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Admin: How to manage ExtendInsights for Analytics NetSuite Professional + Enterprise Licenses and Administer Users
Admin: How to manage ExtendInsights for Analytics NetSuite Professional + Enterprise Licenses and Administer Users

ExtendInsights Analytics | Logging in and managing license for ExtendInsights

Updated over a week ago

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


To begin managing your ExtendInsights for Analytics 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 Account Manager and is typically your Microsoft 365 email address).

🚨 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).

πŸ’‘ 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 Manage Licenses (1).

Step 2: Go to Licences (2).

πŸ’‘ 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.

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.

🚨 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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