View this video tutorial on managing licenses or follow the steps below.
To begin managing your ExtendInsights for Data Management NetSuite licenses please follow the steps below:
Login
Step 1: Visit subscriptions.cloudextend.io and log in to the Admin Portal with your Microsoft ID (this was previously provided to your Customer Success Manager and is typically your Microsoft 365 email address).
Adding Admin Users
We highly recommend having at least two admins. The primary admin is a super-admin. Only the super-admin can add other admins. All other admins can manage licenses and accounts.
Step 1: You can add additional users who can manage your enterprise licenses by clicking on Admin Users.
Step 2: Enter the email of the user (1) and click Add Admin (2). The user is added to the list. To remove users, press the Delete button (bin icon).
💡 Note:
This email ID has to be an Office 365 ID, Microsoft ID, or Google Account.
If users have different email addresses for NetSuite and Microsoft/Google, the admin must update the email in the license section of ExtendInsights by replacing the NetSuite email with the Microsoft/Google email.
Adding Licenses
Step 1: Click on Manage Licenses. All your subscriptions will be displayed here.
Step 2: Click on Licenses.
Step 3: Your subscription information will be displayed at the top. Below that you will see licensed users. To add a new licensed user enter their email address (1) and then click Add User (2). Add as many users as applicable.
💡 Note:
User login identity is now tied to Microsoft or Google rather than the NetSuite account.
Users no longer have to sign out and sign in again when they need to switch to a different NetSuite role or company.
The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.
Removing Licensed Users
Step 1: To remove a licensed user go to Manage Licenses.
Step 2: Click on the Trash Bin next to the user you would like to remove/delete.
