Provisioning Licences for a Customer

The following describes how to add licences to a Customer's account.

Be sure you are aware of the cost implications before doing this. As with all billing-related matters, you must obtain the Customer's explicit consent before adding licences.

Implementation

  1. Access the Licences list for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the CC4Web Configurations hyperlink.

    1. Select the Licences and Active Sessions tab.

  1. Locate the Add New Licences panel.
  2. Use the Type drop-down to select a type of licence to add.

    The description of each licence type will include any add-ons for that type. You can change the add-ons for individual licences later, if needed.

  3. Type the Quantity needed of the selected licence type.
  4. If you have selected a type of licence that permits access to high-level operations (e.g. a wallboard supervisor licence), and you are happy for this licence to be used for lower-grade access when required, tick the Can be Used for Lower Levels check box.

    When a licence is allocated, the system will choose the 'cheapest' option available to the Agent. However, if a more expensive licence is the only one available for a basic operation, it will be claimed and not relinquished until the Agent logs back out again, potentially preventing the licence from being used for a high-level operation.

  5. Select the Price List that will determine the cost of the new licences.
  6. Click Add.
  7. Repeat this process until all required types of new licence have been provisioned.