Administrators can only assign a member to one product per product type.
For example, a member can be assigned only one CAD product and only one Simulation
product.
You cannot assign products to pending members.
To assign a product to a member:
-
Click the
Members tab.
-
Select a name by clicking a row in the
Members list.
Use the navigation controls at the bottom of the list to move
forward or backward through the record set. You can also use the
Find Members pane to search for a member.
The Member Details page lists the Assigned Products
and Available Products that are not assigned.
-
Highlight a product under Available
Products.
You can assign only one product at a time to a member. The first item in the
list is selected by default. If the product that you want to assign is not
first on the list, clear this item and select the correct item.
You can filter based on several factors to show only products:
- With a current or expired subscription
- That are or are not assigned
- That are activated or not, or activated for online licensing
- That belong to one or more product types
You can also filter based on a product name or a serial
number.
If you select a product name, the Product Details page displays. In the
browser, press Back to return to the Member Details
page.
-
Click Assign Product.
The Admin Portal adds the product to the member's
Assigned Products list.
You can also assign members to products from the Products Details
page.