Managing Bold Reports Licenses: Utilizing the Syncfusion Portal for License Management

Welcome to the knowledge base article on managing Bold Reports licenses. As a user of Bold Reports, you may be aware that currently, there is no dedicated license management portal within the Bold Reports website. However, Syncfusion, the parent company of Bold Reports, offers a comprehensive portal that allows you to conveniently manage your licenses for all Syncfusion products, including Bold Reports. In this article, we will guide you through the process of utilizing the Syncfusion portal to handle your Bold Reports licenses effectively.

You can add users in portal using following steps:

This option available for Portal (Admin, Power User, Technical Admin).

1. Login with Syncfusion and go to Portal page. This option available in “My Dashboard” page under “Enterprise Portal” section and click “Manage License”, please find the below screenshot.
   

2. If you have multiple portals, please select the portal to add users.
   

   

3. Please click the “View”, please find the below screenshot.
   

   

4. You can add Single user or Multiple users, please find below screenshot.
   

   

Add Single user:

1. Then click “Add Single user”, the popup window will open, please file the details then click “Add User” button.
   

   

2. You can create the new project while adding user in portal.
   

   

3. After, this user added successfully.
   

   

Add Multiple users:

1. Select “Add Multiple users” option, the popup window will open, please download our sample Excel Template. Then add the user in excel and upload that file using our file upload option. Please click (dot) icon. Please find the below screenshot.
   

   

2. Then click “Upload” button. The user will be added successfully.

You can Remove the users from portal using following steps:

1. Please select the user in portal detail page and click the action icon and then click “Delete” option. Please find below screenshot.
   

   

2. Then the popup confirmation window will open and click “YES” button. The user will be removed from portal.