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Rapid Recovery License Portal 6.1 - User Guide

Getting started with the Rapid Recovery License Portal Managing licenses in the Rapid Recovery License Portal
Downloading software from the License Portal Using the dashboard Performing global searches in the License Portal Configuring personal settings Configuring email notification settings Managing users Managing groups Managing licenses Managing registered agent machines Managing cores Working with License Portal reports

Configuring personal settings

You can customize personal settings for your License Portal account, such as your email address, name, and more. Complete the following steps to configure personal settings.

To configure personal settings
1
Click your user name, which is your email address, in the upper right corner of the License Portal, and then click Personal Settings.
The Account Profile page appears with the Personal Settings tab open.
2
To change your email address, click Change next to User ID, and then, in the Change Login Email Addresses dialog box, enter a new email address. (For security, you also need to enter your current password.)
3
On the Personal Settings tab, in the Language menu, select a default language for this account.
4
In the Time Zone menu, select a default time zone for this account.
5
Optionally, in the Comments text box, you can enter a description for the account.
6
Click Save.

Configuring email notification settings

You can modify email notification settings for a user account, such as specifying when to be notified by email when a particular event occurs.

Complete the following steps to configure email notification settings.

To configure email notification settings
1
In the upper right area of the License Portal, click your user name, which is your email address, and then click Personal Settings.
The Account Profile page appears.
2
Click the Email Notifications tab.
3
Select the options to notify your account when an event occurs. You can choose from the following options:
•
A core was downloaded.
•
License pool has exceeded the limit.
•
License pool has changed.
•
A user was added.
•
A user was deleted.
•
A group was added.
•
A group was deleted.
•
I was appointed as the group owner.
•
A core grace period will expire soon.
•
A core grace period has already expired.
4
Click Save.

Managing users

Within the License Portal, you can easily view and manage users. As an administrator, you can perform the following actions for a user: invite users to a group, set or modify access privileges, delete users, or assign users to groups. Refer to the following topics for more information about managing users.

•
Viewing and searching for users
•
Viewing and working with user details
•
Inviting users and setting user roles
•
Editing user roles
•
Deleting a user
•
Approving a user

Viewing and searching for users

Users are associated with groups and can be viewed from the User area of the License Portal. Admin users can invite new users to a group.

 
* 
NOTE: To view the users in a group, the logged on user must have administrative privileges in the current user group.
To view and search for users
1
In the left navigation area of the License Portal, click Users.
2
You can view the following details for users in a group:
•
Status - The status of the user as either Active or Pending Approval.
•
Full Name - The first and last name of this user.
•
Email address - The email address associated with this user account.
•
Last logon date - The date this user last logged on.
•
Home group - The group to which this user belongs.
•
Roles - The type of role this user has.
3
To sort the list of users in the table, click the column heading by which you want to sort.
4
To filter the list of users or search for users, do the following:
a
To search by name, email, or group, enter text in the text boxes that appear in the Full Name, Email, and Home Group columns.
b
To search by last logon date, click the drop-down calendar in the Last Login column, and select a date or date range.
Any search results appear in the table below the search options you specified.
5
To start a new search, click the link, Clear Filters, in the Actions column.
* 
NOTE: You can export the list of users as needed. To export, on the Export drop-down menu, click Export to XLS or Export to PDF as appropriate. Microsoft Excel 2010 and higher are supported export formats.
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