How to Assign my Soda PDF to a User or Device

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Soda PDF products upon purchase are linked to a Soda PDF account. That product can be assigned to another user. Each Soda PDF product can be linked to one account at a time

In this article, we'll cover everything you need to know about assigning products. Feel free to jump ahead to whatever is relevant to you: 

 

Soda PDF Plans Vs Soda PDF Editions

 

Soda PDF Plans

Soda PDF 360 plan allows any user to access both Soda PDF Online and Soda PDF Desktop. 

They can log in to Soda PDF Online, from any browser, with your account credentials on any device and start using the app right away. 

They can also download and install Soda PDF Desktop onto 2 devices at a time. They can also log in to their Soda PDF account and reset the linked devices for a product at any time, without assistance from the administrator account. 

 

Soda PDF Editions

You can assign a Soda PDF Edition product to any email account. You can change who the product is assigned to once per year. 

Soda PDF Editions provide lifetime access to Soda PDF Desktop for 1 device at a time. You are able to change the device two times per year.

The support team can give you additional assignments if needed.

 

Assigning a product to another user

When you assign a license to another user, they will receive an email prompting them to create an account. Once they log in to Soda PDF with their credentials they can start using the app.

Please note: the person receiving the license will not have access to any billing options. The only action they can perform is to unassign the product from themselves. 

 

Step 1 - Unassign the product from the purchase email

By default, the product is assigned to the email used when purchasing Soda PDF. When there are multiple licenses purchased at once, only one of the licenses is assigned to the admin account. 

You can unassign a license from the admin user from the account area. 

  • Go to the My Products section of your account.
  • Click on the arrow to expand the product settings.
  • Click on the arrow next to the email address you would like to remove from the list.
  • Select Unassign.

 

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  • In the popup, click on Continue.

 

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Step 2 - Assigning a Product to a new email address

  • Click on Assign to... next to Unassigned licenses.
  • Click Another user.

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  • Enter the email address of the end user into the box.
  • Click Assign.


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The new user will appear under the list of assignees.

Once they log in, they will be able to use Soda PDF. You can send them this article on how to activate it.

 

Assigning a Product to a Device

When a user logs into their account, the product is linked to the device they are using. 

In the My Products section of the Soda PDF account, you will see any device the product was assigned to.

 

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Changing a Device

  • Go to the My Products section of your account.
  • Click on the arrow to expand the product settings.
  • Click on the X to remove the device.

 

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When they next log in to Soda PDF Desktop on the new device, it will then be linked.

 

Batch Assign Products

Any time you have 5 or more licenses of the same version, you can batch-assign them to your end users.

 

Step 1 - Prepare CSV

You will need to prepare a CSV file listing each assignee. Please prepare this file based on the column settings below.

  • Column A (Required) - Email addresses of each user. 
  • Column B - First Name
  • Column C - Last Name

 

Step 2 - Select Product

  • Go to the My Products section of your account.
  • Click the arrow to expand the product you want to assign.
  • Click the arrow next to Unassigned Licenses.
  • Choose the Assign to multiple users.

 

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Step 3 - Upload CSV

You'll see a popup prompting you to upload your CSV file.

  • Click on the red arrow on the right.
  • Choose your file.


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The window will now reload showing the data from your CSV file. You can confirm the information and decide, which users from the list, should be imported. 

  • Any user with a checkbox will receive a license, remove a check if that person should not receive a license.
  • Once you are ready, click on the red arrow.


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Step 4 - Confirm assignment

You'll see a list of each assigned email account by expanding any product in the My Products section of the Soda PDF account.

 

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