Watch this video or follow the instructions below.

Step 1: Login into to start managing your licenses.  

Step 2:  To allocate licenses to end users or to change licenses from one person to another, click on "Manage Licenses".

Step 3:  Click on "Licenses" next to the product you subscribe to (in the example below it is CloudExtend Outlook for NetSuite Group Edition)

Step 4: Enter in the email addresses of the users you want to allocate licenses to.  If you want to delete a user, simply use the trash can next to their email.  Once the user is allocated a license, they will receive an email from Celigo with instructions on install.

Step 5:  You can add additional Admins to the portal by clicking on "Admin Users". We recommend having at least two.

For Enterprise Edition Customers Only
Step 6 : To Enable TBA & SSO access to your users 

Click on Accounts.  This is where you can add your Production and Sandbox accounts.

Step 7:  Enter in your Account number (1).  Choose from the dropdown if it is a Sandbox or a Production Account and click the + sign (3).  Add additional Accounts if applicable.

Step 3: Click on 'Manage Account' and select the Authentication Methods you wish to enable for your organization. Note that if you select Single Sign On you must deselect Basic Credentials and Token Based Authentication.

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