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Managing Licenses

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Use Subscription Management to edit, update, and assign licenses for accounts.
Managing Licenses
 

 

  

From the Channel Partner portal, go to Accounts > Customer Accounts.

CP Accounts dropdown Customer Accounts.png

Click Manage Manage button.png on the account you want to edit.

Channel Partner Manage Account.png

Once an End User account has subscriptions enabled, the Subscription Management tab can be used to Manage Subscription Preferences.

Sub Man Manage Subscription Preferences.png

Click Edit to select Manage Subscription Group Preferences, Manage Products, and Assign Licenses. Click Details to display pricing details for licenses, grouped by amount and price. The Pending column displays recently added licenses that are within the revision window. Click UNDO to revert any recently added licenses shown in the Pending column.

Subscription Management Manage Account.png

NOTE: Once Subscription Management is enabled, any recorders that already had licenses will reset back to 0, and licenses will need to be reapplied.

Manage Subscription Preferences
  1. Click on Manage Subscription Preferences.
  2. Select Account Tier.

Subscription Options popup.png

  • Account Tier - Select the license tier. See Features by Licensing Tier for more information on the differences between the tiers.
  1. Click Next.

Next Button.png

Manage Subscription Group Preferences
  1. Click on Manage Subscription Group Preferences.
  2. Select Billing Cycle, and Billing Month (if Billing Cycle is Annual) from the dropdown menus.

Subscription Options popup Automatically assign licenses.png

  • Billing Cycle - Select between a Monthly or Annual billing cycle.
  • Billing Month - If an Annual billing cycle is chosen, select the Billing Month from the dropdown menu.
  • Automatically assign licenses - Channel licenses are automatically assigned when they are added to a recorder. Uncheck to choose not to have licenses automatically assigned.
  • Automatically purchase licenses - You can check to Automatically purchase licenses if you check Automatically assign licenses and there are not enough licenses available from the Subscription Group for the recorder when new channels are added to Subscription Management.

NOTE: Auto Licensing requires Apex 3.0 on the device that's performing auto assignment. 

  1. Click Next.

Next Button.png

The Update Subscription Options lists the changes that will go into effect as well as the Quantity, Price Each, Renewal, and Prorated price (if applicable) for the edits made to the subscription.

Update Subscription Options no message.png

  1. Click Confirm to complete the edits, Back to make additional edits, or Cancel to exit Manage Subscription Options.

NOTE: Prices vary per tier. Click Learn how fees are calculated for more information on Terms of Use.

NOTE: Subscription Options are available when creating a new account. See Adding a New Account for more information.

NOTE: Click Cancel Subscription to end the Subscription. Type CANCEL and click Cancel Subscription to end the subscription at the end date given.

Cancel Subscription.png

Manage Products

Add New to add new product types or Edit to manage existing licenses and add-on services.

Product Types

SubMan Product Types popup.png

Channel Licenses
  1. Click Edit.

Edit button.png

  1. Enter the total number of licenses, then choose Add Licenses (default), Remove Licenses, Edit Total Licenses, or Move Licenses from the dropdown.

Subscription Management Add Licenses dropdown.png

SubMan Manage Channel Licenses popup.png

  1. Click Next.

Next Button.png

  1. Click Confirm Confirm Button.png to make the change made to the Recording Licenses.

Sub Man Manage Channel Licenses.png

NOTE: Click Edit Edit Button.png on a recorder to apply the New Licenses assigned to the device and refresh the page to view the assigned license count. See Assign Licenses for more information.

Details

Click Details to display pricing details for licenses, grouped by amount and price.

SubMan Channel License Details.png

Priority Event Cloud Recording Storage

Add additional storage to priority event cloud recordings to your web services accounts.

  1.  Click Add New.
  2. Click Priority Event Cloud Recording Storage, then click Next.
  3. Use the dropdown or enter a number to adjust Storage Amount (GB).

Sub Man Priority Storage Amount.png

  1. Click Next. 

Next button.png

  1. Click Confirm to make the change made to the Storage Amount.

Sub Man Priority Confirm.png

  1. The added Priority Event Cloud Recording Storage will appear in the Add On Services list.

Sub Man Priority Added.png

Video Clip Storage
  1. Click Edit.

Edit button.png

  1. Use the dropdown or enter a number to adjust Storage Amount (GB).

Configure Add On Popup.png

  1. Click Next. 

Next button.png

  1. Click Confirm to make the change made to the Storage Amount.

Confirm Add On Popup.png

Location LPR
  1. Click Edit.

Edit button.png

  1. Enter the total number of licenses, then choose Add Licenses (default), Remove Licenses, Edit Total Licenses, or Move Licenses from the dropdown.

Subscription Management Add Licenses dropdown.png

SubMan Manage LPR Location Licenses popup.png

  1. Click Next. 

Next button.png

  1. Click Confirm to make the change made to Location LPR.

Sub Man Confirm LPR.png

POS Terminal Licenses
  1. Click Edit.

Edit button.png

  1. Enter the total number of licenses, then choose Add Licenses (default), Remove Licenses, Edit Total Licenses, or Move Licenses from the dropdown.

Subscription Management Add Licenses dropdown.png

SubMan Manage POS Terminal Licenses popup.png

  1. Click Next.

Next Button.png

  1. Click Confirm Confirm Button.png to make the change made to the Recording Licenses.

SubMan Confirm POS Terminal Licenses_.png

Toast Data Collection
  1. Click Edit.

Edit button.png

  1. Enter the total number of licenses, then choose Add Licenses (default), Remove Licenses, Edit Total Licenses, or Move Licenses from the dropdown.

Subscription Management Add Licenses dropdown.png

SubMan Toast Data Colleciton popup.png

  1. Click Next.

Next Button.png

  1. Click Confirm Confirm Button.png to make the change made to the Recording Licenses.

SubMan Confirm Manage Toast Data Collection.png

NOTE: Click Edit Edit Button.png on a recorder to apply the New Licenses assigned to the device and refresh the page to view the assigned license count. See Assign Licenses for more information.

Assign Licenses

Assign Licenses to recorders associated with the Channel Partner account.

  1. Click Edit.

Edit button.png

  1. Increase or decrease the number of licenses to assign to the device.

Sub Man Assign Licenses.png

NOTE: Other licenses need to be enabled rather than have a number value assigned (i.e. Toast).

Enable Toast.png

  1. Click Next to confirm the change in licenses.

Sub Man Save Recorder License Change.png

  1. Click Save.
Edit Dealer Custom IDs
  1. Click Edit on a location in the list.

Edit button.png

  1. Enter Dealer Custom ID 1 and Dealer Custom ID 2 in the fields.

Sub Man Location Details Dealer Custom IDs.png

  1. Click Next.

Next button.png

  1. Click Confirm.

Confirm Button.png

Adding Dealer Custom IDs to a New Location

If Subscription Management is enabled, Dealer Custom IDs are included when creating a new Location.

Sub Man Create a New Location Dealer Custom ID.png 

NOTE: Only Channel Partners will be able to view and edit Dealer Custom IDs when creating a new location.

Move Licenses to a New Group
  1. Check a Recorder or Location (to select all devices on a location).

Subscription Management Assign Licenses Checked.png

  1. Click Move to New Group.

Subscription Management Move Location popup.png

  1. Select either Keep Licenses in Current Subscription Group and Save or Move Licenses to new Subscription Group and choose the new Subscription Group.
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