Managing User Access: Deactivate and Activate a Subscription

To manage the deactivation and activation of a user's subscription, please follow these steps carefully.

• Unlink Employee Login Credentials and Deactivate License
  • The Manager user should log in to the Admin Center using the manager's login credentials
  • Click the recycle bin icon next to the user's name. This will unlink the user's email address and login credentials. Then, click the 'Unlink Employee' icon and confirm by clicking 'Yes' to proceed.
    
    
  • Click on the 'Active' option, located next to the employee's name, select 'Deactivate License, and confirm by clicking 'Yes' to proceed.' This will deactivate the license, allowing the firm to reuse the seat for activating a different employee.
    

• Add New Employee, Activate, and Invite
  • Step 1: Add New Employee 
    • If the new employee already exists in TPS Cloud Axis (with assigned permissions and hourly rates) but isn't visible on the Admin Center screen, click 'Synchronize Employees' to update the list.
    • If the new employee has not been created in the TPS Cloud Axis App, click 'Add New Employee' and enter all required information. Afterward, click 'Create Employee' and then 'Synchronize Employees' to update the listing.
      
      
  • Step 2: Activate License
    Once the new staff member is displayed in the list, locate the License column and switch the status from 'Inactive' to 'Active' by selecting 'Activate License'.
    
    
  • Step 3: Invite
    In the User column, click on 'Invite'. A screen will appear allowing you to select the email address, click 'Confirm' and then click 'Invite User.' The employee will receive an email with instructions to log in to app.tpssoftware.com. 
    
    
    
  • Step 4: Manage Licenses - Adjust and Update Seat Count
    If you need to increase the seat/license count to activate a user, access the 'Manage License - Manage Seats' option. Click the '+' (plus) icon to increase the number of licenses. The Summary section will show the current seat count and the number of seats you're adding. The 'Minimum Seats' is an indicator of the number of current 'Active Employees'. Once ready, click 'Confirm' and then 'Add Seats.'
     
  • Step 5: Return to Step 2 and Step 3 to Activate and Invite the Employee.
    
    

Note: Before the new staff member begins using the software, ensure they have the correct permissions and hourly rates set in the Employee Properties.

• Log in to the TPS Cloud Axis App using a user account with the necessary permissions to access and modify Employee Properties.
• Navigate to the 'Employees' menu.
• In the Employee section, select the newly added user, then click the three-dot menu and choose 'Edit.'
• Go to the 'Rates' tab to set the hourly rate, and the 'Permissions' tab to assign appropriate access to various sections and actions in the program.
  
  
  

If you need further assistance with this process, please contact TPS Support.


Related Topic: 

• Generic Email used by Former and New Employee
  
  

axis_support@tpssoftware.com    

Toll-free: 1- 888-877-2231

0 Votes