UpSlide Portal - Managing licenses

Avatar
Written by Julien | Updated

To access the Portal, go to portal.upslide.net. The Portal allows you to manage your licenses and adjust UpSlide's configuration settings for your team. Your login details should be provided to you by your UpSlide account manager. If you have any doubts or need another login to access the Portal, don't hesitate to contact support@upslide.net.

 

 

Purchasing licenses and options

When logging in to the Portal, you'll have direct access to your dashboard, which contains the following:

  1. A summary of all the licenses assigned and available and the options subscribed.
  2. A detailed view by account if teams are separated into different entities.

The Details by Account allows you to purchase new licences or options. If you manage multiple accounts, you can use this area to transfer licenses from one account to another.

AccountPlatform1.png

Managing licenses

Overview of all users

To get an overview of all current UpSlide users click on Users. It shows the license status, available options and version in use for each user.

Users.png

The different license statuses are:

  • Assigned: the user has been granted a license but has not activated UpSlide yet.
  • Activated: the user has activated UpSlide.
  • Expired: the user hasn't used UpSlide since the annual license renewal date. If the renewal occurred recently, this status is to be expected. You can check the renewal date by clicking the > next to a user's license to see the license expiration date.

Adding single users

To assign a new license, click on Add a user. The popup allows you to fill in the necessary information, such as email address, which account they should be part of, and the options they might need. You can also add tags or assign a User group to manage your teams better. 

Add_User.png

Note
Available options depend on what you have purchased and assigned. If you have purchased two administrator options and have them both assigned to other users, you won't be able to give this option to a new user until you remove it from an existing administrator.

Editing or removing single users

To edit user information, click on the pen icon in the User dashboard view. The changes will be applied to the user when they restart Microsoft Office. Similarly, you can click on the trashcan icon to delete a user license. They will lose access to UpSlide when they next restart Microsoft Office. To reassign a license to a different user, we recommend deleting the former before adding the latter.

Adding or editing multiple users

To add or delete multiple users, you can click Export to download the list of all users in a .csv or .xslx file. We recommend downloading the .xslx as non-English language machines can corrupt CSV files.

Each line in the file refers to a single user. If you want to edit an existing one modify the row. If you want to add a new license, add a new row of data at the bottom.

Once you have made your edits, click on Import to upload the changes to the UpSlide license server. These changes are instantaneous, so newly added users can immediately activate UpSlide and users with newly added options can restart MS Office to access the additional functionalities. 

Tip
If you want to add multiple tags, separate them using the pipe symbol, e.g. Tag 1|Tag 2|Tag N

User requests

A user who has UpSlide installed on their computer but who hasn't been granted a license yet can send a request for one. These requests are visible in the section Requests.

You can click on the + sign next to the request to create a license as you would for a single user.

Requests.png

By going into My profile, you can also turn on notifications to receive an email every time someone without a license tries to activate UpSlide.