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

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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:

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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.clipboard_ebc1f275f7cb00eed6053fca9482b5057.png
  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...
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Assigning Licenses

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

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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...

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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                                                                                                                                                                                                 clipboard_ee60eb0c00b6e8a704c4966be9d88234e.png
  • or directly from the Licenses module                                                     clipboard_ea7a1d2c477e2b8c4eddd294d8af3f73e.png

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

Note: You cannot revoke a license from users who are Admins, Superusers or who have financial permissions. Remove these permissions from the user before revoking the license.