Manage user licenses

Only licensed users have access to Creatio functionality.

Set up licensing in the License manager section (Fig. 1).

Fig. 1 The License manager section

If the licenses expire, the license manager page opens for a user that has the “System administrators” role automatically when they log in to Creatio.

note

Viewing, distributing, and recalling licenses requires permissions to the “Manage user licenses” (the “CanManageLicUsers” code) system operation. Learn more: Set up system operation permissions.

To license Creatio:

1. Add licenses to Creatio. Read more >>>
2. Distribute the available licenses among the user accounts. Read more >>>

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 resigned employee. You can use the System users section as well as License manager section for this purpose. In the System users section, you can manage licenses of a single or multiple accounts.

Add licenses to Creatio

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

When purchasing licenses, extending available licenses, and updating Creatio on-site:

1. Generate a license request file and send it to the Creatio technical support team.
2. The support team will send a file for you to upload to Creatio.

This procedure is also required when updating Creatio on-site.

Generate a license request

1. Click the button → System Designer.

2. Click “License manager” under “Users and administration”.

3. Click Actions → Request.

4. Enter the company ID for licensing. Creatio provides the ID after the purchase. Alternatively, request it from Creatio support.

5. Click Generate a license request file (Fig. 2). This will generate a *.tlr license request file.

   Fig. 2 Generating a license request

   

6. Fill out the License Version field with the Creatio version to which you are going to update.

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

You can also request licenses from the System users section by clicking Request licenses in the Actions menu (Fig. 3).

Fig. 3 Generating a license request

As a result, the license request will be sent to Creatio support.

Upload licenses to Creatio

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

2. Click the button → System Designer.

3. Click “License manager” under “Users and administration”.

4. Click Actions → Upload (Fig. 4).

   Fig. 4 Uploading a license file to Creatio

   

5. Specify the path to the license file you saved earlier.

You can also upload licenses from the System users section by clicking Upload licenses in the Actions menu (Fig. 5).

Fig. 5 Upload a license file to Creatio

As the result, the new licenses will be uploaded to Creatio. The total license number might increase, and the available licenses will be extended.

Distribute or recall licenses for multiple 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 number of active and available licenses is displayed on the product licensing page and depends on the license type.

Distribute licenses in the License manager or System users sections. If you need to distribute licenses to several user accounts at once, use the License manager section:

1. Click the button → System Designer.
2. Click License manager under Users and administration.
3. Click Actions → Select multiple records.
4. Select the needed users in the list.
5. Click Actions → Grant licenses / Recall licenses. This opens a window.
6. Select the Creatio products to grant or recall licenses. Select the needed checkboxes and click Select.

As a result, the selected licenses will be distributed or recalled for the selected user accounts.

Add a portal user account

1. Click the button → System Designer.

2. Click License manager under Users and administration.

3. Select the user to distribute a license in the section list. On the Licenses tab of the user page, select the products for licensing (Fig. 6).

   Fig. 6 Select products for licensing

   

   Similarly, you can recall the licenses.

4. Save and close the page.

As a result, the selected licenses will be distributed or recalled for the user account.

Delete licenses from Creatio

Sometimes, deleting licenses is required. For example, you need to switch Creatio to the demo mode.

To delete licenses from Creatio:

1. Click the button → System Designer.

2. Click “License manager” under “Users and administration”.

3. Click Actions → Delete (Fig. 7).

   Fig. 7 Deleting licenses

   

As a result, Creatio will delete all licenses.

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See also

Creatio licensing

Marketing Creatio licensing