This guide has been created for the step-by-step installation process to be done once an end user purchases the ReadifyRM application.
From SharePoint store
Once the customer has received the license key, the next step is to proceed and add it to the SharePoint site. For the same, the end user will need to follow below steps:
To install the application from the Microsoft AppSource, please follow the steps mentioned below:
We are providing the end users with a free of cost trial license for the initial 7 days. For the same, the users would be having following inclusions and exclusions in the application:
Once the application has been added to the page, you will be prompted to enter the license key to access the application. Please refer the below image for reference. Enter a valid license key, which you’ll be able to retrieve from the readify365 portal, and then click on activate.
Once that is done, the user would be redirected to the license management page in the application, where they can add/remove the users as per need.
Note: For authorized access, the work email using which the user has purchased the license in the readify365 portal, and the work email used for initial application configuration should be the same.
Add User
Select the user from the user field.
Select the role from the drop-down.
Select the core capabilities from the drop-down which the user can access.
Now click on the Add button to add the user.
*First-time users must have to be assigned admin role using which the purchase has been made.
Edit User/ Change Admin
Click on the pencil icon/edit button.
Now change the role or permission of the user. Then click on the Update button.
User details are updated.
Assign another user as Admin. Then click on the Update button to update the user details.
A new User was assigned as Admin. And user details are also updated.
*To change the admin user must change the role of the existing admin to a member. Only then you can assign another user as Admin.
*Only one user can be the admin at a time.
Enable or Disable User
The default user is enabled.
To change click the button beside the edit button.
Save Details
Click on submit to save all details.