Disable login flow in Templafy Desktop

This article describes how to disable the login flow for Templafy Desktop. This can be beneficial for customers who do not have the infrastructure to support a seamless login experience or enforce multi-factor authentication (MFA) and might be experiencing daily 'Access Templafy' pop-ups. An optional mechanism has been implemented to disable the login within Templafy Desktop and ask the users to log in to Templafy when using the application.

How to disable the login flow in Templafy Desktop

1. Navigate to the Office add-ins section in the Admin Center.
2. Click on the More options ellipsis menu in the top right corner.
3. Click on Templafy Desktop settings.
4. Uncheck Automatic login.
5. Click Save.

How does this affect the Templafy Desktop update mechanism?

When the user logs into Templafy, a refresh token will be set in the registry. Every hour, Templafy Desktop will check if a refresh token is set:

• If the refresh token is set, it will trigger Templafy Desktop to update instantly.
• If the refresh token is not set, Templafy Desktop will not update and will keep checking until the refresh token is set.

Additionally, the scheduled update around midnight local time will not attempt to authenticate the user.

MS number matching Multi-factor Authentication (MFA) notifications

Number matching is a security upgrade to traditional second factor notifications in Microsoft Authenticator push notifications. It improves user sign-in security by requiring users to type the number displayed on the sign-in screen to approve access requests.

Templafy Desktop has a built-in retry mechanism that will repeat the authentication request to the Identity Provider up to 5 times until it actively fails. If users experience a delayed multi-factor number matching authenticator prompt, please disable the Automatic login setting within the Admin Center.