Self-Service Navigation for The Software Dudes Customers
HOME - CUSTOMER SELF-SERVICE
Welcome and thank you for joining the ESS platform. I am excited to introduce you to our: Software Dudes Self-Service Portal, designed to streamline and simplify your Microsoft license management. Let us dive right in and explore its powerful features and capabilities together.
STEP 1
Click on Welcome to The Software Dudes Self Service portal!
You need to take a few steps to get set up. Let us look. First, enter your Microsoft username and password. You may be required to take additional actions, such as setting up account security
STEP 2
Sign in
Next, go to the Home Icon which will serve you as a navigational tool, allowing you to easily return to the central hub from wherever you are within the platform.
STEP 3
Click on Home
HOW TO MANAGE YOUR SUBSCRIPTIONS FROM THE DUDE PORTAL
Select Manage My Services and then scroll down to access additional subscription-related options.
STEP 4
Click on Manage My Services
And then under the tab My Services…
STEP 5
Click on My Services
Hit on the Active Billing Contracts button to scroll down.
STEP 6
Click on Active Billing Contracts
Select Active Billing Contracts to view purchased billing information.
STEP 7
Select Active Billing Contracts
This will also lead you to a section where you can view details about your current billing contract or agreement such as duration of your contract, services included in your subscription, billing cycles and payment method.
Next, click on the Billing contract you want to add or edit
STEP 8
Click on the Billing contract you want to add / edit
Select the name of the subscription to choose the specific subscription plan you want to subscribe to.
STEP 9
Select the name of the subscription
The "Subscription Edit" field form will allow you to make changes to your subscription plan. This can include actions such as upgrading or downgrading the subscription tier, adding, or removing features, adjusting billing information or changing payment methods of the subscription altogether.
STEP 10
STEP 11
Click on Quantity
In the Change Logs section, the logs document the history of changes made to the service to review past updates and understand how the platform has evolved.
STEP 12
Click on Change Logs
IF YOU´VE SCHEDULED A CHANGE FOR THE FUTURE, PLEASE CLICK ON “FUTURE CHANGES” TO VIEW
STEP 13
Click on Future Changes
HOW TO VIEW AND PAY INVOICES
Here, this section will enable you to manage the financial interactions with ESS, from reviewing invoices to settling payments electronically. It enhances transparency, ease of access, and efficiency in handling billing matters within the platform ecosystem.
STEP 14
Click on General…
STEP 15
Click on Manage My Services
STEP 16
Click on My Invoices
STEP 17
Click on Home --> Work 365 --> Invoices
STEP 18
Click on Open Invoices
STEP 19
Click on Invoice ID□Billing Date□Due Date□NAME□Currency□Total Amount□Balance Amount□
STEP 20
Click on the invoice you would like to view
STEP 21
STEP 22
Click online Items
STEP 23
Click on Attachments & Notes
HOW TO VIEW YOUR PAYMENT METHODS ON FILE
In addition to viewing invoices and making payments, the section “Managing My Payments Profile” may offer functionalities for managing payment methods (such as adding or updating credit card details) and downloading invoices for record-keeping purposes.
STEP 24
Click on Manage My Services
Just follow the steps as shown…
STEP 25
Click on My Payment Profiles
STEP 26
Click on Homework 365 Payment Profiles
STEP 27
Click on Active Payment Profiles
STEP 28
Click on Active Payment Profiles
HOW TO EDIT YOUR COMPANY INFORMATION
There is also a pathway to update and manage the details that pertain to your company's profile within the platform. This involves users being able to edit fundamental information about their company, such as name, address, industry sector and contact information.
STEP 29
Click on Manage My Services
STEP 30
Click on My Company
Keeping this information current is crucial for accurate communication and billing.
STEP 31
FILL IN THE FIELDS WITH YOUR ADDRESS
STEP 32
Click on ACCOUNT INFORMATION
HOW TO ASSIGN AND REMOVE USERS
The "Manage Users" section will help manage user access and permissions within the platform.
STEP 33
Click on Manage My Services
STEP 34
Click on Manage Users
The process of user management within the platform will enable your organization to maintain security, optimize resource allocation, and ensure that users have the appropriate level of access to perform their roles effectively.
STEP 35
Click on Homework 365 Users
The "Invite Users" button allows administrators or account owners to invite new users to join the platform.
STEP 36
Click on Invite User
HOW TO ADD LICENSES FROM PRODUCT CATALOG
We have finally arrived at the section that allows administrators to allocate or provision additional licenses for specific products or services offered by the platform. Here is what it means and how it functions:
STEP 37
On “Product Catalog,” you will find the list of products and services you can subscribe to. These products could include different software packages, features, or modules offered by the platform.
STEP 38
Click on Product Catalog
We aim to ensure organizational needs are met while maintaining control over subscription management and billing.
STEP 39
Click on Homework 365 Product Catalog
The "Select Testing BP Prepaid" button on the platform streamlines the process of accessing and utilizing prepaid testing environments, providing users with a controlled and isolated space to validate changes and enhancements before they are implemented in the live production environment.
STEP 40
Select Testing BP Prepaid
STEP 41
Click on Home Work 365 Product Catalog
HOW TO SWITCH LICENSES FROM ONE USER TO ANOTHER INCLUDING ASSIGNING AND REASSIGNING
This functionality allows administrators or users with appropriate permissions to transfer software licenses from one user to another.
STEP 42
STEP 43
Click on Manage Licenses
This can involve tasks such as:
- Assigning a software license to a specific user or account.
- Moving a license from one user to another. This could be necessary when an employee leaves a company, and their license needs to be transferred to a new employee.
This feature is especially useful in environments where licenses are tied to specific users or devices, ensuring efficient management of software resources and compliance with licensing agreements.
STEP 44
HOW TO OPEN A SUPPORT TICKET
STEP 45
Click on Home
In this section, you can initiate a support ticket with the customer support team of the platform.
STEP 46
Click on My Support
The button aims to facilitate a smooth and efficient process for users to seek assistance or report issues with the platform's functionality or services.
STEP 47
Click on Support