Hosting on Rightworks - Monthly Subscription and User/Seat Changes



Rightworks Hosting: How do I make changes to the number of monthly subscriptions or the user/seats?

 

Changes to your monthly subscriptions such as adding package subscriptions or users, assigning or un-assigning packages to users, and deactivating packages and deleting seats/users, require options to be updated on both your Drake Software account and the Rightworks AppHub. For detailed steps, see the sections below. 


Add a New Seat and Assign Packages to New or Existing Users

First, on the Drake Support Site, click on Account > Manage Rightworks

  • Change the Number of monthly subscriptions to drop box to Activate.
  • Enter the number of users or seats to add.
  • Click Submit to apply the changes

Next, log in to your AppHub portal for Rightworks to either add a new user or edit an existing user to assign the package (steps continue below).

Add New User

  • In AppHub, open the Admin Console.
  • On the Users tab, click Add User and complete the new user setup window.
  • Click Next.
  • Assign a package to that user by clicking on it. The number of available seats will decrease by 1. 

  • Click Next.
  • Select additional options, if needed. Click Next.  
  • Review and confirm the details, then click Add User

Assign newly activated subscription to an existing user:

  • If the user already exists, but doesn't have an assigned package, open the Admin Console, go to the Users tab and choose that user. Note the "assigned package" column shows "none."

 

  • The user profile displays. Scroll down to the Package section and choose the change package icon: 

 

  • Click on the package(s) to assign. The number of remaining packages will decrease by 1.

  • Then choose Save.

    Deactivate a Seat and Un-assign a Package, but Keep User Profile

    First, on the Drake Support Site, click on Account > Manage Rightworks.

    • Change the Number of monthly subscriptions to drop box to Deactivate.
    • Enter the number of Users to deactivate.
    • Click Submit to apply the changes

    Then, log in to your AppHub portal for Rightworks.

    • Go to Packages & Add-ons and check the box to the left of the user(s) and click the option Remove Users from Package.
      • Alternatively, click on the remove icon to remove the packages/add-ons from the user.


    Note that this does not delete the user from the AppHub, but does remove the package from their user profile. 

    Deactivate a Seat and Delete the User Profile 

    First, on the Drake Support Site, click on Account > Manage Rightworks.  
    • Change the Number of monthly subscriptions to drop box to Deactivate.
    • Enter the number of Users to deactivate.
    • Click Submit to apply the changes

    Then, log in to your AppHub portal for Rightworks. 

    • Go to the Admin Console and then the Users tab.
    • Check the box to the left of the user and click the option Delete User(s).