Adding and Removing Users

Table of Contents

Introduction

Adding Users

Removing Users

Assigning Users to Applications

Updating Subscriptions

Canceling Subscriptions

Viewing Order History

Tips and Best Practices

Troubleshooting

FAQs

Takeaways

Introduction

In this article, we will guide you through the process of adding and removing users on the AppDirect Procurement Platform. You will also learn how to assign users to applications, update subscriptions, cancel subscriptions, and view order history. Managing your company's applications and subscriptions efficiently ensures that your team members have the appropriate access and resources they need.

Adding Users

Steps for Adding Users:

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to User Management: Go to Manage > Account > Users.

3. Add User: Click the Add User button to manually add a new user without needing to send an invitation email.

4. Enter User Details: Fill in the required information for the new user, such as their name, email address, and role.

5. Save Changes: Click Save Changes to add the user to your company.

Removing Users

Steps for Removing Users:

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to User Management: Go to Manage > Account > Users.

3. Select User: Find the user you want to remove from the list.

4. Remove User: Select the user and click the gear icon to delete their account. The user's account is deleted after their membership in all companies is removed.

See also Offboarding Users in User Access and Permissions. 

Assigning Users to Applications

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to User Management: Go to Manage > Account > Users.

3. Select User: Select the user you want to assign applications to .

4. Assign Applications: Click on the Assign Apps button and select the applications you want to assign to the user.

5. Save Changes: Confirm and save the changes to ensure the user has access to the assigned applications.

Updating Subscriptions

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to Subscription Management: Go to Manage > Account > Subscriptions.

3. Select Subscription: Choose the subscription you want to update.

4. Make Changes: Update the subscription details as needed, such as changing the plan or the number of licenses.

5. Save Changes: Click Save Changes to apply the updates.

Canceling Subscriptions

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to Subscription Management: Go to Manage > Account > Subscriptions.

3. Select Subscription: Find the subscription you want to cancel.

4. Cancel Subscription: Click on the Cancel Subscription option and confirm the cancellation.

Viewing Order History

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to Order History: Go to Manage > Account > Applications>Saved Orders.

3. View Orders: Review the list of orders to track your company's procurement activities.

You can optionally filter orders by date.

Tips and Best Practices

Regularly review user roles and permissions to ensure they align with job responsibilities and organizational requirements.

Utilize automated user management tools to streamline onboarding and offboarding processes.

Maintain updated records of subscriptions and order history to manage your resources effectively.

Troubleshooting

If you encounter issues while managing users or subscriptions, consult the AppDirect support documentation or reach out to your advisor for assistance.

Ensure all user data is correctly entered and updated to avoid any disruptions in account management or service provisioning.

FAQs

Q: How do I assign applications to new users?

A: Navigate to the user management section, select the user, and assign the appropriate applications using the assignment interface.

Q: What should I do if a user needs to be removed immediately?

A: Use the user management tools to swiftly remove the user and disable their access to prevent any security risks.

Takeaways

Managing your company's applications and subscriptions on the AppDirect platform allows you to streamline user management processes, ensure accurate role and application assignments, and maintain an organized view of your resources. Following the outlined steps for adding and removing users, updating subscriptions, and viewing order history will help keep your team supported and efficient.