Customer How Tos

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Customer How Tos

About Product and License Center Administration

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Access to the Product and License Download Center (PLC) is managed by a company's PLC admin. This is typically the individual listed on the order confirmation email. How does administration work? The administrator will receive an email anytime a u...
by Community Manager KPBussey Community Manager

Sample Order Confirmation Language

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The below instructions are included in order confirmation emails.( Note - all personalized links have been removed from this article, but are included in the actual emails. PRODUCT DOWNLOADS AND LICENSING INSTRUCTIONS A Flexera Community ...
by Community Manager KPBussey Community Manager

How to Associate a Customer with a Maintenance Account

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Go the customers Contact screen in salesforce Under the Contact Detail screen, click on the account name and then the pencil icon Enter in some of the company or account number. If the correct name does not appear in auto-suggest, click on look...
by Community Manager KPBussey Community Manager

Onboarding Customers and Partners

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Staff-only articles How to mimic a user (including PLC access) Troubleshooting user access to cases Associate a Customer with a Company Account Tools to encourage customers and partners to join slide deck sample language sample handouts How to...
by Community Manager KPBussey Community Manager

How to Mimic a User View

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Note: This depends upon SalesForce access levels. Sign in to Salesforce and look up the user From Service Console view, select App Launcher in upper left hand corner Select Lithium from the list of applications, which should open community in a ...
by Community Manager KPBussey Community Manager

How To: User Can't Subscribe

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Question: I can’t subscribe. I don’t see the option. Probable Issue: User doesn’t see option in 3 vertical dot menu (subscribe, bookmark, etc) – they need to sign-in. Response: I apologize for the issues. Oftentimes, the issue is due to the whether ...
by Community Manager KPBussey Community Manager

Subscribe to a User

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To subscribe to the posts and replies made by a community member: Click the user name to be taken to that user's profile page. On their Latest Posts module, click View All. Open the Message options menu and click Subscribe to RSS Feed. Microsoft...
by Community Manager KPBussey Community Manager