Bulk User Management Actions

The Administrator can start adding users to their organization by selecting the ellipsis menu on the Users tile and clicking Invite users.

1. Select Bulk.
2. Download the .csv template.
3. Fill in the emails of users to be invited.
4. Save the .csv file and upload it.

5. After selecting Send invites, you will be presented with a status screen.

6. Once the invitations are sent, the users receive an email that they have been invited to the organization.

7. The Administrator will receive an email with a link, leading to the status of the invitations.

In case of failed invitations, select See failed invitations and you will be provided with information on why the invitations were not sent.

From the Main Admin Page

You can remove multiple users by selecting the checkboxes next to their names and choosing Users > Remove users from the menu at the bottom of the page.

You will be presented with a screen of the selected users, where you can edit the selection by using the checkboxes.

After selecting the Remove X users button, the Administrator will be notified that X users will be removed. In order to successfully remove them, all their products must be removed, and they should not have any borrowed licenses for offline use.

A notification of successful and/or failed user removals will appear.

Select the See failed removals (if any) button. You will be presented with the users who are not removed and the reason.

You can download a .csv file with the emails of the users that failed to be removed and the reason why.

The information in the file then can be used to bulk revoke products, for example. All users who have been successfully removed from the organization will receive a notification email.

Select the ellipsis menu at the Users tile and then select Remove users.

You will be presented with a screen to select Manual or Via .csv file removal of users.

Select Manual and click Continue.

You will be presented with a list of all users added to the organizationл

Select the users to be removed by using the checkboxes next to their names and click on Remove X users.

The process continues the same way as per Removal of Users from the Main Admin Page.

Select the ellipsis menu at the Users tile and then select Remove users.

You will be presented with a screen to select Manual or Via .csv file removal of users.

Select Via .csv file and select Continue.

Download the .csv template.

Fill in the required information in the .csv template file - the emails of the users to be removed from the organization.

Save and upload the .csv file.

Select the users to be removed by using the checkboxes next to their names and click Remove X users.

The process continues the same way as per Removal of Users from the Main Admin Page.

Product License Assignment From the Main Admin Page

Select the users to whom you want to assign licenses, from the main page by using the checkboxes next to their names.

Choose the Products > Assign option from the menu at the bottom of the page.

You will be presented with a list of the preselected users that you’d like to assign licenses to.

Select the Continue with X users button.

Selects the products to be assigned to the chosen users and click Continue.

Select the expiration date of the product and click Continue with X products.

You will be presented with a summary of the bulk assign, select Assign to X users.

A notification of the process finalization is present. Each of the users will receive a notification email that a license has been assigned to them from the administrator of the organization.

Select the ellipsis menu on the Products tile and click Assign products.

Select Manual product assignment and click Continue.

You will be presented with a list of all users within the organization.

You can select which of them will be assigned a product license by using the checkboxes next to the user names.

Click on Continue with X users.

The process continues the same way as per chapter Product License Assignment From the Main Admin Page.

Select the ellipsis menu on the Products tile and click Assign products.

Select Via .csv file product assignment and click Continue.

Downloads the .csv template file.

Fill in the required information - the email addresses of the users to be assigned with products licenses.

Save and upload the .csv file.

You will be presented with a list of the preselected users that you’d like to assign licenses to.

You can edit the list by using the checkboxes next to the names of the users and than select Continue with X users.

The process continues the same way as per the chapter Product License Assignment From the Main Admin Page.

License Revoke from the Main Admin Page

Select the users to revoke products from by using the checkboxes next to their names.

Select the Products > Revoke option from the menu at the bottom of the screen.

You will be presented with a screen with the preselected users, click on Continue with X users.

Select the products to be revoked from these users and click Continue.

You will be presented with a summary of the products to be revoked, select Revoke X products.

The products are being revoked — users will receive email notification.

Navigate to the ellipsis menu on the Products tile and select Revoke products.

Select Manual and click Continue.

You will be presented with a list of all users within the organization.

Select the users you would like to revoke products from and click Continue with X users.

The process continues the same way as per chapter License Revoke from the Main Admin Page.

Navigate to the ellipsis menu on the Products tile and select Revoke products.

Select Via .csv file.

Download the .csv file template.

Fill in the required information - emails of the users from whom the licenses will be revoked.

Save the file and upload it.

You will be presented with the list of users which can be edited by using the checkboxes next to their names.

Select Continue with X users.

The process continues the same way as per chapter License Revoke from the Main Admin Page.