This guide explains how to streamline the assignment process for your team. If you have 5 or more licenses for the same version of Soda PDF, you can batch-assign them to multiple users at once.
- Open the Admin online portal: https://www.sodapdf.com/account/login
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
- Go to the Products section of your account.
- Click on the arrow under the product you want to assign.
- Click the gear icon next to an unassigned license.
- Choose the Multiple users.
You'll see a pop-up prompting you to upload your CSV file.
- Click on the Select my file button.
- Choose your file.
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 Assign License button.
- Click OK to confirm.
You'll see the success notification, and the list of assignees will be updated.