Customer Portal Overview

Introduction

The CivilGEO Customer Portal is an easy-to-use, web-based portal that gives users complete access to their account information as well as the ability to view product licenses, number of licenses, licenses currently used, subscription validity, and number of computers using the licenses. In addition, the user can also add new software license subscriptions, download the latest version of the software products, and add a new user or new administrator to the Customer Portal. The CivilGEO Customer Portal allows the administrator to easily track the status of available licenses as well as software usage trends.

There are two types of user groups that can use the Customer Portal:

• Administrators
• Users

Administrators can view, create, and manage portal users and administrators within the organization.

Customer Portal Sign In

The user can sign in to the Customer Portal using the following methods:

• Using registered email address and password
• Using Magic Link

Refer to this article in our knowledge base to learn how to sign in to the Customer Portal.

Customer Portal Accessibility

The Customer Portal allows distinct access capabilities for Administrators and Users. The following comparison table outlines the availability of various sections for each user group.

Dashboard

The portal dashboard displays general information such as user info, the number of license(s) allotted to your organization, list of users using the license(s), number of active, expiring, and expired license(s), operational status of online data services used by CivilGEO software products, and the technical support helpline number of CivilGEO.

Password

The Edit Password option on the dashboard allows the user to edit/reset the password for the Customer Portal.

Clicking on the Edit Password option displays the Change password webpage that allows the user to change the current password of the portal.

Licenses

The View Licenses option on the dashboard allows the user to view a list of software products and the associated license types, the number of users using these software licenses, etc.

System Status

The View CivilGEO Services Status option on the dashboard allows the user to check whether the online data services used by CivilGEO software are operational or undergoing downtime. Clicking on the View CivilGEO Services Status option displays a webpage that shows the real-time status (i.e., Operational or Outage) of online data services used by CivilGEO software products.

License Overview

The License Overview option on the dashboard displays the number of active, expiring, and expired software licenses.

Users

The Users option on the dashboard allows the administrator to manage who can access the product license(s), add or delete users and, enable/disable two-factor authentication, etc.

Refer to this article in our knowledge base to learn how to create a new user or administrator on the Customer Portal.

Refer to this article in our knowledge base to learn how two-factor authentication works on the Customer Portal.

Assigned Products

The Assigned Products option on the dashboard displays the list of software product(s) and the associated license type assigned to the user/administrator.

Note: Clicking on the Assigned Products menu item on the left side panel displays the same list of software product(s) and the associated license type assigned to the user/administrator.

Learn

The Learn option on the dashboard provides a list of video tutorials that are specifically designed to guide users on how to use CivilGEO software products.

Managing the User Profile

1. To view and/or edit the user profile, click on the profile picture of the user displayed at the top right corner of the Customer Portal and select the My Account option.
   
2. The Account Settings page will be displayed showing the user profile information.
   
3. Click on the edit option (Pencil icon) to edit the settings of the user account such as first name, last name, and email ID. In addition, the user can upload a profile photo by clicking the [Upload Image] button.

Downloading Latest Release Software

This section describes how to download the latest version of the licensed software products associated with your account.

Refer to this article in our knowledge base, which discusses how to download the latest CivilGEO software from the CivilGEO Customer Portal.

Generating a License Listing

The Licenses menu item from the left side panel allows the administrator to view a list of all current and past software licenses. Clicking on the Licenses menu item displays the Licenses page that shows information associated with the software licenses such as name of the software product, license issued date, type of license, etc.

The user can filter out the list of licenses based on different filter options available.

Follow the steps below to use the filter option:

1. Click on the filter icon and the list of filters will be displayed.
   
2. From the Application dropdown combo box, select the type of application. By default, All is selected.
3. From the Type dropdown combo box, select the type of licenses. By default, All is selected.
4. From the Status dropdown combo box, select the status (active or expired) of the licenses. By default, Active is selected.

Add Licenses

The Add Licenses menu item from the left side panel allows the admin to make a request to add more license(s).

To add a new license, follow the steps below:

1. From the left side panel, click on the Add Licenses menu item, as shown below.
   
2. The Add Licenses page will be displayed.
   
3. This page allows the administrator to define information for purposes of requesting additional license(s).
4. From the License Details section and Product dropdown entry, select the software product for which you would like to add more license(s).
5. Specify the number of license(s) to be added for the selected software product from the Quantity entry field and click the [Next] button.
6. The Contact Information section will be displayed. Specify all the required contact information and click on the [Next] button.
   
7. From the Terms and Conditions section, check the “I agree to the above terms” checkbox and click the [Submit] button.
   
8. The following dialog box will be displayed.
   
9. Enter the password to submit the request and then click on the [Login] button.

Your request will be forwarded to the CivilGEO licensing team for further processing.

Product Usage

The Product Usage menu item from the left side panel allows the administrator a comprehensive overview of the product’s licensing details such as usage history, active license status, usage chart, etc.

Usage Details

The Usage Details option under the Product Usage menu item allows the administrator to view information related to how the software license is being utilized.

Follow the steps below to view the usage details of the software product:

1. From the left side panel, select the Usage Details option under the Product Usage menu item.
   
2. The Usage Details page will be displayed.
   
3. Fill in the required fields such as the name of the software product, date range, etc. to get the filtered information for the software product usage. If Custom is selected in the Date range dropdown combo box, then start and end dates for the date range can be specified. Otherwise, the date range selector fields are disabled.
4. Click on the filter icon and select the required options to get the filtered information for the software product usage, as shown below.
   

Licenses in Use

The Licenses in Use option under the Product Usage menu item allows the administrator to view which users within the organization are currently using the software licenses.

Follow the steps below to view the list of active software licenses in use:

1. From the left side panel, select the Licenses in Use option under the Product Usage menu item.
2. The Licenses In Use page will be displayed. This page lists all the users who are currently using the software license.
   
3. The user can filter out the list of active licenses based on the different filter options available. Click on the filter icon and the list of filters will be displayed.
   
4. From the Application dropdown combo box, select the type of application. By default, All is selected.
5. From the License Type dropdown combo box, select the type of license. By default, All is selected.
6. From the Serial No. dropdown combo box, select the serial number. By default, All is selected.

Usage Chart

The Usage Chart option under the Product Usage menu item allows the administrator to view the usage of software licenses in the chart format. This usage chart assists administrators in making business decisions to determine if additional software licenses need to be acquired. This usage chart can also be copied to the clipboard and pasted into Microsoft Word for report creation.

Follow the steps below to view the utilization of software licenses in a chart format:

1. From the left side panel, select the Usage Chart option under the Product Usage menu item.
2. The Usage Chart page will be displayed.
   
3. This page shows that the software licenses are being utilized during the specified date range.
4. Fill in the required fields to get filtered information for the usage of software licenses. When Custom is selected in the Date range dropdown combo box, then only the start and end dates for the date range can be specified. Otherwise, the date range selector fields are disabled.
5. When the date range selector fields are enabled, a calendar control is provided to select the start and end date. The minimum date range is one day, and the maximum date range is one year. Future dates cannot be selected.
6. Click the [Apply] button to view the software licenses being utilized during the specified date range.

Usage Heat Map

The Usage Heat Map option under the Product Usage menu item allows the administrator to view how often the software licenses are being utilized during the specified date range in a heat map format. The heat map table is represented by a data grid and data cells. This data grid has 7 columns corresponding to the days of the week (i.e., Sunday, Monday, Tuesday, etc.) and data grid cells correspond to the dates of a month.

The data cells in the usage heat map display the following information:

1. Date
2. Maximum number of simultaneous licenses used during that day
3. Maximum available licenses
4. Usage Percentage (Maximum number of simultaneous licenses used during that day / Maximum available licenses)

Note: Each data grid cell changes its background color based on the usage percentage of the software license, as shown below:

Follow the steps below to view how the software licenses are being utilized in a heat map format:

1. From the left side panel, select the Usage Heat Map option under the Product Usage menu item.
2. The Usage Heat Map page will be displayed.
   
3. This usage heat map shows the software licenses being utilized during the specified date range.
4. Fill in the required fields to get filtered information for the usage heat map for the software licenses of interest. When Custom is selected in the Date range dropdown combo box, then only the start and end dates for the date range can be specified. Otherwise, the date range selector fields are disabled.
5. Click the [Apply] button to view the software licenses that are being utilized during the specified date range.

Licensing Alerts

The Licensing Alerts menu item from the left side panel can provide email and text alerts to administrators for various licensing issues—for example, when the software license is about to expire or has already expired, over-usage of the software licenses, etc.

Follow the steps below to configure the software licensing alerts:

1. From the left side panel, click on the Licensing Alerts menu item.
   
2. The Licensing Alerts page will be displayed.
   
3. Select the alert trigger checkboxes to activate the required licensing alerts.
4. Enter the required contact details for which licensing alerts are to be received. Note that additional email addresses and phone numbers can be added by pressing the [Enter] key.
5. After filling up the required fields, click the [Update Alerts] button to receive software license alerts.

Admin Center

The Admin Center menu item from the left side panel contains various options that allow administrators to manage user groups and the settings of the entire account.

Manage Users

The Manage Users option under the Admin Center menu item allows the administrator to view all the users using the software licenses, add or delete users and administrators, as well as control whether the two-factor login authentication is enabled or disabled. Refer to this article in our knowledge base to learn how to manage user groups using the Manage Users option.

Manage User Groups

The Manage User Groups option under the Admin Center menu item displays a list of the users in the organization that have access to software licenses. The members of the user group share the same software products, licenses, and associated settings as they typically reflect an organization’s structure, with specific departments, projects, or teams. The administrator can create and delete user groups on the Customer portal.

Follow the steps below to create a new user group:

1. From the left side panel, select the Manage User Groups option under the Admin Center menu item.
2. The User Groups page will be displayed. Click on the add icon [+], as shown below.
   
3. The Add Group page will be displayed. Fill in the required user group details and click on the [Add] button to create a new user group.
   

Welcome Emails

The Welcome Emails option under the Admin Center menu item allows the administrator to add new welcome emails. These emails provide help to the new user groups to get started with the Customer Portal and software licenses. When users are first added to an account, they receive a welcome email that explains how to log into the Customer Portal to access the software licenses. The Customer Portal administrator can customize the message within these emails and manage the reply email address and additional contact information for new users to send questions.

Follow the steps below to manage welcome emails:

1. From the left side panel, select the Welcome Emails option under the Admin Center menu item.
2. The Welcome Emails page will be displayed.
   
3. In the Reply Email Contact subsection, the administrator can manage the email address that appears in emails to users.
4. To create new welcome emails, click on the add icon [+], as shown below.
   
5. The Add Welcome Email page will be displayed.
   
6. Fill in the required user details and custom email content. Click on the [Add] button to create a new welcome email.

Custom User Fields

The Custom User Fields option under the Admin Center menu item allows the administrator to add or delete custom user fields for additional information. Refer to this article in our knowledge base to learn how to create new custom user fields.

License Management

The License Management option under the Admin Center menu item allows the administrator to effectively manage active software licenses i.e., to assign and revoke an active software license from the user or administrator on the Customer Portal. This option displays the list of software products, the type of software licenses, and to whom the software licenses are assigned.

Refer to this article in our knowledge base to learn how to assign or revoke an active software license from the Customer Portal.

Active Devices

The Active Devices option under the Admin Center menu item allows the administrator to view and manage devices within the organization that are currently using the software licenses.

Follow the steps below to view the list of active devices:

1. From the left side panel, select the Active Devices option under the Admin Center menu item.
2. The Active Devices page will be displayed. This page lists all the devices that are currently using the software licenses.
   
3. The administrator can filter out the list of active devices based on the available filter option. Click on the filter icon and the following filter option will be displayed.
   
4. From the Application dropdown combo box, select the type of software application (e.g., GeoHECRAS, GeoHECHMS, or GeoSTORM). By default, All is selected.
5. This page also allows the administrator to revoke an active software license for the selected device by clicking the device icon from the Disconnect column. Refer to this article in our knowledge base to learn how to revoke an active software license from the Customer Portal.

Portal Configuration

The Portal Configuration option under the Product Usage menu item allows the administrator to customize the Customer Portal by updating the portal logo, portal name, etc. as per the company’s requirements.

Follow the steps below to configure the Customer Portal settings:

1. From the left side panel, select the Portal Configuration option under the Admin Center menu item.
2. The Portal Configuration page will be displayed.
   
3. The administrator can specify the portal name and portal logo. In addition, the administrator can also enable/disable two-factor authentication and software update notifications.
4. Click the [Update Settings] button to update the Customer Portal configuration settings.

Request Training

The Request Training menu item from the left side panel allows the user to request free training for CivilGEO software products to improve engineering work processes and productivity.

Follow the steps below to request free training:

1. From the left side panel, select the Request Training menu item.
2. The Request Training page will be displayed.
   
3. Fill in the required information and click on the [Submit] Button.
4. The training request will be forwarded to the CivilGEO technical support team. They will be glad to honor the requested training date and time given the availability of training engineers. The user will get a confirmation calendar invite by email if the requested training date and time are available. If it is not available, a support person will contact the user for possible alternative date(s) and time(s).

Signing In to CivilGEO Software

This section describes how to sign in to the CivilGEO software with a registered email address and password and directly access the CivilGEO Customer Portal from within the software. Refer to this article in our knowledge base to learn how to sign in to CivilGEO software.

If you are still having issues, contact our technical support. They will be glad to assist you further.