How to Utilize Self-Service Group Membership in Templafy

About this article

Microsoft's native self-service group membership service gives individual users the ability to setup their own security or M365 groups in Microsoft Entra ID (previously known as Azure AD). These groups can be joined by other users and can then be used to do targeted distributions of Templafy modules, add-ins, and other functionality. This article explains how to configure a self-service group and then how a company can utilize this group to deploy Templafy functionality. 

• Prerequisites
• Create a M365 or Security Group that Users can Join
• Joining a Self-Service Group - End-User Experience
• Use Self-Service Group in Templafy

Prerequisites

The following settings must be enabled within the Group settings page (accessible only to Entra ID Admins)

• Security groups
• Microsoft 365 Groups

Create a M365 or Security Group that Users can Join

1. Go to the Microsoft My Groups page
2. If the above configurations were made properly, there should be two new options in the Overview page, Create M365 Group and Create Security Group

1. If you want to create an M365 Group, click Create M365 Group
2. Enter the Name, Description, and Policy for the group and click Next:

You will then be presented with information about your new M365 group.

And now that group exists in Entra ID.

Joining a Self-Service Group - End-User Experience

When a user is in the My Groups section of their Microsoft account, all they need to do is use the search functionality to find the group and join it (shown in the video below).

Use Self-Service Group in Templafy

A Templafy Admin can now use the newly created AD Group within Templafy. Some examples are illustrated below.

Example 1: Create a Templafy User Group

Example 2: Deployment of ProductivityPlus in Templafy

Example 3: Deployment of the Templafy Web Add-in in the M365 Admin center

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