How to manage your licenses and users on Symetri License Portal.

Note: License portal has moved to My Symetri

https://support.naviate.com/how-to-manage-your-licenses-and-users-on-my-symetri/

The process for managing licenses for Naviate has changed. This information is valid for Naviate for Revit 2022.1.1 and later versions and Naviate for Civil 3D 2023.1 and later versions.

Content

• License Portal overview (Admin only)
• How to invite users to your company (Admin only)
• User management (Admin only)
• My licenses

License portal overview

Naviates license portal is reached on License.Symetri.com. You log in with the same account that you have on Naviate.com or that you use inside the Naviate product. 

Once logged in, you find your company on the left hand side of the screen. If you do not se your company there, use the Search-bar at the top to search for it. When your company is selected, you have 4 different Tabs at the top. 

• Licenses
• Expired licenses
• User Directory
• Administration

Licenses

In the Licenses tab you will see all licenses registered to your company, Single User licenses and Multi-User licenses (Network).

For each product you will see available seats, license type and expiration date. On the right side you will see how many of the assigned users that currently are using the product, and three icons. The metrics icon shows peak usage going back 30 days. The information icon shows more information about the license (license keys and assigned users) and the assign icon is used to assign users to that license. 

Expired licenses

This tab will tell you if you have any expired Naviate licenses. You will not have the possibility to activate those. Please contact your sales representative within Symetri to renew them if needed.

User Directory

This is an overview of existing users that has been added to your company. When you click here for the first time it will only be you as an Admin in this overview. You can add existing Symetri ID users (SSO) into your account.

When you have a big list of users in your directory, you can filter them by using the search field next to your “Add Users” button or use "Tag" to sort them (Tags are created in the Administration Tab)

Administration

Under the Administration panel you will see 4 main topics

1. Audit Logs - Capture all transactions / changes done in the portal
2. Licenses - Configure Borrow License time range
3. Users - Possible to add or import users or export a csv file on existing users
4. Tags - Create tags, like department, discipline, city etc.

How to invite users to your company (Admin only)

As a admin at your company you will have the possibility to add users to your company. That could be done in two ways, either one-by-one or by using the “Import File” feature.

Click the “Invite / Import ” button under Users on the Administration tab.

Add users one-by-one

When you have clicked the “Invite Users” button you will have two choices. If you are only adding a few user, you can add them one by one.

Type the email addresses on the users you would like to invite to your company and click “Invite Users”.

The users you have invited will now get a welcome email from Symetri (from Noreply@symetri.com) with an Activate-link that they need to click on. 

Add users using Import File

When you have a lot of users you would like to invite to you company, we recommend to use the “Drop the CSV file here or click to import ” option.

When clicking to import, you will be prompted to load a text, txt or a csv file.

The file can have information as Name, Email, Discipline etc. on the users you would like to import. The format is like this. All information is separated with comma.

You will need to configure the fields you are importing.

The import is processed in the background and will appear as green when processed.

All invited users will appear as not verified until they have accepted the invitation. 

NOTE: If a user does not activate their account within 5 working days, you need to contact Symetri to re-send the verification email.

NOTE: All emails (users) that are not activated within 90 days will be removed from the SSO (Symetri-ID)

User management (Admin only)

Company overview – Assign/unassign users to a license

From the overview you choose the “Licenses” Tab and click on assign user icon on the right side.

You will now be presented for this overview. Here you can see assigned and not assigned users on that specific Naviate product. You can use Tags or the search field to filter.

Choose users to add /remove by by using the check boxes next to the names. Move them from Not assigned to Assigned by using the arrows in the middle.

Company Overview - Add/remove license on a user

This option could be very useful when you recently onboarded or got a new employee that you would like to assign several Naviate products to.

Go to the “User Directory” tab and pick the user you would like to manage. You do that by hovering over the License column on the user you would like to manage.

In this view you will see all the Naviate products in you company. You can now start adding/removing Naviate products on that users. It has the same interface as “Company overview – Assigned/unassigned licenses on users”.

You can quickly get a view what type of licenses “John Dory” have been assigned. In this example he has access to Naviate Structure and Naviate Architecture, both Multi-User licenses.

Next you can use the same process selecting the products and use the arrows to assign/unassign Naviate products.

My licenses

Every user has their own area named “My Licenses”.

This is the page where every user can have a quick overview what type of licenses they have been assigned. It could be either a Single-User, Multi-User, Borrowed license or Trial licenses. All that information is presented in one single view.

You can use the arrows on the right side to investigate more on what license you have been assigned to.

When you click the arrows on the right side on one of the assigned products you will get this view. You will see the Product, License Key, Expiry date, License Type and if any licenses are used in the company.

Unassign myself from a license

You will also have the possibility to unassign yourself from this license if it’s not needed or it’s assigned you by a mistake.

If your company administrator has activated the borrow license feature. You will also be able to borrow a Multi-user license assigned to you. Number of days allowed is set by your company admin in the "Adminstration" tab. Use the calendear to choose number of days you would like to have the license borrowed.

Single Licenses 

If you are using Naviate Single licenses, you have the possibility to active 2 Devices on your User / License. When you try to activate a 3rd Device you will be notified to deactivate a Decive to be able to activate.

To deactive a Device you need to contact your local sales representative or call our support.