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• In the Manage License screen, the License Type column indicates what kind of license is installed. Contact sales@agiloft.com to learn more about the various editions of 

  Companyname

   or see our pricing page.
• The following page describes the differences between system features available in the different editions of 

  Companyname

  : Feature Comparison. 

For information about license pricing, see Contract Management Pricing.

Request New Licenses

To request a new license:

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1. From the License Management screen, click Manage Assigned Licenses for the appropriate license. This button only appears for user-type licenses.
2. Select the assignment policy. License assignment works in the following way:
   • If the option "Automatically when a user logs in" is selected, then the assigned license is applied automatically upon login. 
   • If the option "Automatically when a user record is created that meets this saved search" is selected and the user being created satisfies the saved search condition, the assigned license is applied. The license can also be assigned to a user by editing the license manually.
   • If the option "Wait for them to be assigned by an admin" is selected and the admin already assigned one of the assigned licenses to the user, then the assigned license is applied.
   • If there are no assigned licenses available, and the user has not already had an assigned license assigned to him due to one of the above conditions, then a concurrent floating license is used. 
3. Click Finish to apply your selection to the license assignment.
4. Click the View/Manage Assigned License button to open a window where the admin can select users using the magnifying glass icon, and assign licenses for all of them at once via the Assign Selected Users button.

Assign user licenses manually

1. From the Licenses Management screen, click View/Manage Assigned License next to the appropriate license.
2. Click View/Manage Assigned License.
3. Use the look-up icon to find and select the users.
4. Click Import/Append to add the users to the selection.
5. Once the users are imported,

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1. click Assign Selected Users. If licenses are available, they will be assigned to everyone listed here.
2. When the screen refreshes, the newly assigned users appear in the Current Assigned Licenses embedded table.

View license details

From the Licenses Management screen, click the magnifying glass to view any of the license types and see more information about them, such as their start date, number of users, and number of minutes before the license is considered inactive.

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Terminate User Licenses

Terminating a users user's assigned license will prevent them from logging in to the system under that license, and frees the license so it can be assigned to another user. Note that if you have other available licenses that apply to that user, such as a floating license, the user can still access the system under other allowed licenses unless you otherwise restrict their access.

There are two ways to terminate user licenses.

Immediately terminate a user's license

1. Go to Setup > License > View Usage to open the License Usage screen
2. Select a user.
3. Click Terminate a user on the action bar. Click OK in the confirmation dialog. The user's lock on the license will expire after 24 hours unless they log in; after 24 hours the the license will be available for assignment to another user.

Terminate multiple licensed power users

1. Go to Setup > License > Manage Licenses. This screen shows the currently available license types.
2. Click Manage Assigned Licenses for the appropriate license type, typically power user.
3. In the next screen, click View/Manage Assigned License.
4. Use the checkboxes to multi-select users, then click Terminate a user.
5. Click OK in the confirmation.

View License Usage

To view license usage, go to Setup > License > View Usage. This screen shows a list of all users currently using a license, the date of their last login, and other license usage details.

In the license usage screen you can:

• Terminate user licenses
• Log a user out
• Log out all users

Configure "Out of Licenses" Notification

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