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Portal Management Overview

< 1 min read

From the Templatise add-in, you can go to the Portal, where several important operations are conducted by an admin.

On the Portal, admins can manage the following:

  • Company profile and subscription management
  • Users – by email or by Azure AD group, user roles management, assign users to workspace
  • Workspaces – create, edit, delete workspaces
  • Templates – move templates in and out of workspaces, approve or reject changes to templates from users
  • Data sources – create, edit, delete data sources
  • Custom lists – create, edit, delete custom lists

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