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User License Management

Question

  • How do I add a "User License" license to a user's profile?
  • How do I remove a license from a user's profile?
  • How can I add more licenses to my Restoration CRM environment? 


 

Overview

The "User License" in the Restoration CRM dictates whether an individual can successfully log into the system.


If a user attempts to sign in without this license enabled on their profile, they will be blocked and see the message: "This user is not permitted to log in. Please contact your administrator" error when signing in

 

If you need additional licenses for new users, please see this article for more information - requesting new CRM login licenses



How to Grant/Revoke Access:

User licenses are managed at the individual profile level:

  • Navigate to Admin → User Management → [Select User Profile]
  • Licenses are managed in the License section near the bottom of the user's profile page.
  • Select the User License, click the right chevron arrow, and ensure it's moved under the "User's Licenses" column
     

 




Need More Licenses?

If you have new employees and require additional licenses for your organization, please refer to the article on - Requesting new CRM login licenses




 


Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts

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