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Admin: How to manage CloudExtend Excel Analytics for NetSuite Professional + Enterprise Licenses And Administer Users
Admin: How to manage CloudExtend Excel Analytics for NetSuite Professional + Enterprise Licenses And Administer Users

XLANS | Logging in and managing CloudExtend Excel for NetSuite Enterprise Users

Updated over a week ago

View this video tutorial on managing licenses or follow the steps below.

To begin managing your CloudExtend Excel Analytics for NetSuite licenses please follow the steps below:


Step 1: Visit and log in to the Admin Portal with your Microsoft ID (this was previously provided to your Account Manager and is typically your Microsoft 365 email address).

๐Ÿšจ Do you get a prompt asking for Approval when trying to log into 3rd party application with Microsoft Azure? See the article here to fix the issue.

Step 2: Click on Manage Licenses. All your subscriptions will be displayed here.

Adding Accounts

Step 1: Click on Accounts. This is where you can add your Production, Sandbox, and Release Preview accounts.

Step 2: Enter your Account number (1). Choose from the dropdown (2) if it is a Sandbox or a Production Account and click the + sign (3). Add additional accounts if applicable.

  • For Sandbox, Accounts be sure to use an _ instead of a hyphen and capitalize the SB, ie if your sandbox is 12345-sb1 enter 12345_SB1.

  • For Release Preview Accounts, please configure them as sandbox accounts using the "_RP" suffix, ie 12345_RP.

How to Add 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).

โš ๏ธ Important

The email ID has to be an Office 365 ID or Microsoft ID.

Adding Licenses

Step 1: Click Manage Licenses (1).

Step 2: Go to Licences (2).

Step 3: Your subscription information will be displayed at the top. Below that you will see licensed users. To add a newly licensed user enter their email address and then click Add User (2). Add as many users as applicable.

๐Ÿšจ Once you allocate licenses to end users, they will receive an email from us with how to install the application and get started.

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.

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