Q100671: How to use the Team Organization Admin Dashboard

SUMMARY

When purchasing a Team Login license, you will be asked to assign an admin for the account. This admin will have access to an Organization Admin Dashboard.
The dashboard allows administrators to view and control the different aspects of their company’s Team licensing such as; inviting users, reserving licenses and viewing licensing checkouts. 

This article is an overview of the features included in the Organization Admin Dashboard page.

 

How to access the Organization Admin Dashboard

Under the My account page, administrators can access the dashboard by clicking the Login Licenses menu and selecting Team Licenses.

Once on the Team License page on the website, simply click on the Organization Admin Dashboard button to launch the dashboard.

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NOTE: If the Organization Admin Dashboard button does not appear on your account, this means that you are not yet an administrator in your organization.  You will need to ask your organization administrator to update your account as an admin. Full steps on how to upgrade a user an administrator can be found in How to Promote Users to Admin Status

 

Dashboard

When first launching the Organization Administrator Dashboard, the homepage lays out some information about the organization you are currently logged in to such as; the number of created groups, total number of users and total number of created user invitations.

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NOTE: If you have access to multiple organizations, you can switch between each organization dashboard by following the steps under the ‘Organization’ subheading below.

 

Organization

This page shows the name of the organization you are currently logged in to. 

 

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If you are tied to more than one organization, you can switch between these by clicking the organization button in the top right of the dashboard.



 

Entitlements

The Entitlements page shows administrators which licenses are found in an entitlement pool and which groups have access to these licenses. 

To start with, licenses are stored in a default entitlement pool. However, when new entitlement pools are created, your licenses can be moved into these new pools throughout the organization. Groups of users can then be granted access to entitlement pools, giving you control over who has access to certain licenses.


Full steps on how to create new entitlement pools can be found here: Creating Entitlement Pools

 

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When clicking on an entitlement, you find a breakdown of what licenses are included in the pools and which groups have access to the licenses.

 

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This page is also used to move licenses to different entitlement pools

 

Licenses

The Licenses page will display a full summary of all the product licenses available within the organization (regardless of the specific entitlement pools created) and which licenses are in.

The Valid licenses table shows each product license providing details on; the number of seats (both total and in use), the expiration date, the maintenance date, which entitlement pool the license has been placed in and the named user group. 

The license usage graph will display the total number of seats per license and highlight the number of active checkouts.

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When clicking Details on a specific license, administrators can see which users are using the license and which machine they have activated.

 

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Additionally, administrators can also have the option to; reserve licenses for specific users, and split the license seats into separate pools.

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Groups

In Groups, administrators can create and place their users into separate groups within the organization.

A created group can then be added to an entitlement pool which will result in the users having access to a designated set of licenses. This can help prioritise certain licenses for specific users in the group.

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You can learn more about setting groups and entitlements pools in: Controlling Access to Licenses

Users 

The Users page shows the full list of users within the organization. The page is also used to remove users from the organization if needed.

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When clicking on the individual users, administrators can control different aspects of the users account. This includes: setting the user as an admin, updating personal details and removing the user from groups.

Help on setting upgrading users to administrators can be found here: How to Promote Users to Admin Status

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Invitations

The invitations page allows administrators to manage the invitations to users and invite new members to the organization. 

 

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The page displays the open invitations as well as viewing the accepted and declined invites. 

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Full steps on inviting new users are found here: Adding Users to Your Organization

 

FURTHER READING

 

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