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Manage Your Subscription

You can view your subscription details and manage subscribed users via subscription manager, and manage authorized groups in which internal users can be added for collaboration via Confide.

Subscription Manager

On the Subscription manager page, you can view your subscription details.

The Subscription information pane displays the type, expiration date, status, and registered user quantity of your subscription.

The Subscribed users pane displays both internal and external users who have registered for Confide and you can view whether the user subscribed currently. To view the subscribed users who signed in during a specific time frame, click the Filter button, and then customize a date range under Last sign-in. To export all users into a CSV report, click Export users in the upper-right corner of the page.

For external users, you can view the MFA status and click Refresh MFA status to refresh their MFA status. For the external users who have changed their phones and are unable to use MFA on the new devices, you can select the users, click Reset MFA settings, and click Reset in the confirmation window. You can also select an external user and click Edit to update the First name, Last name, or Display name for the user.

Click Inactivity setting in the upper-right corner of the page, you can configure whether to automatically deactivate users when they meet the configured inactive period. Select When the inactive period reaches _ days and enter a number to define the inactive period. Click Save to save the inactivity setting.

To remove a user seat from a user, select the user, and then click Deactivate. In the confirmation window, click Deactivate to proceed. Once deactivated, the user’s subscription will be canceled, and they will not be able to sign in to Confide anymore. To enroll the users back to Confide, you can select the users and click Activate.

NOTE

When all user seats are currently occupied, as a courtesy, Confide will grant the user who wants to access Confide with 15 days of temporary access. After 15 days, the user will not be able to sign in to Confide until a new user seat is available.

Authorized Groups

On the Authorized groups page, you can manage the authorized groups in which internal users are allowed to be added to collaborate on projects, collaborate via share center, and be shared with permissions to objects managed via Confide.

NOTE

This will not affect the users added before configuring authorized groups.

Click Add group, enter the group names or email addresses of the groups that you want to add, and click Add to add the groups as authorized groups.

To delete an authorized group, select the group and click Delete. In the confirmation window, click Delete to proceed.