Setting Up Your Organization
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 GroupTo add a group:
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If you are not already on the Users page, click Users.
The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.
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At User Groups, click Edit.
In addition to any already created groups, a blank text box is displayed.
In the text box, type in the name you want for the new group.
Click
. The group is added.
Editing a Group's NameTo edit a group's name:
-
If you are not already on the Users page, click Users.
The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.
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At User Groups, click Edit.
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Click the group name you want to edit and type in the new name.
Click
. The edited group name is saved.
Deleting a GroupTo delete a group:
Ensure the group has no members. You cannot delete a group with existing members.
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If you are not already on the Users page, click Users.
The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.
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At User Groups, click Edit.
-
A delete icon is displayed beside each existing group.
On the row for the group you want to delete, click
. The group is removed from the display. It is not yet deleted.To delete the group, click
. 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.
To assign a contract:
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If you are not already on the Contracts page, click Contracts.
The Contracts page is displayed.
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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.
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.
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In User Groups, click the drop-down.
A list of available groups is displayed. If the contract is assigned to a group,
is displayed.
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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.
Click
. The contract is assigned.
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 UserTo add a user to your Cloud License account:
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If you are not already on the Users page, click Users.
The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.
-
At the top right of the page, click
. The New User dialog box is displayed.
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Type in the user's details.
Field Description First Name
User's first name.
Last Name
User's last name.
Type
The user may be a regular user or a moderator. You should only give the moderator’s rights to those responsible for managing users and licenses.
Note: Moderators can create and delete user accounts.
User Group
Every user must belong to a group. No user may belong to more than one group.
Email
User’s email address.
Note: The system uses the email address entered here to send the user an activation email. The user needs to respond to the email to activate the user’s cloud license.
Click
. The user is added and an activation email is sent to the user.
Editing a User's Details-
If you are not already on the Users page, click Users.
The Users page is displayed with a list of groups on the left. The members of the highlighted group are displayed on the right.
On the left side of the page, select the group to which the user belongs.
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Select the user whose details you want to edit.
The user’s details are displayed in a form on the right of the page.
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.
Edit the details as required, then click
. 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.
From the Users page, select the group to which the user belongs.
Select the user with the expired invitation.
Select Cancel Invitation. The email link sent to the user is deactivated. The user is not notified of the cancellation.
With the invitation canceled the user can be added again to receive a valid invitation link.
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