Manage Sales Intelligence License Allocation

  • Updated

Context

If you’re a Sales Intelligence admin, you can do the following:

  • View the license allocation for your account
  • Activate licenses for users
  • Change license types for active users
  • Deactivate licenses for users

Prerequisites/Preparation

You must have admin privileges in Sales Intelligence.

Steps: View License Allocation

  1. In Sales Intelligence, click your profile and select Account Admin to go to the User Management page.
    Profile Menu Admin.png
  2. At the top of the page, review the license allocation details for your account.
    License Allocation.png

Steps: Activate a User License

  1. In Sales Intelligence, navigate to the User Management page.
  2. At the top right of the page, click Deactivated.
  3. Search for a user by name or title.
    Activate License.png
  4. Hover over the License column for the user and select the license type to assign.
    License Type.png

Steps: Change License Type for Active Users

  1. In Sales Intelligence, navigate to the User Management page.
  2. (Optional) At the top of the page, click an option to only show active users with a specific license type.
  3. Search for a user by name or title.
    License Type Options.png
  4. Hover over the License column for the user and select the new license type to assign.
    License Type.png

Steps: Deactivate a User License

  1. In Sales Intelligence, navigate to the User Management page.
  2. (Optional) At the top of the page, click an option to only show active users with a specific license type.
  3. Search for a user by name or title.
  4. In the Deactivate column, click x to deactivate the license for the user.
    Deactivate License.png

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