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Admin Center & Admin features

About this article

This article will explain how to access the Admin center, which Admin features are available and what type of actions Admins can do in the Admin Center. 

Sections in this article:

Prerequisites

 
  • Admin access to Templafy tenant
  • Templafy One WebApp

 

Accessing the Admin Center

  1. Go to the WebApp 
  2. Click on the ellipsis menu 
  3. Click on Administration, like shown below

admincenter1.png

 

The Admin Center

admincenter2.png

 

 

Users & User groups

Users 

admincenter3.png

 

Admins can:

  • See a full overview of all users 
  • Invite new users
  • Export user list to a CSV file
  • Manage access levels and change other users' access levels to Admins
  • Delete Users 

 

User groups

User groups are used to control which users have access to certain features, e.g. offline use of Templafy.

admincenter4.png

 Admins can:

  • Create new User groups
  • Manage/edit existing user groups

 

Libraries & Company data

Features available to Admins in Libraries

  • Create folders / folder structure
  • Upload files
  • Delete files
  • Organize files and folders 
  • Rename files and folders
  • Replace uploaded files 
  • Tag files
  • Create/Edit your company information (addresses, contact information, legal disclaimers etc.)

admincenter5.png

Admins can:

  • Access and manage company templates and assets
  • Upload, delete, replace, move, download company templates and assets
  • Configure filters
  • Add tags
  • Add external libraries

 

Company data

Company data is a collection of various resources which are used for delivering personalized, on brand and compliant templates to Users, including logos, company addresses, legal disclaimers, languages, and translations.

admincenter6.png

Admins can:

  • Add new data sources
  • Upload and download data into data source editor
  • Upload company logos, themes, fonts and styles

 

Other

admincenter7.png

Go to app

Go to app navigates you to the WebApp of the Templafy tenant. 

 

Contact Templafy

Contact Templafy directs you to support@templafy.com inside your email client.

 

Support

Contact Templafy navigates you to Templafy's Support site: templafyone.templafy.com

 

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