Manage user licenses

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Products
All Creatio products

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 

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

  2. Under Users and administration, click License manager.

  3. 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).

    Fig. 1 Selecting products for licensing
    scr_chapter_licensing_user_page_select.png

    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.

Distribute or recall licenses for multiple users 

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

  2. Under Users and administration, click License manager.

  3. Click ActionsSelect multiple records.

  4. Select the needed users in the list.

  5. Click Actions Grant licenses / Recall licenses.

  6. 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.