How to add multiple groups to CodeTwo transport rule in Microsoft 365
You would like to add multiple groups to the scope of users in CodeTwo Email Signatures 365.
Users whose emails should be routed through the CodeTwo cloud service to get signatures are specified in the Users step (Fig. 1.) of the tenant registration wizard (learn more). The chosen scope of senders is automatically added to the CodeTwo Exchange Online transport rule, which redirects your mail flow through the CodeTwo service.
The scope of users can be also (re)configured using the connectors configuration wizard after you've registered your tenant. Learn more
The tenant registration wizard allows you to select all Microsoft Entra ID (Azure Active Directory) users or a specific group (a distribution list, Microsoft 365 group, or mail-enabled security group; groups hidden from your address book can also be picked). It's not possible to pick more than one group directly in the wizard. That is why it's a good idea to create one separate group for all users that require email signatures.
If you prefer to add several groups instead, you can do it manually by editing the CodeTwo transport rule in Exchange Online. To do so, an admin of your Microsoft 365 organization needs to follow the guidelines below.
Modification of the CodeTwo Exchange transport rule has a direct effect on your mail flow. Double-check your changes before you apply them.
- Open the Exchange admin center as a global administrator or Exchange administrator.
- Go to Mail flow > Rules.
- Select the CodeTwo Exchange transport rule on the rules list (Fig. 2., item 1). In the pane that opens, click the Edit rule conditions button.
- The next step depends on your previous configuration of the Scope of users in the tenant registration wizard in CodeTwo Admin Panel:
If you previously selected a specific group in (as shown in Fig. 1.), on the Conditions tab, find the The sender > is a member of this group condition and click the group name to open the group picker (Fig. 3.).
If you previously selected All users in Microsoft 365, then you need to add the The sender is a member of this group condition to the CodeTwo transport rule first. To do so, on the Conditions tab, click +in the Apply this rule if section to add a new condition, and choose The sender > is a member of this group, as shown in Fig. 4. The group picker opens.
To add multiple groups, proceed as follows:
- (dynamic) distribution groups, mail-enabled security groups: select groups using the picker (Fig. 5.) or search them with the search box (use the search box also if, for some reason, your group is not listed);
- Microsoft 365 groups: enter/paste group’s full email address in the search box (only then the group will show up under Suggested results) and press Enter (Fig. 6.). Repeat the procedure to add multiple Microsoft 365 groups.
- When the group selection is complete, click Save to return to the Conditions tab of the transport rule editing pane. Review your changes and again click Save to apply them (Fig. 7.). After the changes propagate across your Microsoft 365 tenant, the members of the groups you added will have their emails routed through the CodeTwo service (and will get email signatures if they meet the conditions of your signature rules).