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:

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

B. Importing the users.

Download and Install CSI Software

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