Access levels in Templafy tenants

Updated March 27, 2024 19:49

About this article

This article will explain the different roles and access levels available on a Templafy tenant on Hive. The four roles are tenant user, tenant admin, tenant owner, and space owner.

Assigning, editing, or revoking access rights to the Templafy tenant will take up to 5 minutes to be reflected.

Overview of access levels

End-user access

Depending on what has been made available on the Templafy tenant, tenant users will be able to, but is not limited to:

access Templafy in browser (WebApp, Engage & Email signature)
access application in Office programs and Office Online
manage and add personal User Profiles

By default, tenant users cannot access the Admin Center unless they are Space owners.

Admin Center access

Tenant admin, tenant owner, and space owner can perform any tenant users actions mentioned above. Additionally, they can all access the Admin Center.

Account tab

Action	Tenant owner	Tenant admin	Space owner
Edit account information	✔	✔	-
View assigned Partner	✔	✔	-
Edit Partner checkbox	Information Security only	-	-
Assign Partner	Templafy System Admin Group only	-	-
Edit authentication Method	✔	✔	-
Edit security tab	✔	✔	-
Edit API keys tab	✔	✔	-

Users tab

Action	Tenant owner	Tenant admin	Space owner
View users	✔	✔	-
Invite users	✔	✔	-
Remove user access	✔	-	-
Edit expiration date	✔	-	-
Assign/Remove Owner rights	✔	-	-
Assign/Remove Admin rights	✔	-	-
Create user groups	✔	✔	-
Edit user profile form	✔	✔	-

Modules tab

Action	Tenant owner	Tenant admin	Space owner
View modules	✔	✔	-
Activate/Deactivate modules	Templafy or Partner only	-	-
Target the distribution of Check, ProductivityPlus, and Email Signature	✔	-	-

Spaces tab

Action	Tenant owner	Tenant admin	Space owner
View Spaces	✔	✔	✔
Add/Edit/Cancel spaces	✔ (All spaces)	-	✔ (assigned spaces only)
Manage space owners	✔ (All spaces)	-	✔ (assigned space only)

Library configuration tab

Action	Tenant owner	Tenant admin	Space owner
Change Library names	✔	✔	-
Upload, download, delete templates	✔	✔	-
Enable/Disable AI tagging	✔	✔	-
Enable/Disable Template Libraries	✔	✔	-
Enable or disable macro-enabled spreadsheets	✔	-	-

Libraries tab

Action	Tenant owner	Tenant admin	Space owner
Perform all actions in library management	-	-	✔ (assigned space only)

Integrations tab

Action	Tenant owner	Tenant admin	Space owner
Perform all actions in integration management	✔	✔	-

Email Signatures tab

Action	Tenant owner	Tenant admin	Space owner
Manage email signature components	✔	✔	-
Edit email font settings	✔	✔	-
Add/Remove email domains	✔	✔	-
View email signature settings	✔	✔	-
Edit email signature settings	✔	✔	-

Office add-ins tab

Action	Tenant owner	Tenant admin	Space owner
Download Templafy Desktop MSI	✔	✔	-
View Templafy add-in configuration	✔	✔	-
Edit Templafy add-in configuration	Templafy or Partner only	-	-
View third-party add-ins	✔	✔	-
Upload third-party add-ins	Templafy or Partner only	-	-
Edit third-party add-ins	Templafy or Partner only	-	-
Validate third-party add-ins	Information Security only	-	-
Approve third-party add-ins	Information Security only	-	-
Activate third-party add-ins	Templafy or Partner only	-	-
View settings	✔	✔	-
Edit settings	Templafy or Partner only	Templafy or Partner only	-