Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

License a user

You need to issue licenses to each new Creatio user. Only licensed users can log in to Creatio application and access the corresponding functionality. For example, users who have not been issued a “Creatio marketing” license, will not be able to use functions that are specific to Creatio marketing, such as the [Email] and the [Campaigns] sections. By default, Creatio system administrators have permission to distribute licenses to user accounts.

Attention

To enable licensing a user account, Creatio must have available licenses that have not been distributed among other users.

To license a user:

1.Click btn_system_designer00015.png -> [System users].

2.Open the user page -> the [Licenses] tab.

3.In the license list, select the licenses to be distributed for the user account (Fig. 1).

Fig. 1 Distributing licenses to a user

gif_section_users_license_user.gif 

As a result, the user will be granted licenses for the selected products and functionalities.

Note

If your application does not have available licenses, request them from support and upload them. Read more in the “Software licensing” article.

See also

Functional roles

Creatio licensing

Video tutorials

User and role management, access permissions

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