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Account Management

This section covers Account Management such as setting up Accounts and Licensing Terms.

  • Content Controller: Managing License Renewal

    It's contract renewal time. Let me show you how to add a new license.Two account types can use a license: Limit by Account and Limit by Content. Adding new licenses to both of these are simple but slightly d...

  • Content Controller: Account Details and How to Edit the Account

    The Account Details page provides useful information about an account, such as the license type, license alert subscriptions, notes, usage details, and licensing information. To open the Account Details vie...

  • Content Controller: Editing an Active License

    Have you ever had a client wish to extend their learner limit or push out their end date? You have had the talks and signed the new agreement, now what? Now it's time to edit your Active License. Let me show...

  • Content Controller: Auto Rollover your license

    Do you find yourself adding a new license to an account but having to remember to go back and activate that license? Let me introduce you to Auto-Rollover.Auto Rollover gives you the ability to have a new li...

  • Content Controller: Adding Admins and Non-Admins

    There are two types of users that you can add to your instance to help with the administration of Content Controller.-Admin: Full access and control in all sections of Controller Controller-Non-Admin: Restri...

  • Content Controller: Adding Content to an Account

    "Now that I've Created an Account, How do I add content to it?" Great question, let me show you!! Navigate to your Accounts section. Click on the Account that you would like to add content to > Click on t...

  • Content Controller: Bundles, Licensing content as a group.

    Bundles allow you to group content for simpler licensing. For example, You have someone who wants to license half your catalog for six months and the other half for one year. Instead of assigning each piece ...

  • Content Controller: Creating and Editing a License

    Do you enjoy the idea of standardizing your Available Licenses? Is it time to spring-clean your existing licenses? Let me show you how.  -Navigate to your Licenses section in Accounts.-To create a new click ...

  • Content Controller: License Alert Emails

    License alert emails allow account managers to receive automated communications about accounts that are nearing or have exceeded their license limits.A license is considered to be approaching the limit when ...

  • Content Controller: Creating an Account

    "Now that I have added content to my main content pool, What do I do with it"Great question, let's start with creating an Account! Click on Accounts on the top right of the screen. Click on the ADD button...

  • Content Controller: Share Content

    "OK, I have added content to my new account, how do I share that content?"Great question, let me help you!             *Sharing content through Content Controller is done by generating a compact (proxy) fil...