Managing Claris Connect

When you purchase Claris Connect from the Claris Store, you specify the organization (or team) for the Claris Connect license. After the purchase, you receive a welcome email with links to Claris Customer Console and Claris Connect. You use Claris Customer Console to manage your Claris Connect team and subscription. For information, see Claris Customer Console Help.

As a team manager, in Claris Customer Console, you can:

• invite other users to join Claris Connect, as users or team managers

• remove team managers, removing them from all projects in Claris Connect

• remove non-team managers from Claris Connect

When you sign in to Claris Connect, you land on the homepage, and your team name is displayed at the top left.

At the top right of the homepage, click to access your user profile in Claris Customer Console, or to sign out.

Click ... next to the team name to see the number of:

• active and allotted flows for your subscription.

• used and allotted monthly steps for your subscription.

  If you are a team manager, you can invite and manage users, and upgrade your subscription in Claris Customer Console. You can also add a secure on-premise agent for data access behind a firewall. See Setting up an on-premise agent.

The monthly step count is a sum of all steps ran across all flows through all of your projects. This number is reset on the first day of each month. In-app alerts notify you if you get close to the monthly step limit as well as if you reach the limit. When the limit is reached, flows are suspended until the following month or until your subscription has been upgraded, at which point flows will be reactivated. Use the flow history for information about flow runs for each project. See Viewing flow history.