1.25 | 2/17/2023
Post-Installation, Document Generation, Users, Licenses, Managing, Adding, Removing
Manage Your Users
After installing the App, you may have to modify the user licenses by adding, removing, or adjusting them. Let’s help you understand how to grant access to those who require it the most.
Package Manager
Before you can start making changes, we must take you to the Package Manager. To do so, let’s go to your org’s homepage, click on the Gear icon, and select Setup from the dropdown list.
Go to the Home tab and search for Installed Packages by typing it into the search field, and then clicking on the corresponding search result.
Within the Installed Packages page click on Manage Licenses.
Now that you’ve reached the Package Manager you can begin making changes to the user licenses.
Note: A default install usually carries 10 licenses to distribute within your org.
Adding User Licenses
Now that you have reached the Package Manager click on the Add Users to begin assigning licenses to users within your org.
Note: You’ll have the option to Select, Deselect, or Add All Users.
After you choose a user, they will be displayed within Selected Users.
Once all users are added click on Add to apply the change. This will take you back to Package Manager.
Removing User Licenses
You’ve reached the limit of users and need to make adjustments to the existing licenses. Here is what you can do to free up some licenses in case you don’t seek to purchase more.
Within Package Manager click on the Remove button within each user assigned to remove that user and free up its license.
Note: You may be prompted with a confirmation message before applying the change.
To remove more than one user license at once, click on Remove Multiple Users to get started.
After you choose a user, they will be displayed within Selected for Removal.
Once you’ve selected all users that need to be removed, click on the Remove button to apply the changes. Once saved you will be taken back to Package Manager.
Note: You may be prompted with a confirmation message before applying the change.
GOOD WORK!
You can always come back to Package Manager to make additional changes to the user licenses.