How to create a User Group

This article explains the functionality of User Groups from an Admin perspective.

Overview

User Groups within Templafy are created and managed by Templafy Admins. User Groups are used to enable or distribute and filter features to a certain set of users. By creating a User Group, you are setting criteria a user has to match with in order to be able to access a certain feature. 

System User Groups

By default, on tenant creation, Templafy automatically creates four user groups: 

• Everyone: All users with access to this tenant.
• Internal: All internal users of this tenant.
• Invited: All users invited to this tenant.
• Partners: All partner users with access to this tenant.

How to set up User Groups

1. Go to Users section in the left-side menu of the Admin Center.
2. Go to the User Groups tab.
3. Click Create.
4. Name your User Group and hit Next.
5. Once you have created your User Group, you can then start to add one or more criteria.