Document ID: M17-CERT-001-D2
Audience: Customer company administrator
Scope: User management, licensing, seats, subscriptions, and support
Last updated: 2026-07-02
Status: Commercial Release 1
1. Purpose
This guide is for the company administrator at your organization. You manage users, seat assignments, product access, and subscription visibility on your Jakten deployment.
Your subscription is managed at jakten.net. Platform mirrors entitlements locally and enforces seat limits on your deployment.
2. Administrator responsibilities
| Area | Your responsibility |
|---|---|
| Users | Create, update, and deactivate company users |
| Seats | Assign and revoke named-user seats |
| Products | Enable Jakten Risk for the company |
| Licensing | Activate, validate, and monitor subscription status |
| Legal | Accept EULA, Terms, and Privacy on behalf of the company |
| Projects | Create projects and assign Jakten Risk to projects |
| Support | Contact Jakten when subscription or access issues occur |
3. Accessing administration
- Launch Jakten Platform.
- Sign in with your administrator credentials.
- Open Administration from the main navigation.
Common administration areas:
| Area | Menu path |
|---|---|
| Users | Administration → Users |
| Products | Administration → Products |
| Licensing | Administration → Licensing |
| Seat assignments | Administration → Licensing → Seats |
| WBS standards | Administration → Standards → WBS |
4. Licensing administration
4.1 Activation
After purchase, you receive an activation key (JKTN-XXXX-XXXX-XXXX-XXXX) in your onboarding email and on the checkout success page.
Activate in Platform:
- Sign in as administrator.
- Go to Administration → Licensing.
- Enter your activation key in Activate subscription.
- Click Activate with key.
Expected result:
- License status shows Active
- Entitlements include Jakten Risk and Jakten Platform seats matching your purchase
- The administrator who activated receives a Platform seat assignment
- Jakten CSI Starter Library is published automatically for first project creation
Important: Activate once per company deployment — on your single-user PC or on the office server, not on each workstation.
4.2 Validate license
Use Administration → Licensing → Validate to re-check subscription status. Run validate:
- After extended offline operation
- When the dashboard shows license warnings
- Before renewal as a health check
4.3 License status
The licensing hub shows:
| Field | Meaning |
|---|---|
| Status | Active, grace, expired, or not yet activated |
| Operational mode | Normal, read-only, or blocked |
| Expiration | Current subscription term end |
| Entitlements | Licensed products and seat limits |
| Seat utilization | Assigned vs purchased seats |
| Legal acceptance | Current or pending |
5. User management
5.1 Create users
- Go to Administration → Users.
- Click Invite user.
- Enter email and display name.
- Save.
Release 1: Platform does not send invitation emails automatically. Provide sign-in credentials to each user directly.
If all Platform seats are assigned, create users only after freeing or purchasing additional seats.
5.2 Update and deactivate users
Select a user to edit display name, email, or active status. Deactivated users cannot sign in.
5.3 Roles
Release 1 includes standard company roles (Administrator, Editor, and others). Assign roles from the user detail panel.
6. Seat management
6.1 View utilization
Go to Administration → Licensing → Seats to see purchased, assigned, and available seats for Platform and Risk.
Platform seat limit matches your highest active paid module seat count.
6.2 Assign seats
- Select a user.
- Assign Jakten Platform and Jakten Risk seats as needed.
- Save.
Rules:
- The administrator must hold seats for every licensed product the company uses
- You cannot assign more seats than purchased
- Users need both Platform and Risk seats to open Risk
6.3 Revoke seats
Revoke a seat when a user no longer needs access. The user loses product access on next sign-in or workspace open.
6.4 Adding or reducing seats
Additional seats purchased through checkout or the Stripe Customer Portal appear after subscription sync. Assign new seats under Licensing → Seats.
To reduce seat count, revoke assignments first, then adjust quantity in the Stripe Customer Portal.
7. Products and projects
7.1 Enable Jakten Risk
Go to Administration → Products and enable Jakten Risk for your company. Enabling the product does not assign seats — do that separately under Licensing → Seats.
7.2 Assign Risk to a project
Each project must have Jakten Risk assigned before users can open the Risk tab:
- Open the project workspace.
- Assign Jakten Risk to the project when prompted, or through project administration.
See the Jakten Risk Launch Guide for opening Risk after assignment.
8. Billing and renewal
8.1 What you see in Platform
Platform shows subscription term, entitlements, and enforcement state. It does not show Stripe invoice history or stored payment methods.
8.2 Billing self-service
For invoices, payment method updates, seat changes, and cancellation:
- Use the Stripe Customer Portal (Stripe-hosted)
- Obtain the portal link from your Stripe receipt email or [email protected]
8.3 Renewal
Annual subscriptions renew automatically when your payment method succeeds. Ensure your card is current in the Stripe Customer Portal before your renewal date.
9. Payment problems and access restrictions
If payment fails or a subscription expires, access may change over time:
| Stage | Typical experience |
|---|---|
| Early grace | Full access; warning may appear — update payment method |
| Read-only period | View data; new edits blocked |
| Blocked | Normal users blocked; administrator may still access licensing to recover |
Recovery steps:
- Review status under Administration → Licensing.
- Update payment method in the Stripe Customer Portal.
- Click Validate after payment succeeds.
- Confirm operational mode returns to Normal.
- Contact [email protected] if access does not restore within 24 hours after payment.
10. Support requests
| Situation | Contact |
|---|---|
| Lost or invalid activation key | [email protected] |
| Seat count mismatch vs purchase | [email protected] |
| Read-only or blocked after payment | [email protected] with payment confirmation |
| Risk workspace access errors | Check seats, product enable, and project assignment first |
Include company name, administrator email, Platform version, and steps already attempted.
Related documentation
| Guide | Purpose |
|---|---|
| Single-User Quick Start | First-time single-user setup |
| Office Deployment Guide | Multi-user office setup |
| Choose Your Deployment | Profile selection |
| Jakten Risk Launch Guide | Opening and working in Risk |
| Troubleshooting Guide | Common errors |