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User Profile Subscription

Subscribing to another user's profile allows personal assistants / delegates to create content (documents, emails, etc.) on behalf of someone else.

  Prerequisites

Enable the Setting

In the Templafy Admin Center, navigate to the Users section and click on More options, then Settings in the top right corner. Check the box next to Enable subscription to user profiles.

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Optionally check the box for Allow new user profiles to be subscribed to by default if you don't need to restrict which profiles can be subscribed to.

Create Content as Another User

Once the setting above is enabled on the tenant, individual User Profiles must be 'subscribe-able' in order to be added by others.

  • While editing a User Profile, scroll to the bottom and check the box next to Allow others to subscribe to this profile.

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Once a User Profile is marked as 'subscribe-able', other end-users can add it to their own list of User Profiles.

  • When adding a User Profile, select Subscribe to user profile and search for the desired user. Selecting a given profile will add it to the user's own profile list.
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Once a User Profile has been subscribed to, an end-user can create content by switching to that other user's profile.

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