Managing Licenses

Overview of Licenses

The Licenses module, available for Admin users, provides a holistic view of the licenses (AdaptiveWork and Add-On licenses) made available to / purchased by your organization.

The same view allows:

• viewing AdaptiveWork licenses assigned to organizational users 
• viewing the number of unassigned AdaptiveWork licenses
• viewing Trial users
• revoking licenses from users
• viewing Add-On Licenses
• viewing associated Purchase Orders and dates
• exporting/ printing data

The license information can be exported to Excel and emailed to relevant stakeholders or printed for your convenience.

From this view you can also view a summary of your Purchase Orders, by clicking the Your Purchase Orders button:

Accessing the License Module

1. From the Navigation Bar - Admin users have access to the licensing module from the navigation panel provided that the module was added to the relevant profile.
2. From the People Module 
   • In the People module's grid view, click the Admin tab
   • Click Licenses to open the licensing options
   • Select View Existing Licenses...
     

Assigning Licenses

Users created in / invited into AdaptiveWork need to have a User Type defined, which sets the license type that they will require

New Users are automatically granted with a Full License for a Trial period of 30 days, unless

• the System Setting 'New user default license type' states a different license type
• the user was associated with a different User Type upon creation

Those automatically assigned licenses are marked as Trial.

Once the trial period expires, the user is (upon login) automatically assigned with a license from the pool of available licenses, based on the user's User Type.

Admins can assign licenses to users from the People module by selecting a user, click the Admin tab > Licenses > Assign License from Existing Licenses...

Once a license is assigned

• the Trial toggle is removed from the User
• the trial license is removed from the list of licenses
• User can gain access to areas within the application based on the license /. user type 

Revoking Licenses

Admins can revoke licenses from users:

• from the People module                                                                                                                                                                                                 
• or directly from the Licenses module                                                     

Revoking licenses cuts off user access to the application, but yet does not change any previous and existing assignments to items within the application.