Managing licenses

The GFI Partner Portal allows you to view the GFI Software keys registered to your end-users, the number of seats, and the validity of the Software Maintenance Agreement (SMA), if applicable for that key.

To manage end-user licenses:

1. Login to the GFI Accounts Portal.
2. Go to Manage > Licenses.

Manage license options

The GFI Accounts Portal offers administrator the option to search for a certain license key, what can be handy in case of a large number of licenses.

Using filters

The GFI Accounts Portal allows user to narrow down the search field using filters.

To add a filter:

1. Click Filter.
2. Define your filter using a combination of the options below:

Section	Description
Settings	Customize the search based on particular settings.
Account	Use account details as a search criteria.
GFI Prime	Search based on the available vouchers for GFI Prime.
License settings	Use the type of license to narrow down the search.
License	Use the license status to restrict the search.
Product	Refine the search based on specific products.

3. Click Apply.

Use the x next to a filter option to remove it or click Clear filters to remove all filters.

Creating a new License

To obtain a new license:

1. Expand Action and click New License.
2. Select the options for the license:

Options	Description
Select a product	Select one of the available products in the list.
Select a version	Select one of version available for the product select previously
Select a template	Select one of the templates available. Options may vary according to the product selected.

3. Click Next.
4. Select a End User.
5. Click Next and click Submit.

Exporting license details

GFI partners can export the details of this page to an Excel file that can be edited.

To export user details:

1. Click Action > Export.
2. Type in a title to be the file name under Title.
3. Select one of the contacts linked to the account to receive the email with the file.
4. Check Schedule this report to setup a schedule to automatically generate this file. The options available are:

Option	Description
Daily	Select this option to receive the file every day. Specify the time the report should be generated.
Weekly	Select this option to receive the file once a week. Specify the day the file should be generated.
Monthly	Select this option to receive this file once a month. Specify which day and time the file should be generated.
End date	Select this option to set a date to stop receiving the file. Specify the day in the calendar to stop receiving the file.

5. Click Send.

An Excel file is sent as an attachment via email immediately or according to the schedule specified.