Maintaining Company Information

Adding a Company

Companies can be added in different ways in Subscription Manager. If an administrator of a company registers for the first time, using the Register page, and marks his/ her company as a new company, the company will be automatically created when the form is submitted and a subscription request for XMPro will be sent to an XMPro Administrator for approval. In some cases; however, it might be necessary to create a company manually. To create a new company in Subscription Manager, please follow the steps below.

1. Open the Companies page from the left-hand menu.
2. Click on Add.
3. Choose a company icon and name for the new company. A new icon can be uploaded by clicking on the add-icon and browsing to an image.
4. Click Save.
5. After the company is saved, the detailed page for it will open. Click on Activate.

Adding a subscription for the new company

After the company is successfully created, you will have to add a subscription to XMPro for it. To add a subscription, please follow the steps below.

1. Click on the Subscriptions gauge on the detailed page of the company.
2. Click on Add.
3. Select the XMPro product.
4. Click Save.

Granting administrative rights to a user

After you have granted subscription access to XMPro for the new company, users can start registering to the new company, but you may have to give administrative rights to at least one user. To do this, follow the steps below.

1. Open the Company page from the left-hand menu.
2. Select the company you have created.
3. Select the Subscriptions gauge.
4. Select the XMPro product.
5. Click Add.
6. Select a user and set the role to “XAdmin”.
7. Save your changes.
8. The user you have chosen will now be able to manage subscriptions and access for the users in their company.

Editing Companies

To edit information of a company, please follow the steps below.

1. Open the Companies page from the left-hand menu.
2. Select the company that you would like to edit.
3. Click on Edit.
4. Change the company information, as required. To change the company logo, click on the plus-image button and select a new image.
5. Click on Save.

Active vs Inactive Companies

Companies in Subscription Manager can be listed as being either active or inactive. A company can be deactivated by an XMPro Administrator if, for example, the company decided not to use XMPro anymore. If a company is deactivated, users in that company will lose their ability to access the system.

If a company is created manually by an XMPro Administrator, the company will be listed as inactive by default. To activate or deactivate companies, follow the steps below:

1. Open the Companies page from the left-hand menu
2. If the company is already active, select the company that should be deactivated from the list of companies on the Companies page.
3. Click on Deactivate
4. If the company is not active, click on the View Inactive button on the Companies page
5. Select the company that should be activated from the list
6. Click on Activate