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(87 Posts)
Esri Contributor

Your company uses ArcGIS Online. At some point, your company's ArcGIS Online administrator created an Esri Account for you, so that you can sign in on arcgis.com and do cool things with maps.

But one day you try to sign in to My Esri - perhaps to download a new software release - and you get this message:

"Your active account <username> is not enabled for Esri access."

Accompanying this message is the name of your ArcGIS Online administrator.

Note that this message says "Esri access", not "My Esri access". This is because there is a setting on your ArcGIS Online account that, once turned on, allows you to use other Esri sites like GeoNet, the Esri Academy for training, and yes, My Esri.

Contact the ArcGIS Online administrator listed to have them turn on the Allow or Enable Esri Access setting for your account. This setting cannot be set or changed from My Esri, nor can it be changed by the user themselves.

Some ArcGIS Online organizations may not want to allow their accounts to have Esri access, so you may need to create or use another Esri Account in order to access the other Esri sites.

Here are some helpful resources about accounts.

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Esri Contributor

You are getting too many copies of ArcNews.

You've changed jobs and you still want to receive ArcUser but at your new address.

You're an Esri-certified trainer looking for training opportunities.

You want to be notified when a new version of ArcGIS Business Analyst is being released.

How can these be accomplished?

With a few clicks after signing in to My Esri, you can easily access the location from where you can control which publications and notifications you receive from Esri.

After signing in, navigate to My Profile > Edit Email Settings.

Click Set your preferences.

You'll now be at the Subscriptions page.

From here, select which of the publications you'd like to start receiving. You may also unselect any publications you no longer which to receive.

Once you are satisfied with your settings, click Save Preferences.

The link at the bottom allows you to opt out of all email communications.

A link in the Print Newsletters section allows you to opt out of all print mailings. Printed newsletters are only sent to those in the US.

If you are receiving publications from your distributor, you'll need to contact them - simply enter the name of your distributor office in the search box there to find their contact information.

To stop others from receiving publications, as when a staff member leaves your organization, you may contact us.

More Information

That link on My Esri uses my work email address. I need to manage publications for my personal email address, too. If you are getting multiple publications, it may be because you have subscriptions under multiple email addresses. You can check your other email addresses from the Email preferences page on esri.com.

I'm only getting printed publications, so I haven't given you my email address. How do I unsuscribe from something I get in the mail? From the Email preferences page on esri.com, you can change print publication preferences by giving us the ZIP code and Subscriber ID that appear on the mailing label. You may also use this method to cut down on the number of printed materials your office receives.

How does Esri use my personal data? The Email preferences page on esri.com  provides some answers to frequently asked questions, including this one.

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Esri Contributor

The My Esri team gets a lot of feedback from users who are trying to use their Personal Use copy of ArcGIS Pro, but they can't sign in because they get this error message:

Sign-in error message when user has ArcGIS public account

The link provided on Learn more has the answer. It points to this helpful document on the ArcGIS Pro pages: Sign-in troubleshooting—ArcGIS Pro | ArcGIS Desktop 

That document explains that this Esri Account is not part of an ArcGIS organization. An ArcGIS public account has limited access to ArcGIS Online and does not allow this user to use ArcGIS Pro.

Anyone can confirm that their Esri Account is a public account by signing in to ArcGIS Online from a web browser. If the URL is www.arcgis.com/home/index.html, the account is public. An ArcGIS organization account has the form www.<orgname>.maps.arcgis.com/home/index.html.

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Esri Contributor

You've moved on: you've changed jobs, or retired, or graduated from school, for example. It's time to clean house. You want to remove the connection you have with the old organization in My Esri.

You can do this a couple of ways.

 

The first way is to use the form found at My Organizations > Overview > Contact My Administrator to request the admin at that organization to remove you. This will send an email to all the admins at your organization, letting them know you want to be disconnected. The burden is then on the admin to sign in to My Esri and disconnect you. However, if your organization lacks an admin, that will not be an option for you. Or if the admin is on vacation, or misses your email, you will still be connected.

 

The easiest and fastest way to handle this is to do it yourself.
 
Navigate to My Profile > Disconnect from Your Organization. Here you'll see a list of all the organizations you are connected to. Click Disconnect for any organization you no longer want to be connected to.
 
 
The organization will no longer appear in your list of organizations to select througout My Esri. Any access you had to its downloads, licensing, training information, User Conference registration information, and more, will be removed.
 
Administrators at the old organization will receive an email letting them know you are no longer connected to their organization.
 
That's how you do it if you were connected. But what if you weren't connected yet - if you had only asked to be connected, but have changed your mind?
 
If you used the Request Permissions form, requesting to be connected to an organization, but no longer want to be connected, you can use the Withdraw tool at My Profile > Pending Permissions Requests.
 
 
Unlike disconnecting yourself, no one is notified of this change. Because permission requests aren't necessarily tied to an organization, there isn't anyone to notify in most cases. However, if your request contained the right organization information (as when you request additional permissions to an organization you are already connected to), a record of your withdrawal is added to that organization's Permissions Log, so that the admin has visibility to your decision.
 
 
We hope you are finding these blog posts helpful. We welcome your comments, and also your suggestions for future blog posts. Is there something you need help with in My Esri? Let us know by adding your comments below.

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Esri Contributor

We've added a new feature to My Esri that will allow you to set your default landing page. Wherever you see this button: 

You can click it to set that page as your default landing page. So, when you log back in to My Esri you will be brought directly to that page. If you decide you don't want that page to be your default anymore you can click this button:

This will clear your default page. You can access this button from the default page you've set and from your profile in the My Profile tab. 

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Esri Contributor

If you are connected to your organization in My Esri, you can easily see what permissions you have been granted by your administrator or your distributor.

After signing in to My Esri, navigate to the My Profile tab. This shows you the Profile Overview page.

You'll see a card for each organization you are connected to.

In the screenshot below, you'll see I'm connected to my organization Test Account.

When I click on either the Expand/Collapse All link, or on Expand within the card, I see the permissions I've been granted.

My Profile screenshot

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Esri Contributor

My Esri aims to be a self-service site. We want it to be a place where you can get all the information about your organization’s relationship with Esri. But what if you can’t find what you are looking for? What if you find incorrect information you want to let us know about it? What if you have a question?

Here are some methods you can use to contact us, and the best reason to use one over the other.

Method

Where to Find It

When to Use This Method (Examples)

What Happens when you Use It

Ask a Question

On almost every page of My Esri. It appears below the side navigation.

It can also be found on the Get Help pop up, which appears when you click the ? (question mark) next to the tabs in the banner.

It can also be accessed from the Dashboard - see the Ask a Question sub tab.

You have a general question about how My Esri works.

 

You found some information on My Esri that you have a question about.

 

You found a bug in My Esri.

 

You can’t find something.

 

You have a question about something you purchased on the Store.

Sends your question via email to our Customer Service department or to your distributor to assist you.

UPDATED 10/4/2019: Since the end of June, for US organizations, your questions now create cases in our ticketing system. You can view and track these cases on the Support sub tab, in the Customer Service Cases section. We are working to include the case-creation functionality for our non-US users.

Contact My Administrator

On My Organizations / Overview / Organization Profile, in the Organization Contacts panel.

 

This button only appears if your organization has an admin assigned to it.

You have a question about the permissions you’ve been granted.

 

Your permission request hasn’t been processed.

Sends email to all of the My Esri administrators (admins) at your organization (those who have Administrator Assign Permissions permission).

Request Case

On My Organizations / Support.

 

You must be an authorized caller to use this option.

You found a bug with Esri software.

 

You have a question about how to use Esri software.

 

You can’t install Esri software.

Creates a case in our tracking system. A Support Analyst will review your case and contact you to help you resolve your issue.

Organization Contacts

On My Organizations / Overview / Organization Profile.

 

This section lists your organization’s Primary Maintenance Contact, if present in our system.

You need to contact someone within your own organization about its relationship with Esri.

Opens a blank email addressed to your organization’s primary maintenance contact using your mail system. Provide details about what your issue is, and Send.

Esri Contacts

On My Organizations / Overview / Organization Profile.

 

This sections lists contacts here at Esri that can help you.

You have a question about your orders or maintenance quotes (for your Customer Service Representative, if present).

 

You want to purchase more Esri software (found in the sales section, if present).

 

You want class recommendations (found in the training section, if present).

Opens a blank email addressed to the contact you selected using your mail system.

 

Phone numbers are also provided, where available, if you prefer to call rather than email.

 

Note that not all methods are available to all users, as they depend on what country you are in, what data we have for your organization, and how your organization is configured.

[UPDATED 4/25/2019 to change the name of the permission formerly known as "Assign Permissions" to "Administrator".]

[UPDATED 10/4/2019 to include information on our new Customer Service Cases functionality. Also updated the 3 locations of the Ask a Question form.]

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Esri Contributor

So, you’re an admin on My Esri.

You either requested to be, or were designated to be, the administrator for your organization in My Esri. You may have been assigned this position because you are your organization’s Primary Maintenance Contact. Or another admin may have granted you this assignment because you manage a team.

Great!

But what does that mean, and what are your responsibilities?

Administrators in My Esri (“admins” for short) are those users who have been granted the Assign permissions Administrator permission. Admins may have other permissions, but this one is the key. As an admin, it grants you super powers to grant more (or fewer) permissions to yourself, and to others in your organization. There are other permissions which grant limited admin control (those with Assign training permissions or Assign Authorized Callers permission; these are described below), but this article concerns those with full admin permissions.

Admins can see the Users sub tab on the My Organizations tab. This sub tab contains all the tools you’ll need to administrate users on My Esri.

Responsibilities

As an admin, these are your chief responsibilities on My Esri:

  • Manage Users: Take care of permissions of others in your organization: Add (Invite), Edit, Disconnect
  • Manage Requests: Manage access requests of those who want to be connected to your organization (grant or deny access)
  • Manage Authorized Callers: Assign authorized callers who can submit Technical Support cases

Details about each are offered below.

Adding Users

You add users to your organization by sending them an invitation by email.

The wizard My Organizations / Users / Invite Users walks you through the process of inviting users to your organization.

On the first step, you provide the email addresses. You may provide them one-by-one, or you may upload a file with a list of email addresses. You can invite 1,000 users at a time.

If any of the email addresses don’t pass basic validation, you must remove them before you can move on to Step 2. You can remove them one-by-one by clicking the X in the Action column, or click the “Remove invalid email addresses” button to remove them all at once.

My Esri indicates if a user is connected already or not. If you leave these users here, the changes you make on subsequent steps will alter their existing permissions, and they will receive a new invitation.

Once all the email addresses you provided pass validation, you can proceed to Step 2. There, you will select the permissions to grant. You can also designate a time limit for the permissions to be valid for. If you aren’t clear what a permission is for, you can read its Description.

Users connected with a time limit can only access your organization with My Esri within the time range; if they try to access your organization outside the time range, it will appear as if they are not connected (that is, they will not have access to your org).

Once the time limit expires, you will have a 30-day window to either modify the date range, or remove it. After the 30-day mark, users with expired permissions are automatically removed from your organization.

After selecting the appropriate permissions, it’s on to Step 3, where you can add tags which will appear on Manage Users, add a personal message to your invitees, specify what language to send the invitation email in, and add a note which will appear in the Permissions Log.

To see what it will look like to your invitees, you can use the Preview tool.

You can go back at any time to make changes if you missed anything.

Once you are satisfied with all the parameters, send the invitations.

Each invitation email will include a unique token, which My Esri uses to identify your invitee. These tokens must be accepted within 6 weeks of issuance; unused tokens that are older than 6 weeks are automatically deleted.

Manage Users: Edit

Once users have accepted their tokens and are connected to your organization, you can edit their permissions from My Organizations / Users / Manage Users.

You’ll see a page similar to Step 2 of Invite Users, where you can add and remove tags, add or remove time limits, and add or remove specific permissions for each connected user. You can edit permissions on invitations, too.

Just as on Invite Users, you can Preview the email before sending it, but unlike Invite Users you can control if the user will get an email or not.

When you click Update Permissions, the user will get an email letting them know their permissions have changed (if you said you wanted the user to get an email). All the admins (including yourself) will receive an email letting them know that this user’s permissions have changed.

Note that on Edit Permissions you do not specify the language that the user will receive the email in. This is because any emails the user receives now will be controlled by the language setting on their own profile.

Manage Users: Disconnect

If a user leaves your organization, you can disconnect them from your organization using the X button on My Organizations / Users / Manage Users.

This simply removes all their permissions to your organization so that they will no longer have access to your organization’s information on My Esri.

This does NOT remove their Esri Account or their profile from the system. The user may still be connected to other organizations with this account, such as their own Personal Use organization, and they can still use it to access other Esri-related sites.

Manage Requests

When users request access to an organization that you administer, My Esri sends you an email letting you know about the request. This way, you don't need to sign into My Esri every day to check on status; you can wait until you receive an access request email.

If you've received one of these emails, when you sign in to My Esri, you will see a yellow badge next to the Users sub tab. This indicates the number of access requests awaiting you.

From My Organizations / Users, go to Manage Requests.

This page lists all the requests that users have made to join your organization. These come from users who have filled out the Request Permissions form and specified that they wanted to be connected to your organization.

Click View to toggle what permissions the user requested.

You can click the name or username of the to see the user’s contact card.

You’ll see a label letting you know if a user is already connected. This may affect how you handle the request  Manage Authorized Callers. If you Deny this access request, the user will still be connected; they just won’t have any of the additional permissions they were requesting. If you Grant permissions, it will change the permissions they currently have to whatever you grant at this time. They user will receive an email after either of these actions, if you indicate you want them to receive an email. And any other admin for your organization will receive an email about these actions.

Manage Authorized Callers

An authorized caller is a designated individual from your organization who may contact Esri to request technical support. You can add, edit, and remove authorized callers from the My Organizations / Users sub tab.

Details about how to manage authorized callers is covered in another topic, so I won’t repeat that info here.

More Information

What do you mean by “organization”? An organization on My Esri is equivalent to your place of business, school, governmental organization, or other entity. Each organization on My Esri has one customer number. The term "organization" is used slightly differently on My Esri than it is on ArcGIS Online, where "organization" relates to a subscription.

Responsibility. By inviting users to be connected to your organization, you are authorizing them, depending on the permissions you grant, to view and edit data about your organization. When you grant a user access to your organization, you are authorizing Esri to use internally for its business purposes and share information regarding their name and profile with administrators within your organization. In addition, you are also authorizing your data, including company name and email address, to be stored by Esri and shared internally within Esri and with Esri International Distributors.

Who has what permission? There are three easy ways to see who has what permissions in My Esri

  1. My Organizations / Users. Toggle a view of a user’s permissions by clicking the Permissions link. 
  2. My Organizations / Users / Permissions Report. See which users have each permission.
  3. My Organizations / Users / Permissions Grid. See a spreadsheet-like display of users and permissions. Filter on any permission by clicking the number just below the permission heading.

When were the permissions assigned? Check out the My Organizations / Users / Permissions Log to see who did what when. Expand an entry to get details about which permissions were edited. View the notes added by the admin by clicking the View button.

What are the other admin permissions? There are two other permissions which grant a user limited admin permissions.

  1. Assign training permissions allows the user to invite and manage users who have the Access e-Learning permission. They can see all of the users connected to the organization, but they can only add (invite), edit, and disconnect those with the e-Learning permission.
  2. Assign Authorized Callers allows the user to add, edit, and delete authorized callers, who are those who can take actions on Technical Support cases and bugs. Authorized callers can also submit cases. These admins cannot see any other users connected to the organization; they only have access to the page at My Organizations / Users / Manage Authorized Callers.

[UPDATED 4/25/2019 to change the name of the permission formerly known as "Assign Permissions" to "Administrator".]

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Esri Contributor

What?

What are permissions?

Permissions are a MUST for every My Esri user.

Before we get started, let’s take a little quiz to see how much you already know about permissions on My Esri.

Question 1. Permissions allow me to do which of these things? Select the correct answer.

  1. Download, provision, and license my software
  2. Connect to my organization
  3. Submit support issues
  4. View User Conference registrations
  5. View order history
  6. All of the above, and more

Question 2. True or False: I don’t need permissions to use My Esri.

Question 3. True or False: Random people at Esri determine what information I have access to on My Esri.

Question 4. True or False: The best way to find out what permissions I have is to poke around and see what I can see.

 

Here are the answers; how did you do?

Question 1 – f. All of the above, and more

Question 2 – This is a bit of a trick question; either answer is correct. You can access My Esri without any permissions, but you won’t be able to do much. If you want to harness the real power of the site, you need permissions.

Question 3 – False. While there are exceptions, for the most part an administrator within your own organization sets what information you have access to by granting you whatever permissions they deem appropriate.

Question 4 – False. While you are free to poke around all you want, you can easily view what permissions you have been granted from the My Profile tab, on the Overview page. Simply Expand the panel to see the details.

Why?

Why do you need permissions? On My Esri, permissions drive how you interact with the site.

Permissions determine if you manage what permissions other users have at your organization.

Permissions are what connect you to your organization. THEY ARE THE MAGIC KEY.

 

How?

So, how do you get permissions? And how to they work?

Let’s say you are brand new to My Esri. You’ve just created your Esri Account MyNewUsername and you sign in to My Esri. You check out the neat stuff on the Dashboard tab, then on the My Profile tab, then you click on My Organizations and you see this:

 

Where the heck is the information about YOUR organization?

At this point, My Esri doesn’t know which organization is yours. My Esri has lots of organizations, but it needs you to tell it which organization you are associated with.

You do this by requesting permissions.

 

When?

Now! In the side navigation menu is a link to the Request Permissions page. Since you want to be connected to your organization, Continue from that panel.

 

The options you see on the form depend on some things we already know about your from your profile. For example, if your profile says you live in the United States, you’ll be asked to supply your Esri customer number.

 

Customer Number is optional in case you don’t know it. But if you do, it will speed up things considerably. But don’t guess – requests to invalid customer numbers will be rejected and you’ll have to start over.

Tell us the name of your organization. The term "organization" is used slightly differently on My Esri than it is on ArcGIS , where "organization" relates to a subscription. An organization on My Esri is equivalent to your place of business, school, governmental organization, or other entity. Each organization on My Esri has one customer number.

Help us out by providing as much information as you can, and we’ll try to match you to the organization you want to be connected to. If your organization is known with both a corporate name and an acronym (like Environmental Systems Research Institute and ESRI), give us both to help us match you correctly.

Some large organizations, like universities, have many customer numbers. Including the department you are part of may help us get you to the right customer number.

In the same way, many organizations have offices all around the globe. Including your city will help us not connect you to your company’s affiliate on a different continent.

Lastly, tell us what you want to do with My Esri. Some suggestions are given on the form.

After completing the form, click Send Request.

Who?

Emails are now going off to various places, to alert folks that you need to be connected. Who are these people?

The people who receive your permission access request depends on several factors. But in the simplest model, an administrator receives your request and processes it. An administration (admin for short) is someone who is already connected to your organization with "Administrator" “Assign Permissions” permission.

If you live outside the US, in most cases a designated admin at your distributor will receive your access request and process it.

If the admin recognizes you, they can pick from the list of available permissions which to grant to you based on what they know about you, and what you requested. Are you in your organization’s purchasing department? They may grant you permissions to view the Transactions sub tab. Are you the point of contact for GIS-related work? They may grant you permissions to view the Licensing, Downloads, and Support sub tabs. Or they could grant you permissions for all of those, and more. The admin determines which combination of permissions is right for you.

The admin is all-powerful. They may grant you permission to their organization. But they also have the option to deny your request.

You will be notified by email either way.

Since the admin knows who you are in this scenario because you gave them good information on the request form, they granted you all the permissions you requested. You learned the news from the email you received saying you are now connected.

Congratulations!

The next time you sign in to My Esri and click on the My Organizations tab, you’ll see something like this:

Which sub tabs you see (Users, Transactions, Licensing, etc.) are determined by what permissions you have been granted by the admin.

If you’re connected to more than one organization, you’ll see the Organization List on the sub tab bar. From there, you can see the list of organizations you’re connected to. You can switch between the Organization List page, or you can use the easy-access dropdown picker found on the right side of the banner.

 

Troubleshooting

But I’m already connected to my organization on ArcGIS . Why do I have to connect on My Esri? The term "organization" is used slightly differently on My Esri than it is on ArcGIS , where "organization" relates to a subscription. An organization on My Esri is equivalent to your place of business, school, governmental organization, or other entity. Each organization on My Esri has one customer number. Since these organizations are different entities, you must have permissions in each system.

Are you associated with more than one organization? No problem – just request permissions for all the organizations you want to be connected to . There is no limit.

Is requesting permissions the only way to get connected to my organization? Nope. Your admin could send you an invitation. The invitation email will contain a token. By accepting the token, you will be connected to your organization with the permission that were granted on the token. But don’t drag your feet; the token is only valid for a limited time. If your token expires, you will need to request permissions again.

I have permissions, but I want more! How do I get them? OK, Veruca Salt, simply fill out the Request Permissions form again, and specify the additional permissions you desire.

[UPDATED 4/25/2019 to change the name of the permission formerly known as "Assign Permissions" to "Administrator".]

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