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ReliaSoft: The User Information and Product Assignment Window

 

This window allows you to modify a user's name and/or the products assigned to the user. It is accessed from the License Administrator Console by clicking Associate a new user with this license key or by choosing an existing user in the Included Users list and clicking Modify this user's name and assigned products.

First, specify the user that you want to work with. To do this, you can do one of two things:

 

  • Choose an existing user

You can choose the user from a list of users that are already associated with the institution. If you opened the window in order to modify information for someone who is already associated with the Product License Key, the user will already be selected in the Available Users list at the top left and the user's assignments will be loaded. If you are associating a new user, you can click a name in the Available Users list to view the user's name and e-mail address. After you have confirmed that this is the correct person, click Choose this Available User to load the user's assignments.

 

  • Manually enter user information
    Enter the user's first and last names and e-mail address and click Add this New User to associate the user with the Product License Key. Note that if the e-mail address is already associated with the institution, you will be asked if you would like to use the existing user; if you click No, the E-mail field will be cleared and you will need to enter a new e-mail address. If the name fields and/or E-mail field are already populated, you can click Reset Form to clear any selections and type new information.

 

Once you have specified the user you are working with and loaded any product assignments, you can change the user's name by editing the First Name and/or Last Name fields and clicking Modify this User's Name. You can use the bottom of the window to change the products assigned to the user.

 

The Available area (on the left) displays those products associated with the Product License Key, where the user does not have a Named User Activation in use or assigned. The Assigned area (on the right) displays those products that are already assigned to or activated by the user. To assign a product to the user, do one of the following:

 

  • Double-click a product in the Available area.
  • Select a product in the Available area and then click the Add button.
  • Click the Add All button to assign all available products to the user.

 

Note that for suite licenses, moving one product between areas moves all products (i.e., all products are assigned/removed simultaneously).

 

You can also remove assigned products from the user. You cannot, however, remove activated products.

 

Click Update Assignment to submit your changes and close the window.