Cloudshot: Simplifying User and Subscriptions Management

Managing Users, Licenses and Subscriptions with Cloudshot

• Managing users in Cloudshot is straightforward once you understand the basics. This guide will walk you through the entire process, from adding new users to purchasing licenses and managing subscriptions. 
• After purchasing a Cloudshot product from the website, you will gain access to the Cloudshot interface. Let's begin with what happens after you have purchased a Cloudshot product. 

• Navigate to the Profile section in the Menu bar.

• Here you can see your account information and subscription details.
• Click on the Manage button.

• You will see three tabs: User's, Subscriptions, and Profile Settings.
• First, we will see about the Users tab.

User's tab:

The User's tab displays a table with the following information:

• Name: User's full name
• Email: User's email address
• User Role: Admin or User
• Status: Active or Inactive
• Subscription Type: Type of subscription (e.g., Permanent)
• Billing Cycle: Billing frequency (e.g., NA for lifetime licenses)

As an admin, you will see your own account listed.

Adding User's:

As an admin, you can add additional users to your Cloudshot account:

• Click the Add User button in the top right corner

• In the dialog box that appears, enter:

• Name: The user's full name
• Email: The user's email address
• Assign Role: Choose either Admin or User
• Admin: Full access to manage users and subscriptions
• User: Limited access to only use the product. Users won't see the Manage section - they can only access their own profile section.

Assign License:

• Tick the Checkbox: If you Check the box to assign a license to the user immediately.

• Leave it Unticked: If you do not check the box, the user will be added without a license—you can assign one later.

• Click the Add button to create the user.

• After adding a user without assigning a license, you will notice their status shows as Inactive in the User Management screen. Here's how to assign a license to this user:

  • Look at the Actions column on the far right of the table
  • Click on the activation icon in the Actions column for that user
  • This will open the Add New License screen.

• Select the number of licenses you want to purchase.

• Choose a Plan:
  • Starter Plan: Offers limited features.
  • Pro Plan: Includes all Cloudshot features.
  • Hover over a plan to see a list of available features for that plan.

• Select Billing Period:
  

  • Monthly 
  • Yearly

• The total price updates automatically based on your chosen number of licenses, plan, and billing period.

• Apply a Promo Code (Optional):
  • Enter your promo code in the designated field.
  • Click Apply to activate the discount.
  • The total price will update instantly to reflect your savings.
• Click the Purchase button to complete the process.

• The payment window will appear.
• Enter your card details:
  • Card number
  • Expiration date
  • Security code.
• Select your country, and you will see the total amount to pay at the bottom.
• Once everything is filled in, just click on Pay Now.

• And your subscription will be activated instantly.

• You can see all your details regarding license details in the Subscription tab - click on that.

• Also, you can purchase more license by clicking on Purchase more.

• Once users are added to your account, you can:
  
  • View their status and subscription details.
  • Assign or revoke licenses as needed by clicking the activation icon in the Actions column.
  • Change their user role between Admin and User if necessary.
  • Unassign users when they no longer need access to Cloudshot.

• And in the Profile Settings tab, you can update your personal details.

Cloudshot empowers admins with robust tools to manage users, subscriptions, and profiles seamlessly.

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