Users
  • 11 Feb 2025
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Users

  • PDF

Article summary

Exploring the Users Section (Owner Role Only)

For users assigned the Owner role, the License Manager provides access to an additional section called Users. This section allows Owners to add new users to their company and assign them the appropriate roles.

Navigating the Users Section

Once in the Users section, you’ll see a list of all the users associated with your company, as well as the Add New button for creating a new user. Before creating a new user, let’s examine an existing one:

  1. Using the filters on top of each column you can locate the specific user.

  1. Next to the last column, you’ll find a menu with three dots. Clicking this menu provides the following options:

  • Edit User: Update the user’s details.

  • Update Password: Set a new password for the user.

  • Disable User: Temporarily deactivate the user.

  1. Next to the three-dot menu, there is a History icon, where you can review the user’s activity log.

Creating a New User

To add a new user:

  1. Click Add New to open the creation form.

  2. Fill in the following fields:

  • Name: Enter the user’s name.

  • Username: Use the user’s email address for consistency and ease of use.

  • Email: Input the user’s email address.

  • Password: Assign a temporary password and instruct the user to set a personal password during their first login.

  1. Assign the appropriate role from the following options:

  • Owner: Access and edit permissions for all sections of the License Manager, including the Users section.

  • Manager: Access and edit permissions for all sections except Users.

  • Editor: Access and edit permissions for all sections except the Shopping Cart.

  • Viewer: Read-only access to all sections except the Shopping Cart.

  1. Once the role is assigned, click Create to finalize the process.


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