Creatio licensing

All Creatio products

Only licensed users have access to Creatio functionality.

Licensing users in Creatio includes two stages:

  1. Application licensing. Read more >>>

  2. Distribution of the available licenses between the user accounts. Read more >>>

    To license users, use the License manager section (Fig. 1) available in the System Designer.

    If the license validity term expires, the license manager page will automatically open for a user with the “System administrators” role when they log in to the application.

    Fig. 1 The License manager section

Note. Viewing, distributing and recalling licenses requires permission to the “Manage user licenses” (“CanManageLicUsers”) system operation. Read more about the types of permissions in the “Managing object operation permissions” article.

Add licenses in application 

To buy or prolong the validity of a license:

  1. Generate a license request file and send it to the Creatio technical support team.

  2. You will receive a file in return. Upload it to the system.

    The process of licensing is similar for all types of licenses used in Creatio.

Generate a license request 

  1. Click btn_system_designer.png to open the System Designer.

  2. Under Users and administration, click License manager.

  3. Click Request licenses.

    In the window that pops up, enter the company Id for licensing. The company Id is provided at purchase. You can also request the Id from the support service. After you enter the Id, click Generate a license request file (Fig. 1).

    Fig. 1 Generating a license request

    As a result, a license request file in the *.tlr format will be generated.

  4. Send the license request file to Creatio technical support team. In response, the team will send you a file with the information about purchased licenses.

    You can also request licenses from the System users section by clicking “Request licenses” in the Actions menu.

Upload licenses in application 

  1. Save the license file received from the technical support team.

  2. Click btn_system_designer00001.png to open the System Designer.

  3. Under Users and administration, click License manager.

  4. Click Upload licenses (Fig. 1).

    Fig. 1 Uploading a license file to Creatio
  5. Specify the path to the license file you saved earlier.

    You can also request licenses from the System users section by clicking “Upload licenses” in the Actions menu.

    As a result, the updated license data will be uploaded in Creatio. The list of licenses will be updated, new personal licenses will be available for distribution between the users..

Distribute licenses between users 

To enable new employees to log in or use specific functions, their user accounts must be licensed. A system administrator can redistribute the available licenses at any time.

The following license types are available in Creatio:

  • Personal licenses provide access to the product for specific users. These licenses are linked to user accounts. A system administrator can redistribute the available licenses among users at any time.

  • Server licenses provide access to additional system functionality, for example, phone integration – to all users on the server.

Unlike personal licenses, server licenses are not limited by the number of users. When distributing personal licenses, make sure the number of provided licenses does not exceed the number of purchased licenses.

Use either the License Manager or the System users section to distribute the licenses. If you need to distribute licenses to several user accounts at once, use the license manager.

  1. Click btn_system_designer00003.png to open the System Designer.

  2. Under Users and administration, click License manager.

  3. Select a license from the list. Use the search field and list sorting by columns to quickly find the needed product by name.

  4. Click the product name.

    The product licensing page will open. On this page, you can view the license type, the start and due dates, the status, the total number of available licenses, as well as distribute the available licenses to users.

  5. Click Add and select users that you want to distribute licenses to (Fig. 1).

    Fig. 1 Adding users in the license manager

    Note that the number of licensed users should not exceed the number of available licenses. You can view the number of available/used licenses at the diagram in the left part of the screen (Fig. 1).

    You can recall licenses to redistribute them between other users if needed.

  6. To recall licenses, select users from the list and click Recall (Fig. 2). You can also hover your cursor over the names of users whose license you want to recall and click btn_delete.png.

    Fig. 2 Recalling licenses
  7. Save the settings by clicking Apply.

  8. Use the same procedure to distribute the available licenses for other purchased products.

  9. Close the license manager window.

    As a result, Creatio licenses will be distributed/recalled for specific user accounts.