Templafy for Admins

Getting started for new admins

• Accessing the Admin Center
• Navigating to the action menu of the tenant from the Admin Center
• Access levels in Templafy tenants
• Monitoring in Templafy
• Size limitations in the Admin Center

Account & authentication

• Account - general information
• Authentication configuration

Users

• General information about Users
• User Groups
• User Profile

Modules

• Modules section
• Modules overview and availability
• How to activate and deactivate modules
• How to target the distribution of Templafy modules
• Assigned Licenses

Spaces

• What are Spaces?
• How to add a new Space
• How to edit a Space
• How to reorder Spaces
• How to switch between Spaces
• How to manage Space owner(s) and members
• See all 9 articles

Libraries

• Library - general information
• Library configuration
• Library management
• Library & Validator
• Library & Offline templates
• Best practices

Email Signatures

• Email signature - general information
• Email signature management
• Email Signature for Microsoft 365
• Email signatures best practices

Integrations & Connectors

• Integrations & Connectors - General Information
• Packaged integrations
• Content Connectors
• App Connectors
• Delivery Connectors
• Data Connectors

Productivity

• Productivity in the Admin Center
• ProductivityPlus for Admins

AI Assistant

• AI Assistant - general information
• Universal AI Assistant
• Custom AI Assistant

Resources

• Managing Data Sources
• Standard and system generated Data Sources
• External Data Sources

Dynamics and Template Designer

• Dynamics - general information
• Dynamics packaging and capabilities
• Smart fields
• Response form

Office add-ins

• Office add-ins section
• Templafy add-ins
• Install Templafy
• Third party add-ins
• Advanced settings of Office add-ins (More options)

Engage

• How to manage Engage from the Admin Center