Assigning, Modifying, and Unassigning PartQuest Portal Licenses

Role: User with Subscription Administration rights.

You must have a PartQuest Portal application license to access the capabilities enabled by a Portal subscription plan (Community, Essential, or Professional). Use the Subscription Manager dashboard to view subscriptions and allocate Portal application licenses to users. You can also modify licensed user credentials and remove licenses from users who no longer require access to a Portal subscription plan.

Restrictions and Limitations

  • You must have Subscription Administration rights to use the Subscription Manager dashboard (see Subscription Manager).

Prerequisites

  • You successfully logged in to the Portal application.

  • You started the Subscription Manager dashboard (see Starting the Subscription Manager).

  • Your subscription has one or more unallocated Portal application licenses.

  • You know the name and email address of the Siemens WebKey account user that requires a Portal application license.

Procedure

  1. Perform any of the following operations from the Subscription Manager dashboard:
    Table 1. Subscription Manager Operations

    If you want to... 

    Do the following...

    Assign a Portal application license to a user

    1. From the My Subscriptions page, find any PartQuest Portal tile, and then click Manage Licenses.

    2. From the Licenses page do the following:

      • If the subscription has no active licenses, click Assign License.

      • If the subscription has active licenses, find the tile with the user's name, and then click Assign License.

    3. In the Assign PartQuest Portal plan_name License page, type the email, user's first and last name, and company name.

      See Assign License Page.

      Tip

      Ensure the user email address matches the user's Siemens WebKey account email address.

    4. (Optional) Select the "Subscription Admin" checkbox to grant the user access rights to the Subscription Manager dashboard.

    5. Click Save.

    The application sends an email to the applicable user, who then follows the instructions to start the PartQuest Portal application.

    Modify user credentials for an allocated Portal application license

    1. From the My Subscriptions page, find any PartQuest Portal tile, and then click Manage Licenses.

    2. From the Licenses page, find the tile with the user's name, and then click Manage License.

    3. In the Manage PartQuest Portal plan_name License page, type the email, user's first and last name, and company name.

      See Manage License Page.

    4. (Optional) Select the "Subscription Admin" checkbox to grant the user access rights to the Subscription Manager dashboard.

    5. Click Save.

    6. Click OK to acknowledge the changes.

    Unassign a Portal application license

    1. From the My Subscriptions page, find any PartQuest Portal tile, and then click Manage Licenses.

    2. From the Licenses page, find the tile with the user's name, and then click Manage License.

      See Manage License Page.

    3. Click Unassign.

    4. Click Yes to confirm.

    5. Click OK to acknowledge the license is unassigned.

  2. To assign, modify, or unassign another Portal application license from the Subscription Manager dashboard, repeat Step 1.