Invite users and assign licences
Your team works in Excel. As an administrator, you use the web portal for three things: inviting people, giving them a licence, and following usage. This page covers the first two.
Where
Sign in to app.mobyanalytics.com and click the gear icon, Settings. You land on Users & licenses.
| Tab | What it is for | Who sees it |
|---|---|---|
| My company | The information of your firm | Admin |
| Users & licenses | Members, invitations, licences | Admin |
| Billing | Billing information and the payment portal | Admin |
| Usage | What the firm consumes. See Follow usage | Admin |
| Support | The support requests sent by your team from Excel | Admin, and the support contact |
| Clients & projects | The list of clients and projects used to file workbooks | Admin and Manager |
| Deliverable style | Colours, font and number formats of the workbooks Moby builds for the due diligence pack and the analytical review | Admin |
How licences work
A licence is a seat. You buy seats into a pool, then give a seat to each person who uses the add-in.
| Step | Where | Good to know |
|---|---|---|
| Buy seats | Buy licenses, or Add seat on the licences card | Choose the quantity, then Proceed to payment |
| Give a seat | Assign a license, on the row of the member | Assigning never triggers a payment: it uses a seat of the pool |
| Take a seat back | Remove license, on the row of the member | The person loses access at once. The seat returns to the pool |
| Reduce the pool | Remove seat on the licences card | Only for seats nobody holds. The removal takes effect at the next renewal |
Everyone who uses the add-in needs a seat, administrators included.
Invite someone
- In Users & licenses, click Invite a user.
- Enter the e-mail address. The name is optional.
- Choose the Role: User, Manager or Admin. See Roles.
- Leave the licence box ticked to give a seat as soon as the invitation is accepted. With no seat left in the pool, buy one first, or invite without a licence.
- Click Invite, or Invite without a license when the box is not ticked.
The person receives an invitation by e-mail. Until they accept it, their row shows Invitation sent. Cancel invitation withdraws it and frees the seat.
Next, send them Install and sign in.
Manage a member
| You want to | Do this |
|---|---|
| Change a role or a name | Open Edit user for the member |
| Set the accounting standard of a member | Edit user. They can also change it themselves in the add-in |
| Give or take back a licence | Assign a license or Remove license on their row |
| Remove someone from the firm | Delete user from company on their row |
| Keep a list of the members | Download gives the list as an Excel file |
A member without a licence shows No license. They cannot sign in to the add-in, but they can still open a workbook in consultation mode: its documents, without the chat and the workflows.
Add credits
Each licence comes with a usage budget for the billing period. When a member has used theirs up, their new runs are refused.
Add credits, on the row of the member, tops up their budget: 5, 15, 30, 60 or 120 € excluding tax. Credits are valid until the end of the current billing period.
Name a support contact
By default, the requests your team sends from the add-in go to the Moby team. You can have them read by someone in your firm first.
- Open Edit user for the member and switch on Support contact.
- That person now sees the Support tab, with the requests of the firm, the screenshots and the files attached.
- They answer the questions by e-mail, mark a request in progress or resolved, and pass technical problems on with Escalate to Moby.
The support contact does not need a licence. With no support contact, requests go straight to Moby.
Clients and projects
The Clients & projects tab holds the list of your clients and of their projects. In the add-in, anyone can then file a workbook under a client and a project, from Workbook, then Client & project.
- These labels organise the workbooks of the firm. They change neither the documents nor who can access them.
- Clients and projects are created on the portal. In the add-in, they are only picked.
- You can export the list as an Excel file, and import one to add entries in bulk.
If a payment fails
A banner Payment failed appears at the top of the add-in for the whole firm. As an administrator, click Update payment on the banner, or open the Billing tab, to update the payment method and keep the access of your team.