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Convert Existing Licenses to Cloud Sign-in
1 - Sign-in to the CSI Customer Center (https://account.csiamerica.com) and navigate to Manage Software → Upgrade and Convert Licenses
2 - Select the licenses that you wish to upgrade or convert to use Cloud Sign-in Licensing, then click "Generate Quote".
3 - Click through the Quote Generation and Order Submission process. Once you have converted your licenses, your old licenses will continue to work for 90 days.
4 - Once your order has been processed, you will receive an email informing you that your Cloud Sign-in Licenses have been provisioned.
Add / Manage Users through the User Management Dashboard
1 - Sign In to the CSI Customer Center (https//account.csiamerica.com) and navigate to Settings → User Management Dashboard.
2 - You can add users one at a time using the "+ Add New User" button. Choose a role that has the Cloud Sign-in Software Access permission.
The following "Template" roles have the Software Access permission.
Administrator
Sales & Technical Support (Basic)
Technical Support - Advanced
Technical Support - Basic
License & Software Management (Advanced)
If you want to create your own role with custom permissions, you can do so through the Roles tab of the User Management Dashboard.
3 - Alternatively, you can import users in bulk, by:
1A. Export a Microsoft Excel template of your existing users, then add additional users to as new rows
2B. Importing the users.
Download and Install CSI Software
- Once you recieve licenes provisioned email, navigate to customer center -> manage software -> downloads (also linked to in the email you receive).
- download cloud sign in installation.1 - Sign In to the CSI Customer Center (https//account.csiamerica.com) and navigate to Mange Software →Downloads.
2 - Find the download of the software you wish to install and click "Download Installation".
- run installer.
- Show screen to select Cloud Sign-in License Mode
- Mention that this can be changed later thru the CSI License Assistant
Run CSI Software
- Show Login Screen
- Once application starts show Help -> License Information form
- Highlight Asset ID
Manage Cloud Sign-in Licenses
- While applcation is running, open CSI Customer Center -> Cloud License monitor
- Highlight same asset is listed in the CLM
- Show that you can terminate the session
- users can terminate their own sessions
- useful if you left the applciatoin running on a computer that you are not sitting in front of anymore.
- if user has Terminate Sessions permission, they can terminate other sessions
- Terminates sessions will prompt user to save work before closing