Assigning Licenses to Staff

You can assign licenses and give access to staff for products used by your firm.

Note: The quantity of available licenses decreases as you assign them to available staff. If the last assignment is made by someone else before you save your settings, you will receive an error notifying you there are no available licenses for this staff.

To assign licenses to staff, do one of the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Do one of the following to open the staff profile: 
   • Add new staff. See Adding a Staff Profile for more information.
   • Edit existing staff. See Editing Staff Profiles for more information.
3. If you are creating a staff, click Save to display the Assignments options on the navigation panel.
4. Click Assignments > Licenses/Product Access on the navigation panel.
5. Select each product you want assigned to this staff. Explain components of the grid.

Component	Description
Product column	Displays the product name.
Total column	Displays the quantity of the product's licenses purchased by your firm.
Available column	Displays the quantity of licenses still available to be assigned. Note: This number decreases as products are assigned to staff. If the last assignment is made by someone else before you save your settings, you will receive an error notifying you there are no available licenses for this staff.
Unlimited	Indicates a product is licensed by your firm and allows you to grant access to unlimited numbers of staff.

6. Do the following to save your changes:

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected staff, see Editing Staff Profiles.