Administrating Organization Licenses with the Customer Portal

The Graebert Customer Portal lets administrators manage and maintain organization licenses with a Graebert Account.

An organization uses one permission key for ARES products for multiple users.

More organization licenses for multiple users can be added anytime to the organization, for example, if the organization purchases another license type or an additional license for multiple users with a different duration.

Note: Licenses for organizations do not require a physical network. Use Flex Licenses to share a license with multiple users in several locations in a network.

The person who creates an organization in the Customer Portal acts as the administrator of that organization.

As the person responsible for ARES licenses of an organization, you can

New Organization / Organization Profile

Creating a new organization allows an administrator to manage the relationship between users and permissions to use ARES products.

It is required to have created a Graebert Account to access the Customer Portal which lets you create a new organization.

You can use the Profile panel to change information about the organization anytime.

To create a new organization:

  1. Log into the Graebert Account.
  2. On the Dashboard, click My Organization.
  3. In Profile, click Create a new organization.

    The form to edit the organization profile expands.

  4. Specify the required information about the organization (organization name, organization address, contact person, and contact data such as e-mail address and phone number).
  5. Click Create a new organization.

To edit the organization profile:

  1. In the Customer Portal, click Organization, then Profile.
  2. Edit the information about the organization (organization name, organization address, contact person, and contact data such as e-mail address and phone number).
  3. Click Save.

To add an organization license:

 

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Organization Users

The Users panel lets you define the group of persons who can share the organization license.

To assign permissions for products to users, use the Permissions panel.

As an administrator, you can

Users who were invited to share an organization license receive an e-mail with a link to confirm participation.

 Note: Each user of the organization who is granted permission to use the organization license must have an Graebert Account.

To invite users to participate in sharing organization license permissions:

  1. In the Customer Portal, click Organization, then Users.
  2. In the input area, specify – separated by semicolon – the e-mail addresses of members of your organization who are selected to participate in using organization license permissions.
  3. Click Invite Users.

    The new users are added to the list of participants who can share the license(s) of the organization.

    All invited users receive an e-mail to participate.

    As long as a user has not confirmed the invitation by clicking the corresponding link in the e-mail, his membership is marked as "Pending".

    As an administrator, you can invite more users anytime.

    Note: User accounts that are already part of another organization cannot be added to an additional organization.

To enable or disable participations:

  1. In the Customer Portal, click Organization, then Users.
  2. From the list of participants, select a username.
  3. Click Disable to remove the specified user from the group of persons who can share the organization license.

    - or -

    Click Enable to readmit the specified user to the group of persons who can share the organization license.

    Note: If you disable participation of a user, the name will disappear form the permission lists of all products unter Permissions.

To determine a co-administrator:

  1. In the Customer Portal, click Organization, then Users.
  2. From the list of participants, select the name of a user who is entitled to participate.
  3. Click Co-admin.

    Note: You can specify only one person as co-administrator.

To remove users from the list of participants:

  1. In the Customer Portal, click Organization, then Users.
  2. From the list of participants, select a username.
  3. Click Remove.

    Note: You can invite the user again anytime to rejoin the group of persons who can share the organization license.

Organization Products

Use the Products panel to add licenses the organization purchased and to monitor the status of the applications in use.

To add an organization license:

  1. In the Customer Portal, click Organization, then Products.
  2. In the input field, specify the permission key you received for your organization license.
  3. Click Add product to my list.

    The name of the software product appears under My Products, for example, ARES Commander.

  4. Click the arrow  next to the product name to expand product information, which includes start and expiration date, license type (annual, perpetual, etc.), and license key.

 

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Organization Permissions

Use the Permissions panel to distribute permissions per ARES product to users.

To manage the devices the organization uses to run your ARES products:

  1. In the Customer Portal, click Organization, then Permissions.
  2. Click the arrow  next to the product name to expand a product.

    Under Available Licenses, the license or the licenses of the organization appear.

    The license type(s) displays as well as the current number of permissions in use and the maximum number of users.

    Below the license(s), the users who can share the license(s) are listed.

  3. If you manage more than one organization license, click the bullet in front of a license to select it.

    The selected license is marked by a highlighted (yellow) bullet .

  4. In the list of users, click the box in front of a username to enable or disable the user's permission to use the specified organization license.

    The users who can share the license are marked by a highlighted (yellow) box .

 Note: Make sure to advise users in the organization when their permissions have changed.

 

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Related Topics

Managing an Account with the Customer Portal

Parent Topic

Creating and Managing a Graebert Account