the right of the assignment badge:

Copy HTML — primary action; rich HTML payload + plain-text fallback in the clipboard. Click animates a checkmark on success and a toast confirms.
Copy plain text — a stripped, line-break-aware plain text version for clients that reject HTML (notably iOS Mail).

The HTML payload is sanitized via DOMPurify on render and again on copy as defense-in-depth. Server-side HTML escaping is the primary safety net.

4. Live preview

A boxed prose-styled preview of the sanitized HTML signature. Updates whenever HR edits the template or your profile contact details change.

5. Paste instructions

A tabbed panel below the preview with numbered step-by-step paste instructions for five email clients:

Gmail
Outlook Web
Outlook Desktop
Apple Mail
iOS Mail

Each tab includes a tip when relevant (e.g., Gmail strips external fonts; iOS Mail doesn’t accept HTML).

Empty state

If neither the user nor their division nor the org has a template assigned, the page shows a centered empty state asking the user to contact HR. The copy buttons are hidden until a template is in place.

How signatures are generated

The render pipeline is:

template HTML (from Settings ▸ Signatures)
  ──▶ resolve placeholders against the user's profile
  ──▶ HTML-escape every substituted value (#108.1)
  ──▶ store the rendered HTML on the user record
  ──▶ return on /signatures/me

Substituted fields:

Placeholder	Source
`{{full_name}}`	`users.name_first + name_last`
`{{title}}`	`employee_profiles.title`
`{{email}}`	`users.email`
`{{phone}}`	`employee_profiles.phone`
`{{headshot_url}}`	`employee_profiles.headshot_url`
`{{org_name}}`	`org.name`
`{{org_address}}`	`org.address`

When any of these fields change, the rendered signature is recomputed on the next request.

Permissions and scope

Role	View own	Copy	Edit templates
Owner / Admin	✓	✓	✓ (via Settings ▸ Signatures)
Member	✓	✓	✗
Viewer	✓	✓	✗

Templates are admin-managed; this page is the read-only render.

Audit trail

Every copy emits signature.copied (with format: html | text). Every template assignment emits signature.assigned from the admin side. Events surface in Settings ▸ Audit Log for admins.

Troubleshooting

Symptom	Most likely cause	Fix
”No signature assigned”	No template + no division + no org default	Ask HR to assign or set a default in Settings ▸ Signatures
Copy HTML fails silently	Browser blocked clipboard write	Allow clipboard permission, or use plain text
Signature looks plain in Gmail	Gmail strips external font stacks	Test draft; ask HR to use web-safe fonts
iOS pastes plain text	iOS Mail does not accept HTML in Settings	Use plain text on iOS or copy from a sent desktop email
Old details showing	Cached signature in email client	Re-paste from this page after every template/profile change
Avatar shows initials	No headshot uploaded	Upload one in Profile ▸ General ▸ Headshot

Profile ▸ General — name, title, phone, email, headshot powering the merge
Settings ▸ Signatures — where templates are authored and assigned
Settings ▸ Audit Log — copy + assignment events