Managing your Account and Existing Subscriptions in CORE

Managing your Account and Existing Subscriptions

This guide will help Administrator users manage their Cobweb CORE account including payment methods, licence management, Orders and invoices and audit logging.

Viewing Orders and Invoices

To view orders and invoices, see the steps below

  1. Login to Cobweb CORE as an Administrator
  2. Click Account in the left navigation pane

  1. Click Orders and Invoices

This screen will present any pending orders you may have and will include your Invoice and Order History.

 

To view any item, simply click View Pending Order, Invoice or Order History button on each tile.

Managing licences under an Existing Subscription

To manage your existing Subscriptions please follow the steps below

  1. Login to Cobweb CORE as an Administrator
  2. Click Account in the left navigation pane, then Subscriptions

  1. Here you will be presented with a list of subscriptions you have active, suspended or terminated.
  2. Click on the subscription you wish to manage


  1. Under Resource Limits and Usage, Click Change Resource Limits

 

  1. To increase your licence quantity, click the + button alongside the resource. To downgrade any licences, click the button

Once the new licence quantities have been selected, click OK

 

Your order will be placed and will provision automatically. You can check the order status by clicking the binoculars icon in the top right corner.

Managing Payment methods

To manage your current payment methods please follow the steps below

  1. Login to Cobweb CORE as an Administrator
  2. Click Account in the left navigation pane
  3. Click Payment Methods

Adding a New Payment Method

To add a new payment method, click Add new Payment Method button This will prompt you to select either Credit Card or Debit Card.

Select as necessary and follow the onscreen prompts.

Please note, if adding a new Credit Card, you will be prompted to pay £1.00 to verify your account details are correct. This £1.00 charge will then be refunded once verification is complete.

Managing your Account Profile

To manage and update your Account Profile in Cobweb CORE, please see the below steps

  1. Login to Cobweb CORE as an Administrator
  2. Click Account in the left navigation pane, then Account Profile
  3. To update any details under Account Settings or Postal Address, simply click the Edit button at the bottom of each tile

Action Log

The Action Log within Cobweb CORE keeps an audit of all activity which has taken place within your CORE control Panel.

  1. To view the Action Log navigate to https://core.cobweb.com and login as an Administrator
  2. Click Account in the left navigation pane, then Action Log

You will now be presented with a table containing the below information

  • Date the Action took place
  • The Action which was undertaken
  • The status of each Action
  • The user who completed the Action
  • What services the Action was in relation to

An example can be seen below

You can also search for Actions within the log files. Simply click Show Search which is highlighted below

By clicking Show Search, you can filter by Date and Status which will help refine your search results.