Licence Management

Overview

The Licence Module allows Customer Admins and User Admins to view and manage product licences allocated to their organisation. Using this module, admins can:

  • View licensed products
  • Review licence details
  • Assign or manage user access to licensed products
  • Perform bulk licence assignments for large numbers of users

This guide explains how to use the Licence Module effectively.

Accessing Licence module

  1. Log in to the platform with Customer Admin or User Admin privileges.
  2. Navigate to the Licence module from system setting.
  3. The Licence List page is displayed by default.

Licence List Page

The Licence List page provides an overview of all products licensed to your organisation.

3.1 Licence List Details

For each licensed product, the following information is displayed:

  • Product Name – Name of the licensed product
  • Quantity – Number of seats available (or unlimited, if applicable)
  • Start Date – Date when the licence becomes active
  • Expiry Date – Date when the licence expires
  • Status – Current licence status (e.g. Active, Expired)
  • Actions – Option to view detailed licence information
    • Select View Licence from the Actions column to open the licence details page.

Viewing and Managing a Licence

The View Licence page allows admins to manage user access for a specific licensed product.

Licence Seat Types

Licences can be created with one of the following seat configurations:

  • Unlimited Seats – No restriction on the number of users who can be assigned
  • Limited Seats – A specified quantity of seats available for assignment.

Assigning Users to a Licence

If the licence allows user allocation (unlimited or limited seats):

  1. Open the View Licence page.
  2. Select Add Users.
  3. Choose the users who should have access to the product.
  4. Save the changes to apply the licence assignment.

The system will ensure that assignments do not exceed the available licence quantity (for limited-seat licences).

Allocate Licence to All Users (Unlimited Seats Only)

If a licence is created with Unlimited Seats, admins have an additional option called Allocate to all users.

When this option is enabled:

  • The licence is allocated to all existing users in the organisation.
  • Any new users added to the organisation in the future will also receive the licence.
  • Admins do not need to manually assign users to the licence.

How to Enable "Allocate to all users"

  1. Open the View Licence page for an unlimited-seat licence.
  2. Locate Allocate to all users checkbox on the licence summary section.
  3. Select (check) the option.
Note: This option is only available for licences with Unlimited quantity.

This feature is useful when a product should be accessible to everyone in the organisation without manual user management.

Bulk Licence Assignment

For organisations with a large number of users, the Licence Module provides a Bulk Assign Licence option.

Download Bulk Assignment Template

Navigate to the Imports tab on the licence details page and click import button to download template

Download the provided import template.

Preparing the Import Template

  • The template supports the following user identifiers:
    • Advanced ID
    • Email Address
    • Both Advanced ID and Email
  • Add the required user details into the template for all users who need access to the product.
  • Upload the completed template.
  • Once uploaded, you can also check status and progress
  • For more details or errors, you can check details by clicking View under actions.

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