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
- Bulk delete users
Prerequisites
Users list
- Search for Users in the User list by searching for either: first name, last name, or e-mail
- Activity, filter the view by the last time the user authenticated int to the tenant
- Role, filter the view by the role (user, admin or owner)
- SCIM, filter the view by user that have been created and/ or updated via SCIM
- View the total number of users
- User list, download the user list as a CSV file
- User Profile data, download the user profile data as a CSV file
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)
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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
-
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User information
By selecting a user, the side pane will show you more specific information about the user:
-
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.
- Select the user
- In the ellipsis menu select
View claims
- Navigate between
SSO claims
andSSO groups
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Assign rights
In order to assign access rights to a user:
- Select the user
- Click on
Assign Access
in the side pane - Select the desired role from the drop-down menu
- Click on
Assign
in the pop-up window
OR
- Hover over the user
- Click on the three dots in the side pane and select
Assign Access
- Select the desired role from the drop-down menu
- Click on
Assign
in the pop-up window
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Revoke access
In order to revoke access to a user:
- Click on the more action button (ellipsis menu)
- Click
Revoke access
OR
- Select the User and revoke access from the dropdown shown in the right side pane
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Delete users
In order to delete a user:
- Select the user
- Click on the ellipsis menu
- Click on
Delete
- Click on
Delete
in the pop-up window
OR
- Hover the user
-
Click on the three dots in the side pane and select
Delete
- Click on
Delete
in the pop-up window
Bulk delete users
In order to bulk delete users:
- Either select individual users to delete or select the box to the left of the
Name
column to select 50 users - Click the
Delete
button - Click the
Confirm
button
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