Manage your Customer Account

Once you successfully register as a Customer inside IntelliBuddies Account Manager, you can log into the portal and perform the following functions.

• Manage your IntelliBuddies Subscriptions
• Download and Deploy IntelliBuddies Software
• Activating your Subscription
• Monitor your Deployments
• Managing IntelliBuddies Support Tickets

Managing your IntelliBuddies Subscriptions

Account Manager allows Customers to create and manage their IntelliBuddies Subscriptions.

Creating New Subscription

• Login to Account Manager Portal using your registered email-id or customer-id
• Expand the Subscriptions menu in the left pane.
• Click on New Subscription
• In the New Subscription dialog, choose the appropriate edition, Enterprise or Professional, from the drop-down list.

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Click here to know more about IntelliBuddies Subscriptions

• Add the appropriate Product (s) or SKU(s) to this Subscription by selecting the Product from the drop-down under the Name column and specifying the license count.

  

• In the case of Enterprise and Professional editions, the default product and license count are listed based on the subscription type (Standard or Trial) in Products, Name, and Quantity columns.

  • Here is the view of the Enterprise edition with a standard subscription:
  • Here is the view of a Professional edition with a standard subscription:

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You can add one or more products available as part of the product list. In the case of the Enterprise edition, the Control Room product will be, by default, added.

• Provide the Description of the new Subscription for your future reference.

• Click on the Submit button

  

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On approval of your Subscription, a Serial Key will be generated. You can copy your Subscription Serial Key to activate your deployments.

Top Up existing Subscription

• Login to Account Manager Portal using your registered email-id or customer-id

• Expand the Subscriptions menu in the left pane.

• Click on Enterprise to top-up your Enterprise Subscription or Professional to top-up your Professional Subscription. It will display all your existing Subscriptions on the right pane.

• Select the Subscription you want to top up from the right pane.

• Right-click and select Top Up

• Add one or more Products or SKUs to the current Subscription by selecting the Product or SKU from the drop-down and specifying the respective incremental license count.

• Click on Submit

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On approval of your top-up, you can Refresh License (Enterprise Edition) or use your Subscription Serial Key (Professional or IntelliAppZ) to activate new deployments

Renewing your Subscription

You can renew your Subscription thirty(30) days before it expires. To renew:

• Login to Account Manager Portal using your registered email-id or customer-id

• Expand the Subscriptions menu in the left pane.

• Click on Enterprise to renew your Enterprise Subscription or Professional to renew your Professional Subscription. It will display all your existing Subscriptions on the right pane.

• Select the Subscription you want to renew from the right pane.

• Right-click on the Subscription and click on Renew Subscription

  

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You can alter your Subscription product or SKUs and their corresponding license count before hitting Submit button.

• Click on Submit

Subscription Serial Key

On approval of your Subscription request, the Account Manager generates and associates a Serial Key with each Subscription. You can use this Serial Key to activate your deployments.

Once your Subscription is approved, you can come to the IntelliBuddies Account Manager and copy the Serial Key. To get your Subscription Serial Key:

• Login to Account Manager Portal using your registered email-id or customer-id
• Click on Subscriptions
• Click on the Enterprise or Professional subscription page from the left pane.
• Right-click on the Subscription and click on Copy Serial Key
• Save the copied Serial Key in a safe location

Activating your Subscription

To activate your Subscription, you need to have completed the following prerequisites.

1. Downloaded and deployed IntelliBuddies
2. Obtained and have access to your Subscription Serial Key

There are two ways to activate your Subscription; Online and Offline.

Online Activation

It is the recommended and easiest way of activating your Subscription. It needs internet connectivity on the system where you are activating your deployment.

Offline Activation

If you do not have an internet connection on the system to activate your deployment, you can go with Offline Activation.

Enterprise Subscription Activation

You can activate your Enterprise Subscription through your Control Room. To activate:

• Login to the Control Room using your Administrator account
• Go to Administration->Licenses
• Click on the + button
• Provide your Subscription Serial Key
• Select either Online or Offline mode of activation and activate the Subscription

Professional Subscription Activation

You can activate your Professional Subscription through one of the Professional component activations. To activate:

• Open Professional Client Tool (Process Designer or Assistant Buddy)
• Go to Backstage View
• Go to Account
• Click on License Status
• Click on Activate License
• Provide your Subscription Serial Key
• Select either Online or Offline mode of activation and activate the Subscription

Managing Support Ticket

To get technical assistance related to the Product, email support@intellibuddies.com or raise the support ticket inside Account Manager by logging in using your registered email or customer-id.

Account Manager provides the following functionalities to manage your support tickets.

• Support Dashboard
• Creating Support Ticket
• Edit and view your existing tickets

Support Dashboard

The Support Dashboard provides you a brief analytics of your Support Tickets. It gives information about total support tickets raised by you across your Subscriptions and their status analytics.

It also provides you valuable filters where you can filter it based on a specific Subscription or tickets created after or before a particular date.

Creating Support Ticket

• Login to Account Manager Portal using your registered email or customer-id

• Expand the Support menu in the left pane.

• Click on New Ticket

• The New Ticket dialog appears.

• From the Properties pane inside the New Ticket dialog

  • Choose the appropriate Subscription for which you need to raise a ticket
  • Choose the appropriate Product(s) or SKU(s)
  • Select the Product Version that you have currently deployed and using

• Set the ticket's priority (Low, Medium, High, or, Critical) by selecting the appropriate radio button.

• Provide the Ticket summary in the Subject text box.

• Provide a detailed Description of this ticket to help our Support or Engineering team understand the support request.

• If your description requires you to attach a few files, you can do the same by using Add Attachment(s)

• Click on the Submit button

  

Ticket List

• Login to Account Manager Portal using your registered email or customer-id

• Expand the Support menu in the left pane.

• Click on Tickets

• You will see all the tickets raised by you in the right pane along with their corresponding Status

• You can then select a specific ticket, right-click and select View. It will give you a descriptive view of the ticket.

  

Support Ticket Status Details

Status	Description
New	Support Ticket was successfully created and is waiting to be taken by IntelliBuddies Support Team.
Open	IntelliBuddies Support Team has acknowledged the receipt of this ticket and is currently working on it.
Close	Your Support Ticket is addressed and closed.

Download and Deploy IntelliBuddies Software

• Login to Account Manager using registered email or customer-id.

• Click on the Downloads in left pane.

  

• Click on the appropriate IntelliBuddies editions to download the corresponding MSI onto your system

Web Installer

Enterprise

Professional

Monitor your Deployments

• Login to Account Manager using registered email or customer-id.
• Expand the Subscriptions menu in the left pane.

Monitor Enterprise Edition

• Click on Enterprise in left pane. It will display all your existing Subscriptions on the right pane.

• You can monitor your subscriptions by checking the following details.

  • Activation and Expiration date and time of each Subscription.
  • Number of Days left for expiry of license.
  • Status (Active, Ready, etc.) of license

• You can right-click on each Subscription and choose View License History to check the following details.

  

  

  • Who activated the license
  • Machine details where it is activated

Monitor Professional Edition

• Click on Professional. It will display all your existing Subscriptions on the right pane.

• You can monitor your subscriptions by checking the following details.

  • Activation and Expiration date and time of each Subscription.

  • Number of Days left for expiry of license.

  • Status (Active, Ready, etc.) of license

  • Expand each Subscription to view the products

    

    You can right-click on each Product and choose View License History to check the following details.

    

    • Who activated the license
    • Machine details where the Product activated