During the enterprise onboarding process, your organization purchases plans offering access to various Adobe products and services. The products can include Creative Cloud products such as Photoshop, Illustrator, and InDesign. The products can include Document Cloud products such as Acrobat and services such as Adobe Sign. The plans can also include Marketing Cloud products such as Adobe Analytics and Adobe Audience Manager.

You can fine-tune the usage of these plans within your organization through product configurations. Product configurations let you enable all or a subset of Adobe services available in a plan and customize settings associated with a given product and plan. You can then assign administrators, called Product Administrators, to the product configurations. These administrators add end users to the product configurations that they manage.

The Products tab of the Admin Console provides the options to manage your products and product configurations.

Manage Products

As a Product Administrator, you will be assigned administrative privileges to one or more products in your organization. You can assign users and groups to the products that you have been assigned. Optionally, you can then assign roles to these users. You can also create product configurations and assign Product Configuration Administrators to the configurations that you create.

Add users and user groups to a product

  1. Log in to the Admin Console.

  2. In the left pane, click Products.

    The Admin Console displays the Products page, listing the Adobe product plans for which you are an administrator.

  3. Click open a product.

  4. On the Product Details page, navigate to the User tab and click  in the upper-right area of the screen to add a user or user group.

  5. In the Add Users and User Groups dialog, search for the user or group you want to add.

  6. Click Add.

The user is now listed on the User tab.

Note:

To remove a user or user group, select the user or user group on the User tab and click the icon in the upper-right area of the screen.

Assign roles to users and user groups

If your product supports product roles, you can assign roles to users as you add them to a product configuration.

Note:

Every product that supports roles specifies a default role. If you do not specify a role when adding a user to a configuration, they take on the default role. As an example, for Adobe Target, the default role for a user is Observer. 

For details on working with roles in product configurations, see Manage roles.

Export product list

Applicable role: System Administrator

You can export the list of products purchased and assigned that can be used by the procurement department in your organization.

The CSV file that you download contains the list of products in your organization:

  • Nickname: Of the product configuration
  • Name: Of the product to which a configuration belongs
  • License Quota: Number of users assigned to a configuration. See Define and manage quotas.
  • Assigned: Users assigned to a configuration
  • Admins: Administrators for a configuration
  1. In the Admin Console, click Products.

  2. Click the Export product list icon  in the upper-right corner of the page.

  3. Choose a folder location to download the file and click OK.

The file download procedure will depend on the browser that you are using and the browser-specific settings. You will receive a visual cue when the download is complete.

Note:

There is a bug in the Safari browser that does not provide any visual cue to regarding the download. The file is downloaded in stealth mode with an unknown filename.

If you are using the Safari browser, the following workaround is provided by Adobe:

When you click Data Export, a new browser window opens with the CSV data displayed on the page. You can then right-click and select Save Page to save the file locally.

Create and manage product configurations

For a user to be entitled to use a product or a service, the user needs to be part of a product configuration. The Product Administrator assigns licenses to a product configuration by associating it with a plan that you have purchased.

A user could belong to multiple product configurations, each conferring different licenses to the user. A user's final eligibility is the union of all licenses conferred by each product configuration to that user.

Note:

The concept of product configurations marks a shift from how Adobe products and services were earlier managed using the Admin Console. System Administrators now add Product Administrators and define quotas for product configurations instead of users or user groups. Product Administrators are assigned the responsibility to add users to the product configurations that they manage.

Caution:

Product configuration management is not applicable to Adobe Experience Manager Mobile. Add or manage your users from the Experience Manager Mobile Portal.

Create a product configuration

Applicable role: Product Administrator

As the Product Administrator, you can create product configurations and assign Product Configuration Administrators to the configurations that you create.

Also, you can manage the product configurations for which you are the administrator. This provides users with access to use that product. For Adobe products that support the concept of roles, you can assign roles to users of that product. This can provide users with role-based access to that product.

  1. Log in to the Admin Console.

  2. In the left pane, click Products.

    The Admin Console displays the Products page, listing the Adobe product plans that your organization has purchased.

  3. On the Products page, click the product for which you want to create a product configuration.

    The product configuration list is displayed. Even if you've never created a product configuration before, the Admin Console provides a default configuration for your use.

  4. On the Product Details page, navigate to the Configurations tab and click  in the upper-right area of the screen to create a product configuration.

  5. On the Configuration Details tab, enter a nickname for the new product configuration.

    For example, West Coast Limited Services or Dave's Photoshop team. This nickname uniquely identifies the product configuration.

    Choose a name that carries a meaning for you and your organization.

  6. Enter a description for the product configuration.

    If the product configuration includes only a subset of the Adobe services originally available in the plan, you may want to include the names of the enabled services in the description.

  7. Optionally, in the Enabled Services area, deselect any Adobe services that you want to exclude from this product configuration.

    Example: disable Adobe Sign and Edge Inspect if you think the end users for this configuration won't need these services.

    The Enabled Services area of a product configuration can vary by product. Some products may have nothing to configure here.

  8. Optionally, change the Advanced Settings.

  9. Click Save.

You're taken back to the product configuration list. The list now displays the configuration you created.

Note:

To remove a product configuration, select the configuration on the Configurations tab and click the icon in the upper-right area of the screen.

Note:

Adobe Marketing Cloud offerings are organized into permission groups pertaining to Marketing Cloud solution-specific capabilities. While setting up product configurations for Marketing Cloud, instead of disabling access to services (step 7 in the above procedure), you select a solution-specific permission group that applies to the product configuration you're creating.

Assign product configuration administrative roles to other users

Applicable role: Product Administrator

Typically, Product Administrators assign Product Configuration Administrators to a product configuration. These Product Configuration Administrators then add end users or groups to the product configuration.

Product Administrators can add Product Configuration Administrators on the Admins tab of a product configuration while creating the configuration or by editing it later.

  1. While creating or editing a product configuration, click the Admins tab.

  2. Click Add Admin.

  3. In the Add Admin dialog, search for the user or group you want to add as an administrator to the product configuration.

  4. Click Add.

    The administrator is now listed on the Admins tab.

The administrator is given access to manage this configuration and receives an email notifying them of their new permissions.

Note:

To revoke the administrator status of a user, select the user on the Admins tab and click the icon in the upper-right area of the screen.

Notes:

  • Assigning an administrator to a product configuration does not entitle that administrator to the corresponding product. To access the product, the administrator must add themselves as a user within the product configuration as well.
  • Group notification settings have no effect on administrative email notifications. Every administrator receives an email notifying them of their role.

Define and manage quotas

Applicable role: System Administrator, Product Administrator

Once you've created a few product configurations, you can use the Distribute Quota tool to define quotas to guide administrators regarding the number of users that can be assigned to those configurations. For example, if your organization has purchased a total of 1000 users for a product and you've created four product configurations, you can choose to quickly assign a quota of 250 users to each product configuration. Alternatively, you can manually fine-tune the quota assigned to the product configurations.

Note:

The quota feature is not applicable to Marketing Cloud or Stock products, since these are not sold per user.

  1. Log in to the Admin Console.

  2. In the left pane, click Products.

  3. On the Products page, select a product.

  4. On the Product Configuration tab, click  in the upper-right corner.

    The Distribute Quota tool is displayed.

  5. Use the + and – controls in the License quota field to manually edit the quota for individual product configurations.

    Note:

    The lower-right area of the screen displays the total volume purchased by your organization, and how much quota is assigned.

  6. Once you've adjusted the quotas to your satisfaction, click Save. You're taken back to the product configuration list. The list now displays the quotas you defined.

  7. Alternatively, to rapidly distribute the quota evenly between the product configurations, click .

  8. Enter the quota value to be evenly distributed and click OK.

Manage users and groups of a product configuration

Once a Product Administrator adds you as a Product Configuration Administrator to a product configuration, you receive an email notifying you that you may now participate in the management of Adobe software.

  1. In the email notification, click Accept Invitation.

  2. Log in to the Admin Console with your credentials. Review your Welcome screen and Overview page.

Now that you have the appropriate permissions, you can add to or remove users and groups from a product configuration.

Add users and user groups to a product configuration

Applicable role: Product Configuration Administrator

  1. Log in to the Admin Console.

  2. Click Products in the left pane.

  3. On the Products page, click a product plan.

  4. On the Product Details page, navigate to the Configurations tab and click open a product configuration.

  5. On the Configuration Details page, navigate to the Configuration users tab.

  6. Click  in the upper-right area of the screen and Add user(s) or Add user group(s) to add users or groups to this configuration.

  7. In the Add Users and User Groups dialog, search for the users or user groups you want to add to the product configuration and click Add.

    Note:

    If one or more of the product configurations that you select are purchased under the VIP licensing program, and all the licenses have been consumed, the following message is displayed:

    You will need to first purchase VIP licenses for the required products. For more details, see Adobe Value Incentive Plan (VIP).

    Note:

    If product roles are defined for the current product configuration, you can also choose a role as you add the user. By default, the user is added as an observer.

You're taken back to the Users page. The list on the page now displays the users and user groups you just added.

As a product configuration administrator, you can also add product configurations to user groups while you are working with user groups.

Remove users and user groups from a product configuration

  1. While you are working on a product configuration, navigate to the Configuration users tab.

  2. Select the user or user group and click the  icon in the upper-right area of the screen.

  3. Click Remove in the confirmation dialog.

Add multiple users to a product configuration

Applicable role: Product Configuration Administrator

You can use the Bulk add users procedure to simultaneously add multiple users to a product configuration.

Note:

This procedure adds existing users to product configurations. If you want to add users to your organization and to product configurations in one go, see Add multiple users.

  1. While you are working on a product configuration, go to the Configuration users tab.

  2. Click Perform bulk operations ( ) in the upper-right corner and in the drop-down list, choose Bulk add users.

  3. In the Bulk add users dialog, download the Sample template of the CSV file that will provide you with the structure of data required.

    The downloaded file contains the following data:

    • Identity Type
    • Username
    • Domain
    • Email
    • First Name
    • Last Name

    For a description of these fields, see CSV File format.

  4. Edit the downloaded file with the data of users that you want to add to the configuration.

  5. To upload the updated CSV file, in the Bulk add users dialog, click Upload and select the updated file in the Browse dialog.

  6. Click Yes to confirm the bulk add operation.

After the bulk operation is complete, you will receive an email. You can also view a detailed report of the operation, on the Product configuration > Bulk operations Results tab.

Remove multiple users from a product configuration

Applicable role: Product Configuration Administrator

You can use the Bulk remove users procedure to simultaneously remove multiple users from a product configuration. For example, if you want to move a number of users from one configuration to another, you can remove them from one configuration and then add them to the other.

  1. While you are working on a product configuration, go to the Configuration users tab.

  2. Click Perform bulk operations ( ) in the upper-right corner and in the drop-down list, choose Bulk remove users.

  3. In the Bulk remove users dialog, download a Sample template of the CSV file that will provide you with the structure of data required. Else (recommended), download the list of users for the current configuration.

    The downloaded file contains the following fields:

    • Identity Type
    • Username
    • Domain
    • Email
    • First Name
    • Last Name
  4. Open the CSV file in Excel and edit the file such that it must contain only rows for the users that you want to remove from this configuration.

  5. To upload the updated CSV file, in the Bulk remove users dialog, click Upload and select the updated file in the Browse dialog.

  6. Click Yes to confirm the bulk remove users operation.

After the bulk operation is complete, you will receive an email. You can also view a detailed report of the operation, on the Product configuration > Bulk operations results tab.

Export configuration users

Applicable role: Product Configuration Administrator

As the System administrator, you can download data for users for a configuration. You can then use this file to Add multiple users to another product configuration in your organization.

The CSV file that you download contains the data as defined in the CSV File format section above.

  1. While you are working on a product configuration, go to the Configuration users tab.

  2. Click Export configuration users () in the upper-right corner of the page.

  3. Choose a folder location to download the file and click OK.

The file download procedure will depend on the browser that you are using and the browser-specific settings. You will receive a visual cue when the download is complete.

Note:

There is a bug in the Safari browser that does not provide any visual cue to regarding the download. The file is downloaded in stealth mode with an unknown filename.

If you are using the Safari browser, the following workaround is provided by Adobe:

When you click Data Export, a new browser window opens with the CSV data displayed on the page. You can then right-click and select Save Page to save the file locally.

Bulk Operations results page

When you run a bulk operation such as adding or removing multiple users of a product configuration, you will receive an email. In addition, you can view the details of the bulk operation in the Bulk operations results tab.

  1. While you are working on a product configuration, go to the Bulk operation results tab.

  2. In this tab, you can do the following:

    • Click Cancel to stop a currently running bulk operation.
    • After a bulk operation is complete, click View results for a detailed report of the operation.
    • If some of the products specified in the upload file were purchased under the VIP program, and the licenses for these products have been consumed, these product licenses will not be assigned to the users. For details on the deficit of product licenses, click View deficit report.
    • To delete reports, click the check box to the left of the report names and then click  in the upper-right corner of the Bulk operation results tab.

Important: The Results page displays reports that are 90 days old or less. Reports that are more than 90 days old are automatically removed, without the interference of a System Admin.

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