Managing user licenses
Licenses serve several purposes for Global Administrators:
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Determine which areas of ClientSpace are available by user.
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Determine if the advanced admin features, for example, Dataform Admin are available.
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Provide easy visibility into knowing which users are subject to additional billing.
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ClientSpace supports several add-on modules: Sales, Risk, Implementation, and Human Resources. Licenses enable users to access specific modules. For users that need access to all modules, add them to the Enterprise License. ClientSpace base features, such as Workflows, Cases, and Client Visits, are always included, and a license is not needed.
Update licenses when
It’s important to consider updating Licenses when:
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a user’s responsibilities have changed |
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a user leaves your company |
The process is simple.
Licenses and user templates
When you apply a Template to a User, the Licenses on that Template are also added to the User. Any existing licenses on the User Profile remain.
To manage user licenses:
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Go to System Admin  > Licenses.
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The Licenses dashboard opens with a list of licenses that are available to your company.
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Select a license and click  (Jump) or Edit to open. If a License is unavailable, log an Extranet case. |
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In the Action Center, click Users.
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The License Users dashboard opens.
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To add a user to the selected license, click Add. |
The Add Users dialog opens.
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Select a user from the list. Repeat to add more users. |
The newly added user displays in the list. Note: Expired users show on this list. However, inactive users are not displayed.
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To remove users, from the License Users list, click Remove. |
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Respond to the prompt "Are you sure you would like to delete this row?" by clicking Yes or No. |
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Click Close when complete. |
To find out what licenses a user has:
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From the License dashboard, select More. |
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In Name, select a user. |
The list of licenses for the selected user displays.
Note: Expired users are still considered active users. Remember to inactivate these users or remove their licenses to avoid ongoing licensing costs.
