Users (manage all users)

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:

• Users list
• User information
• User claims and groups
• Assign rights
• Revoke access
• Delete users

Prerequisites

Users list

• Search for Users in the User list by searching for either: first name, last name, or e-mail (highlighted in red)
• View the total number of users (highlighted in yellow)
• Download the user list as a CSV file (highlighted in green)
• Download the user profile data as a CSV file (highlighted in purple)

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)

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

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

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

Assign rights

In order to assign access rights to a user:

1. Select the user
2. Click on Assign Access in the side pane
3. Select the desired role from the drop-down menu
4. Click on Assign in the pop-up window

OR

1. Hover over the user
2. Click on the three dots in the side pane and select Assign Access
3. Select the desired role from the drop-down menu
4. Click on Assign in the pop-up window

Revoke access

In order to revoke access to a user:

1. Click on the more action button (ellipsis menu) 
2. Click Revoke access

OR

1. Select the User and revoke access from the dropdown shown in the right side pane

Delete users

In order to delete a user:

1. Select the user
2. Click on the ellipsis menu
3. Click on Delete
4. Click on Delete in the pop-up window

OR

1. Hover the user
2. Click on the three dots in the side pane and select Delete
   
   
   
   
3. Click on Delete in the pop-up window
   
   

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