When working with Creatio, you might need to manage user licenses, e.g., to distribute licenses to a new employee or recall licenses from a non-working employee.
You can use the System users section for this purpose. In the section, you can manage licenses of a single or multiple accounts.
Note. You can also manage licenses using the licenses manager. Learn more in the “Creatio licensing” article.
Add a portal user account
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Click
to open the System Designer. -
Under Users and administration, click License manager.
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In the section list, select the user for distributing a license. On the Licenses tab of the user page, select the products for licensing (Fig. 1).
Similarly, you can recall the licenses.
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Save and close the page.
As a result, the selected licenses will be distributed or recalled for the user account.
Distribute or recall licenses for multiple users
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Click
to open the System Designer. -
Under Users and administration, click License manager.
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Click Actions → Select multiple records.
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Select the needed users in the list.
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Click Actions → Grant licenses / Recall licenses.
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In the window that opens, select the Creatio products for granting or recalling licenses. Select the needed checkboxes and click Select.
As a result, the selected licenses will be distributed or recalled for the selected user accounts.