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

Tenant admin/owner access

 

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)

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

 

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

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 24h regardless of the IdP. If SCIM is in place, the creation and subsequent updates to claims will happen every 40mins.

 

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

 

Only tenant owners can assign rights Assigning access rights will take up to 5 minutes to be reflected

 

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

 

Only tenant owners can revoke access Revoking access will only remove the user's access to the Admin Center. In other words, the user will be downgraded from Admin/Owner down to tenant User. Revoking access rights will take up to 5 minutes to be reflected

 

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
   
   

  

It is not possible to delete your own user Only tenant owners can delete users

 

Related articles

User Groups User Profiles (Edit User Profile form)