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How to update the User Profile with information from company data

This article explains how to initiate an update to a User Profile with information coming from company data.

  1. Go to Templafy in a browser or via an Add-in.
  2. Go to the ellipsis in the top right-hand corner of the Templafy Library window and click the Manage User Profiles button.
  3. Click the profile you want to update.
  4. Click on the synchronization button to the right of Update your user profile from your company data.
    UpdateFromCompanyDataClick.png

  5. When the synchronization is complete, fields will be populated if such data is available from mapped Active Directory claims.

    UpdateFromCompanyData.png

  6. Click Save.

  Note

If an Admin has enabled the option to auto-update information from AD Claims, then the field will be marked with green status Updated automatically.

SSO templates taskpane end_user_role
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