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Managing your user profile

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Maria Bendixen
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This article explains what is a user profile, how to add a user profile and how to manage it as an end-user.

 

Note

 
  • Go to the Web App in any browser and access your company's Templafy account, or access your User Profile within the Office applications.

 

What is a Templafy User Profile?

The Templafy User Profile is used to store office, company, contact, or custom information about Templafy end-users. Information about end-users from the User Profile can be utilized in the creation of dynamic templates/documents, in e-mail signatures (both generation and filtering), and filtering folders in the Templafy Library. The User Profile is usually completed during the onboarding flow (first installation and launch of Templafy on a user's computer) and can be edited afterward.

 

 
  • The top/first user profile is used for your default email signature if this module is enabled. 


How to manage User Profiles

  1. The end-user's User Profile can be accessed by going to your Templafy WebApp in a browser, at yourcompany.templafy.com, or within an Office Application. From here you go to the ellipsis in the top right-hand corner of the Templafy Library window and click the Manage User Profiles button seen below:
  2. Once in the Manage user profiles section, click the profile you want to update
  3. Edit your User Profile
  4. Click Save

 

Edit_User_Profile.gif

 

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