Setting up your EquatIO Group License - Texthelp Google™ Admin Tool


You can add the Texthelp Google™ Admin Tool from the Chrome Web Store

Overview

The Texthelp Google Admin Tool is a Chrome extension that allows G Suite administrators and Groups admins to manage and license  group licenses for EquatIO™ 

       Equatio   

Note: If your organization also has licensing for Read&Write in addition to EquatIO, groups can also be setup and managed using these instructions.

RW-Google-CMYK-v2.png RW-Windows-CMYK.png   RW-Mac-CMYK.png   

Important!

Installation

The Texthelp Google Admin Tool can be added from the Chrome Web Store. You must be logged into the Chrome browser and the Google Admin Console with at least a Groups Admin account when adding the Texthelp Google Admin Tool


Texthelp Google™ Admin Tool Chrome Web Store Add to Chrome

   

Add Extension

Click Add extension to add to Chrome

The first time you click on the Texthelp Google Admin Tool icon Texthelp Google Admin Tool Icon you will be asked to choose an account

Choose an Account

Select your account and it will display the permissions dialog. These permissions are required to use the tool

Allow Button

Click Allow to grant permissions

Once added, the tool icon will then be found in the Chrome toolbar

Texthelp Google Admin Tool Icon

If the icon does not appear,click on the three dots to the right of the icon and go to More tools > extensions or type chrome://extensions in the address bar and verify that the Texthelp Google Admin Tool is listed

Administrator Access

Note: All Groups and Google admins must be entered in our licensing system as a contact for each license purchased in order to be authenticated as a group admin and to use the tool as outlined below.

Before using the Texthelp Google Admin Tool  as a Google administrator or if designating a Groups admin to use the Texthelp Google Admin Tool, please email support@texthelp.com with the following information (if this has already been sent, please disregard):

  • Each admin’s first and last name
  • Each admin’s email address (Note: This must be the email address used to access the Google Admin Console)
  • The product code(s) associated with the license that the admin will be managing (very important!!)

  


How To Designate a Groups Admin

Important! 

You must have Google administrator rights in order to designate a Groups Admin.

 Method 1:

  1. In the Google Admin Console under Users, select a user that you want to designate as a Groups Admin
  2. In their profile, scroll all the way down and click on Show more
  3. Choose Admin roles and privileges
  4. Click on Manage Roles
  5. Select Groups Admin
  6. Click Update roles

Method 2:  

  1. In the Google Admin Console, go to the Home Page
  2. Click More Controls at the bottom of the page
  3. Select Admin roles
  4. Select Groups Admin from the left column under System Roles
  5. Select Assign admins and enter a name
  6. Click Confirm Assignment
  7. Once you assign a Groups role, you can then select the account and click on the Privileges tab and manage what access they have. We recommend allowing only Read and Update for privileges

Groups admins will need access to the Google Admin Console and then download the Texthelp Google Admin Tool


Note: We recommend creating a test account to make sure that Groups admins can run the tool and not have more access than needed


Options

After accepting the permissions, the options dialog appears. This allows the admin to set the options for the first time. Under the Settings tab the delay between syncs can be set and logging can be enabled.

Settings

Delay

  • Delay is how large the wait is between syncs. The default is 0 hours which switches off the sync.
  • If Delay is set to 0 then manual syncing must be performed when any changes are made to groups.
  • Slide the dot to the right to set the interval for running a sync.
  • Once Delay has been set, the Texthelp Google Admin Tool will continue to run in the background and will synchronize users according to the delay set.

Note: Chrome must be running in the background under an admin profile in order for sync to run.

Texthelp Google Admin Tool  Delay Settings


Enable Logging

Enable logging will create a Log tab that captures sync information. This information can be used to send to Texthelp Technical Support in case any errors appear when running a sync.

Texthelp Google Admin Tool  Enable Logging


Texthelp Google Admin Tool  Enable Logging Settings


Groups

Under the Groups tab, the Texthelp Group License Product Code and number of purchased seats appears. 

Note: If more than one Product Code is shown, it means that your organization has purchased more than one Group license

Texthelp Google Admin Tool  Groups Settings Screenshot.png



Selecting Groups to License

Multiple groups can be selected for licensing EquatIO (and Read&Write if licensing is purchased) group license users.

  • You can select an existing group that is already in the list under the Groups tab
  •  Create a new group in the Google Admin Console and it will appear in the Groups tab. Users then can be added to the new group
  •  Once all groups are setup, they can be selected in the Groups tab in the Texthelp Google Admin Tool by ticking the box to the right of the group name

Texthelp Google Admin Tool Groups

Note: All other groups that exist for the domain will also appear in the Groups tab so the list may contain groups that are not being licensed for EquatIO

It is important to note that the Google Admin Console does not allow sorting in the Groups module

Important!

If a license has no Google groups assigned to it the license will not sync. This is to protect licenses that an admin may have access to that they don't administer using the Texthelp Google Admin Tool.

If you wish to remove all users from a license you must assign an empty Google group to the license. For example, if somebody syncs a license with one group attached with 10 users, the license will have 10 users. If they then remove that group and sync it will still have 10 users as the tool sees there are no groups attached and skips that license. If an empty group is attached to the license and synced the users for that license will then drop to 0.


Pre-checks before uploading

Before uploading users, the tool runs several checks. They are as follows:

  1. Checks that the user is logged in. If you aren’t logged in as an administrator or groups admin in the Google Admin Console, the tool cannot proceed any further. Note: All admins must be registered in our system in order to use the Admin tool. (See Administrator Access for more information).
  1. Checks that the user has group admin rights. You must be logged in with at least a groups admin account to use this tool.
  2. Checks for Google groups (All groups will appear in Groups tab - only groups to be used with your EquatIO license should be selected.)

Important!

If no groups exist, you will need to create at least one group with users who will be using EquatIO prior to running a sync

 4. Checks that there are users in the group to license. If there aren’t any users in the group, you’ll need to log into the Google Admin Console to add users to the group(s). The Texthelp Google Admin Tool  will need to run a sync after users have been added

Important!

If there are more users in the group(s) than licenses purchased then only the allotted number of users will actually be licensed. Users will be licensed in alphabetical order as this is how accounts are organized in the Google Admin Console database


Synchronizing

 To run a sync, right click on the Texthelp Google Admin Tool icon Texthelp Google Admin Tool Icon then choose Sync Now


Sync Now


When synchronization is in progress, a green badge appears on the icon

Sync Complete

When synchronization has finished, the green badge disappears. If an error occurs a red badge appears instead.

Sync Error

To view any errors check the status by clicking on the icon which will display the status page


Status Page

Click the icon in the Chrome toolbar to bring up History

Texthelp Google Admin Tool Icon


Texthelp Google Admin Tool Groups History

History shows Last Successful Sync date and time and Last Error notification