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How to target the distribution of Templafy modules

This article will explain how to distribute the Templafy modules to a targeted group of users. 

  Prerequisites

Which module can be targeted in Templafy? 

Only a subset of modules can be targeted to specific user or user groups: 

  • Check module
  • ProductivityPlus module
  • Email Signature modules
  • AI Assistant module 

How to target distribution of Templafy modules

  1. Navigate to the Modules tab 
  2. Find the activated module you want to distribute, and click on View details
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  3. Add or remove the required users or user groups by clicking on the arrows appearing while hovering a user/user group
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  4. Click Save changes

  Note

  • Modules can be distributed to an existing user or user group.
  • Users or user groups must be added; If no selections are made, no users will receive the add-in. 

  Important

  • Adding a user group or editing a user group assigned to a module will be refreshed hourly. After the refresh takes place, end-users will receive the correct add-ins with the next Templafy Desktop update. 
  • Adding or removing individual users assigned to modules will be instant. End-users will receive the correct add-ins with the next Templafy update.
  • The ability to target distribution applies to Check, ProductivityPlus, AI Assistant, and Email Signature modules only.
  • Server Mode is not supported.
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