Admins of Shared Email Templates company or team accounts can manage their users in the Shared Email Templates app.
If you're an admin of a company or team account, you can access your users' records by opening the More menu on the Shared Email Templates pane in your Outlook or Gmail and selecting Manage account.
When the Shared Email Templates app opens in your default browser, go to the Users section on the Manage account tab.
You'll see a table like the one in the screenshot below:
The structure of users' records is as follows:
Tip. If a user's subscription is expired, this user's whole record turns red.
You can filter users' records by both a subscription status (Active or Expired) and a subscription key. To start filtering, click the icon shown in the screenshot below.
To easily find a user among the others in the list, use the search box.
Being an admin of a company or team account created via signing up with email, you can create a user account by following these steps:
Fill in the Account section.
Tip. You can also use Azure Active Directory to look for users' details. Just click this icon:
A dialog showing a list of available subscription keys will appear so that you can select the necessary key.
Tip. If you have recently bought a subscription and want to add the key associated with it to the list, go to Account Details and select Add Key.
As soon as you create the user account, the user will receive a notification email inviting them to sign in to their Shared Email Templates account with their email address and a one-time password.
Note. When trying to sign in to their account for the first time, the user will be requested to accept the Shared Email Templates Terms of use and Privacy policy.
The user will also be asked to change the password that was assigned to them temporarily.
If you want to change a subscription key that was assigned automatically, use any of the two following options: Assign key or Assign key to selected users. Then click the Import button.
If something goes wrong, the importing results dialog will contain detailed information on the occurred errors. For example, an error will occur if your colleague already has a Shared Email Templates account and therefore can't be added to yours.
To see an error description in full, hover the cursor over it.
Tip. By clicking the icon shown in the screenshot below, you can copy importing results to the clipboard.
Then you can paste the importing results into an Excel workbook, for example. With the Excel Text to Columns feature available on the Data tab, you can split the column containing the importing results. You need to select Comma as a delimiter.
If you want to change a subscription key that was assigned automatically, use any of the two following options: Assign key or Assign key to selected users. Then click the Import button.
If something goes wrong, the importing results dialog will contain detailed information on the occurred errors. For example, an error will occur if your colleague already has a Shared Email Templates account and therefore can't be added to yours.
To see an error description in full, hover the cursor over it.
Tip. By clicking the icon shown in the screenshot below, you can copy importing results to the clipboard.
Then you can paste the importing results into an Excel workbook, for example. With the Excel Text to Columns feature available on the Data tab, you can split the column containing the importing results. You need to select Comma as a delimiter.
Being an admin of a company or team account created via signing up with email, you can create user accounts at one go by importing users' records in bulk:
If something goes wrong, the importing results dialog will contain detailed information on the occurred errors. For example, an error will occur if one of the users on your list already has a Shared Email Templates account and therefore can't be added to yours.
To see an error description in full, hover the cursor over it.
Tip. By clicking the icon shown in the screenshot below, you can copy importing results to the clipboard.
Then you can paste the importing results into an Excel workbook, for example. With the Excel Text to Columns feature available on the Data tab, you can split the column containing the importing results. You need to select Comma as a delimiter.
If you're an admin of a Shared Email Templates company or team account, you can export your users' records.
In a .csv file that will be downloaded to your device, you'll find all your users' email addresses, names, subscription keys, and teams.
Being an admin of a company or team account, you can grant admin rights to another user.
To make some changes to a user profile, go to the Users section in the Shared Email Templates app and click a row containing the user's record. The user profile will appear on a sidebar so that you can correct the user's first and last name, assign a new key, create and edit profile properties, add the user to a team, change their role there, and drop the user from a team if needed.
You can also get access to editing a user profile, assigning a subscription key, and editing profile properties via the More menu in the users' list. To open this menu, click the three dots next to a user's full name.
If you're an admin of a company or team account, you can make My Templates, Signatures, or Mail Merge unavailable to all or selected users.
To delete a user account, click the three dots that are on the right of the user's full name in the users' list and select the Delete option.
To open your profile, click the three dots in the lower-right corner of the Shared Email Templates pane, and then select Profile.
There are four sections in your profile: My Account, My License, My Properties, and My Teams.
To learn more, visit these help pages:
Inserting images from OneDrive and SharePoint: SSO
Attaching files from OneDrive and SharePoint: SSO
You can open your profile by clicking the three dots in the lower-right corner of the Shared Email Templates pane and selecting Profile.
Your profile has four sections: My Account, My License, My Properties, and My Teams.
Additionally, you can make sure that Use single sign-on (SSO) where possible is on.
To learn more, visit these help pages:
Inserting images from OneDrive and SharePoint: SSO
Attaching files from OneDrive and SharePoint: SSO
Post a comment
Seen by everyone, do not publish license keys and sensitive personal info!