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Users (Manage All Users)

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About this article

This article will explain what is possible to see and edit if you go to the Users tab in the Admin Center of a Templafy tenant. 

Sections in this article:

 

Prerequisites

 

 

Users List

  1. Search for Users in the User list by searching for either: first name, last name, or e-mail
  2. Activity, filter the view by the last time the user authenticated int to the tenant
  3. Role, filter the view by the role (user, admin or owner)
  4. SCIM, filter the view by user that have been created and/ or updated via SCIM
  5. View the total number of users
  6. User list, download the user list as a CSV file
  7. User Profile data, download the user profile data as a CSV file
  8. Last seen is the date the last time the user triggered an authentication flow. The authentication flow can be triggered by a browser, the web or VSTO add-in the Templafy desktop application. Please note that if a Templafy refresh token is already being issued, the authentication flow with the Identity Provider is not triggered.

 

Downloading the user list as a CSV file

Download a complete list of the users on the tenant containing: 

  • UserId
  • User name
  • User email
  • User creation date
  • User last seen date
  • User role (user, admin, or owner)
  • User type (internal, invited, or partner)
 
  • Only tenant owners can download the user list

 

Downloading the user profile data as a CSV file

Download a list of the primary user profiles for all users on the tenant. 

  • UserProfileId
  • UserId
  • Each user profile field will have its own column with the current value from the primary user profile of the user
  • IsValid will provide an indication if the user profile of the user is considered complete or incomplete
    • IsValid = 0: at least one required form field doesn't contain a value
    • IsValid = 1: all required form fields contain a value
 
  • Only tenant owners can download the user profile data
  • Only the primary user profile of the user will be downloaded, secondary user profiles will not be shown in the CSV file. 

 

User Information

By selecting a user, the side pane will show you more specific information about the user:

  • Email
  • Created
  • First seen
  • Last seen
  • User Role

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User Claims and Groups

For customers utilizing SSO, the claims and groups received for a specific user can be displayed in the Admin Center.

  1. Select the user
  2. In the ellipsis menu select View claims
  3. Navigate between SSO claims and SSO groups

ClaimsGroups_AdminCenter.png

 
  • Only tenant owners can view claims and groups

 

 
  • Claims are synced from the Active Directory upon user logging in to Templafy
  • Claims are updated upon renewal of the Refresh Token, which is valid for 8h, 24h or 30d, regardless of the IdP.
  • If SCIM is in place, the creation and subsequent updates to claims will happen once the IdP sends the update, for Microsoft Entra ID this is ca. every 40mins.

 

Assign Rights

  1. Select or hover over the user
  2. Click on Edit access in the side pane or from the three dots icon
  3. Select the desired role from the drop-down menu
  4. In order to grant a user access to edit a Library, toggle Access to selected spaces and determine which spaces the user should have access to 
  5. Click Save

Items.png

 

Once a new Owner/Admin is assigned to a tenant, that user will receive an automated email notification of their updated access rights.

 

 
  • Only tenant owners can assign rights.
  • Assigning access rights will take up to 5 minutes to be reflected.
  • Space owners can also be assigned in the Spaces section of the Admin Center. Any changes made in either of these places will be reflected in the other.

 

Update Level of Access

In order to change the access level of an individual:

  1. Select or hover over the user
  2. Click on Edit access in the side pane or from the three dots icon
  3. Update the role of the individual
  4. Click Save

 

Delete Users

In order to delete a user:

  1. Select or hover over the user
  2. Click on the three dots icon
  3. Click on Delete
  4. Click on Confirm in the pop-up window

 

Bulk Delete Users

In order to bulk delete users:

  1. Either select individual users to delete or select the box to the left of the Name column to select 50 users
  2. Click the Delete button
  3. Click the Confirm button

BulkDelete2.gif

 

 
  • Owners are now able to filter the users based on certain criteria including Activity (Last seen in the past 30, 60 or 90 days), Role (Owner, Admin, and User) and whether the user has been provisioned via SCIM. These filters can be applied when bulk deleting users
  • It is not possible to delete your own user
  • Only tenant owners can delete users

 

 

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