Convert Existing Licenses to Cloud Sign-in Licenses

Sign-in to the CSI Customer Center (https://account.csiamerica.com)  and navigate to Manage Software → Upgrade and Convert Licenses

Select the licenses that you wish to upgrade or convert to use Cloud Sign-in Licensing, then click "Generate Quote".

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.

Once your order has been processed, you will receive an email informing you that your Cloud Sign-in Licenses have been provisioned.

Add and Manage Users through the User Management Dashboard

Sign In to the CSI Customer Center (https//account.csiamerica.com) and navigate to Settings → User Management Dashboard. 

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.

Alternatively, you can import users in bulk, by:

A. Export a Microsoft Excel template of your existing users, then add additional users to as new rows  

B. Importing the users.

As users are added to the system, they will receive an email that will let them set their password.

Download and Install the CSI Application

Sign In to the CSI Customer Center (https//account.csiamerica.com) and navigate to Mange Software →Downloads. 

Find the download of the software you wish to install and click "Download Installation".

Run the downloaded installer. 

At the License Option dialog box, be sure that the default option "Cloud Sign-in" is selected.

Run CSI Application

Run the application that you installed from the Windows Start menu.

Upon startup, sign in, using the enter your email address and password setup in the previous steps.

Image Removed

click "Continue". (If your company has setup Federated Identity, you will be redirected to your company's identity platform to complete authentication.) 

Image Added

On the next screen, enter your password.  

Image Added

Upon successful authentication, the application will try to get a license. If a license is available, the application will start and you will see your name in the top left corner of the application user interface. Navigate to Help → License Information to see information in the dialog box shown below.

Cloud Sign-in License Monitor

Sign In to the CSI Customer Center (https//account.csiamerica.com) and navigate to Cloud Licensing Tools → License Monitor.

Click on the Cloud Sign-in tab and you will see gauges summarizing how many of your total licenses are in use.

In the table below the gauges, you will see which users are actively using using the licenses.

A feature of Cloud Sign-in licenses allows sessions to be remotely terminated using the "Terminate" button at the end of the row. Users can always terminate their own sessions.

This is particularly useful for the scenario when a user has left a CSI application running on a computer that they do not have access to and they need to free up the license to use on another computer.

Users with the Administrator role, or with a custom role that has the "Terminate Sessions" permission, have the ability to terminate other user's sessions.

Users how have their sessions terminated will always be prompted to save their work prior to the application closing.