Roles and operations of Syncfusion License Management Portal

Overview

Syncfusion offers the Enterprise portals for License Management System to customers who have Flat Licenses (Global/Division/Project) where customers can manage the available licenses between their company users in different roles. Below are the portal roles that are available in the portal

1. Admin
2. Power User
3. Technical Admin
4. End User

Roles and the operations they have access to are explained below.

Admin

Admin of the portal have full right to access the portal.  Operations that can be done in the portal are listed below and admin have access to perform all the operations.

1. User Management
2. Role Assignment
3. License Assignment
4. Generate & Export Portal Keys
5. Patch Delivery Mode
6. Set Portal version
7. Support visibility

Power User

Power User is an intermediate role and can do license assignment which is assigned to them and manage users. Below is the list of abilities for the Power User.

1. User Management
2. Role Assignment
3. License Assignment
4. Generate & Export Portal Keys

Technical Admin

Technical Admin is also an intermediate role and Can do the license assignment which is assigned to them and manage users. This role mainly defined for manage the Support process (like- incidents, defect reports & patches). Below is the list of abilities for the Technical Admin.

1. User Management
2. Role Assignment
3. License Assignment
4. Generate & Export Portal Keys

End User

End user can only the use the assigned licenses by their portal Admin or Power User or Technical admin from the accounts & downloads page.

Portal Operations

• Go to the portal page or go through My Dashboard page and click “Manage License” under “Enterprise Portal” section, please find the following screenshot

• If you have multiple portals, select a portal,

• Click the “View” action button to go to the portal dashboard.

Generate & Export Portal Keys:

This option available for Portal (Admin, Power User, Technical Admin). Can generate the portal keys associated with a portal by referring the following steps.

• Click on the Settings -> Generate Portal Keys option from the top right corner.

• The popup shown select the version of the product you have the license
• Click “OK” to generate and export the Key.
• Unlock keys will be generated and exported through excel sheet.

Role Assignment

       This option available for Portal (Admin, Power User, Technical Admin). Can be assigned for the users available in the portal. In the dashboard page select the user to whom the role must be assign/change.

• Click the action button in the last column or the User role icon in the top.

• Select the role option which is available in Dropdown Menu.

• The popup shown select the user role you want to assign to the user and click Ok.

Patch Delivery Mode

This option available for Portal Admin. Can change the patch delivery mode of a particular portal by navigating to the portal dashboard and the steps of it can be found in this KB.

User Management

This option available for Portal (Admin, Power User, Technical Admin). Can add/remove users to the particular portal and the detailed steps of it can be found in this KB.

License Assignment

This option available for Portal (Admin, Power User, Technical Admin). Assigning the license to users in the portal detailed steps can be found in this KB.

Change Portal version

This option available for Portal Admin. The portal users will be able to use the portal version, which is set to the Enterprise portal by the Portal Admin. If you are the portal admin find the detailed steps in this KB.

Support Visibility

This option is available for Portal Admin. Admin can set the visibility of the Support (Incidents, Defect reports & Patches) to his/her users created by the rest of the members in the portal. Remember all users have access to their own incidents, defect reports and patches irrespective of the visibility set by the admin.

Support visibility can be set based on the roles which is explained below.

• All Users (All the users in the portal can view all the user’s incidents, defect reports & patches)
• Admin only (Only Admin in the portal can view all the user’s incidents, defect reports & patches)
• Admin, Power User & Technical Admin only (Admin, Power User & Technical Admin in the portal can view all the user’s incidents, defect reports & patches)
• Admin & Technical Admin only (Admin & Technical Admin in the portal can view all the user’s incidents, defect reports & patches)
• Admin & Power User only (Admin & Power User in the portal can view all the user’s incidents, defect reports & patches)

Follow the below steps to set the support visibility.

• Go to the portal settings page.
• If you have multiple portals, select the portal from the Portal Name dropdown. And click the Edit button.

• Select which category role(s) can view all the users support and click Save