Managing License Allocation

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Manage Sales Intelligence License Allocation

 

Your Sales Intelligence account administrator can activate, change, or deactivate user licenses. 

Steps: See License Allocation 

  1. Log in Sales Intelligence as an admin.
  2. Go to the top right of the page, click the drop down next to your account icon and click Account Admin. 

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  3. Next to the User Management header, you can see the number of available licenses 
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Steps: Activate a User License

  1. Click on the Deactivated tab. 
  2. Search for a user by name or title. 
  3. Go to the user, hover over the License column and choose a license type.
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  4. Choose a license type.
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Steps: Change Active User License Type

  1. Click on the All Active or desired license type tab.
  2. Search for a user by name or title. 
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  3. Go to the user, hover over the License column and choose a license type.
    3.png

Steps: Deactivate a User License

  1. Click on the All Active or desired license type tab.
  2. Search for a user by name or title. 
  3. Go to the user. Under the Deactivate column, click the X.  
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