To administer users and licenses for your organization, start by signing in to the StruSoft Portal at:

https://portal.onstrusoft.com

To follow the steps in this guide, you need to be logged in with a Customer Admin account. This role gives you full access to add and manage users, assign licenses, and view your organization’s details.

If you do not have Customer Admin permissions, please contact StruSoft Support to have the role assigned to your account.

1. Overview

As a Customer Admin, you can:

• Add new users
• Import multiple users via CSV
• Assign or remove licenses
• View organization information
• Manage roles and access
• Reset user passwords

The Your Organization page provides an overview of all users and licenses, including license status, modules, concurrent users, and expiration dates.

2. Adding a New User

Follow these steps:

1. Go to Users
2. Click Add User(s)
3. Enter Email, Given name, and Family name
4. Select the Organization
5. Select Licenses
6. Confirm the disclaimer
7. Click Create User

3. Adding Multiple Users (CSV Import)

You can add multiple users at once using CSV import:

1. Open Add User(s)
2. Enable Add multiple users
3. Upload a CSV file or paste CSV content
4. Select Organization and Licenses
5. Confirm the disclaimer
6. Click Create Users

CSV format example:

email,given_name,family_name
john@example.com,John,Doe
jane@example.com,Jane,Smith

4. Viewing and Editing a User

Click Edit user to open User Details.

From here you can view account status, reset passwords, change roles, move users between organizations, and manage assigned licenses.

5. Viewing a User’s Licenses

Selecting a user filters the Licenses panel to show only the licenses assigned to that user.