Managing your Golden Software Company Account

Golden Software’s Company Account makes it easy for organizations to centrally manage licenses and users. Ready to take control? This in-depth guide is your go-to resource for mastering your Golden Software Company Account. Whether you're setting up a brand-new account or converting an existing one, you’ll find all the step-by-step instructions you need to manage your team, licenses, and billing with ease  - all from one centralized location. For a more general overview of Company Accounts please see our Golden Software Company Account page. 

Creating a New Company Account

Creating a new Company Account is the first step toward streamlined management. Please follow the instructions below to create your new Company Account today.

1. To create an account, visit https://myaccount.goldensoftware.com/create-account.
2. Select Create Account.
3. Choose Company Account and complete the required details.
4. Enter First/Last name and job title. Click Next.
5. Enter Company name, size, and activities. Click Next.
6. Enter your email address and create a password.
7. Click Create Account.

Detailed guidance on adding/inviting users, managing users, and assigning licenses can be found in the appropriate sections below.

Converting an Existing Personal Account

If you currently have a personal Golden Software account, you can convert it to a Company Account without losing any licenses or purchase history. You can complete this conversion by following the instructions provided below.

Please be advised that once an account is converted to a Company Account, the change is permanent and cannot be reversed.

1. Log in to your existing personal account at https://myaccount.goldensoftware.com.
2. Navigate to Settings | Profile Information.
3. Ensure your profile contains a Company Name.
4. Click Convert to Company.
5. Complete the required details.

Once completed, you will automatically be logged out and an email will be sent with a link to reset your password. Once you reset your password and log in, your account will now display Company Account features, including user and license management tools.

Adding/Inviting Users

Adding new team members to your Company Account is a key part of consolidating your licenses and streamlining management. You can either add a new user who doesn't have a Golden Software account or invite a user who already has one.

The Company Account offers two distinct user roles to ensure appropriate access and control:

• Admin: An Admin has full administrative access to your Company Account. This includes the ability to make purchases, manage users and licenses within the company, and perform all other administrative tasks.
• User: A User can only view the licenses that have been specifically assigned to them. They are able to access the product key for licenses assigned to them, download their software, and access activations. Users are not permitted to make any purchases or access information beyond their assigned licenses.

To add a new user

1. Go to Users & Permissions and click Add User.
2. Enter the email addresses of the new team member you’d like to add.
3. Assign the preferred Communication Preferences for this user.
4. Check Enable Online Access if you would like to grant the user access to the online portal.
5. If access is not granted, the user will appear in the Company Account portal as a user and can be assigned licenses, however they will not have permission to log in to the portal.
6. If online access is granted, assign the new user a role (Admin or User).
7. Click Add User.
8. The user will receive an email with steps to create a password and log in.

To invite an existing user

1. Go to Users & Permissions and click Add User.
2. Enter the email address of the existing team member you’d like to invite.

3. If the email has an active Golden Software account, a message will appear and the user’s information will be filled automatically.
    

   

4. Assign the preferred Communication Preferences for this user.
5. Confirm the appropriate Invitation Options.
6. If “Keep transferred licenses assigned to this user” is not checked, the licenses will be added to the Company Account as unassigned licenses.
   • When a license is added to your company account as unassigned, it is not tied to any specific user in your account. The previous user can still activate the software, but the license is now available for you to manage and assign to another user in your company.
7. Check Enable Online Access if you would like to grant the user access to the online portal.
8. If online access is granted, assign the new user a role (Admin or User).
9. Click Add User.
10. The user will receive an automated invitation email. After accepting the invitation, the user will be required to reset their password.

Managing Users

Once a user is part of your Company Account, you have full control over their permissions and access. Follow these steps to update a user's role, manage their preferences, or remove them from the account entirely.

To update a user’s role, permissions, and email preferences

1. Navigate to Users & Permissions.
2. Click on the user’s name.
3. Email preferences: Under Personal Information click the vertical ellipsis and select Edit to make changes. Click Update when finished.
4. Role and permissions: Under Account Access click the vertical ellipsis and select Edit to make changes. Click Update when finished.

Note: You can also unassign a license from a user on this screen by clicking Remove in the Software Licenses section.

To remove/disable a user

1. Navigate to Users & Permissions.
2. Click on the user’s name.
3. Under Personal Information click the vertical ellipsis and select Disable Users
   1. To view disabled users, navigate to Users & Permissions and click View: Disabled Users

Managing Licenses

With a Company Account, admins can easily assign or reassign licenses to users. As an admin, you have the flexibility to assign, reassign, or deactivate licenses to ensure your licenses are always in use by the right team members. 

To assign a license

There are two methods available for assigning and unassigning licenses to users.

1. Navigate to My Products.
2. Choose the license you want to assign and click the Assignments tab.
3. Select the user from the list.
4. Click Assign.

OR

1. Navigate to Users & Permissions.
2. Click on the user’s name.
3. Under Software Licenses click Assign License.
   1. If the user already has licenses assigned, click the vertical ellipsis and select Assign New.
4. Enter the Product Key or Support code to search for the desired license.

Please note: Only licenses with a product key can be assigned. Legacy serial number products can not be assigned.

To add or transfer a missing license to a Company Account from another existing account, please contact our support team at support@goldensoftware.com.

To unassign a license

1. Navigate to My Products.
2. Choose the license you want to unassign and click the Assignments tab.
3. Click Remove next to the currently assigned user’s name.

OR

1. Navigate to Users & Permissions.
2. Click on the user’s name.
3. Under Software Licenses click Remove next to the desired license.

To deactivate a license

1. Navigate to My Products.
2. Choose the license you want to unassign and click the Activations tab.
3. Find the desired activation and click Deactivate

The license is now ready to be activated by the same user on another PC, be assigned to another user, or be unassigned altogether.