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Setting Up Your Organization

In outline, to set up your organization to use the Browzwear Cloud License, do the following, in order: Add groups Assign contracts t...

Updated over 2 weeks ago

In outline, to set up your organization to use the Browzwear Cloud License, do the following, in order:

Adding and Editing Groups

You can add groups to your Cloud License account. You can also edit a group name, and delete a group.

For more information, expand the following:

Adding a Group

To add a group:

  1. If you are not already on the Users page, click Users.

    users.png

    The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.

    users-page.png
  2. At User Groups, click Edit.

    users-edit.png

    In addition to any already created groups, a blank text box is displayed.

    add-group-textbox.png
  3. In the text box, type in the name you want for the new group.

  4. Click

    tick.png

    . The group is added.

Editing a Group's Name

To edit a group's name:

  1. If you are not already on the Users page, click Users.

    users.png

    The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.

    users-page.png
  2. At User Groups, click Edit.

    users-edit.png
  3. Click the group name you want to edit and type in the new name.

    edit-group.gif
  4. Click

    tick.png

    . The edited group name is saved.

Deleting a Group

To delete a group:

  1. Ensure the group has no members. You cannot delete a group with existing members.

  2. If you are not already on the Users page, click Users.

    users.png

    The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.

    users-page.png
  3. At User Groups, click Edit.

    users-edit.png
  4. A delete icon is displayed beside each existing group.

    groups-delete.png
  5. On the row for the group you want to delete, click

    delete.png

    . The group is removed from the display. It is not yet deleted.

  6. To delete the group, click

    tick.png

    . The group is deleted.

Assigning Contracts

The details of your contracts are added by Browzwear. A contract includes a specific version of a Browzwear product - for example, VStitcher 2019 August Edition - and a number of seats (or licenses) as well as the license expiry date and, if applicable, the Annual Maintenance Contract expiry date.

Note

You may assign each contract to one or more groups. If you do not assign a contract, its licenses are available to users in all groups.

To assign a contract:

  1. If you are not already on the Contracts page, click Contracts.

    cntrcts-UI.png

    The Contracts page is displayed.

    contracts-page-3.7.png
  2. Select the contract or contracts you want to assign. Contract details are displayed in a form on the right of the screen. For example, the following image shows that Group #2 is selected.

    product-type.png

    Note

    If you select multiple contracts, a summary is displayed in the form on the right of the screen. You can use this technique to assign multiple contracts to one or more groups.

    multi-contracts.png
  3. In User Groups, click the drop-down.

    drop-down-a.png

    A list of available groups is displayed. If the contract is assigned to a group,

    selected.png

    is displayed.

    drop-down.png
  4. Click a group to assign the contract to the group. Alternatively:

    • Clear the selection to remove the contract from a group.

    • Click Everyone to assign the contract to all groups.

  5. Click

    tick.png

    . The contract is assigned.

Tip

You can use the same procedure to change the assignment of a contract.

Adding and Editing Users

You can add users to your Cloud License account. You can also edit a user’s details, and delete a user. For more information, expand the following:

Adding a User

To add a user to your Cloud License account:

Editing a User's Details

  1. If you are not already on the Users page, click Users.

    users.png

    The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.

    users-page.png
  2. On the left side of the page, select the group to which the user belongs.

  3. Select the user whose details you want to edit.

    The user’s details are displayed in a form on the right of the page.

    edit-user.png

    Note

    If Cancel Invitation displays in the form, it means the user has been sent an email to activate the account but has not yet done so. Click Cancel Invitation to cancel the invitation. The email link sent to the user is deactivated. The user is not notified of the cancellation.

    You can select multiple users at the same time, in which case summary details are displayed in the form on the right side of the page. You can use this technique, for example, to change the type or the group for multiple users.

    multi-users.png
  4. Edit the details as required, then click

    tick.png

    . The edited user details are saved.

The cloud license invite is valid for 30 days. If an invalid token message is when selecting the cloud license activation link, the invite has expired. Use the following steps to resend the invite.

  1. From the Users page, select the group to which the user belongs.

  2. Select the user with the expired invitation.

  3. Select Cancel Invitation. The email link sent to the user is deactivated. The user is not notified of the cancellation.

  4. With the invitation canceled the user can be added again to receive a valid invitation link.

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