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 start to add one or more criteria by selecting Add filter and setting the Conditions.

Available Filter Types

User Group filters are set up using criteria and conditions that are based on the claims and security groups received from your Active Directory.

• External groups: AD group claim value.
• User type: provides a dropdown with the pre-defined user types Internal, Invited or Partner.
• Email: this is a text field where you input an individual email address (one email address per condition).
• Domain: this is a text field where you input the email domain.
• First name: AD claim value.
• Last name: AD claim value.
• Display name: AD claim value.
• Address: AD claim value.
• City: AD claim value.
• Postal code: AD claim value.
• Country: AD claim value.
• State: AD claim value.
• Company name: AD claim value.
• Job title: AD claim value.
• Department: AD claim value.
• Telephone number: AD claim value.
• Mobile number: AD claim value.
• Facsimile number: AD claim value.
• Preferred language: AD claim value.