Once you’ve purchased your licenses and added your users, it’s time to assign those licenses to your users.
- Select the user’s icon on the left-hand side navigation bar.
- Please select the desired user’s name to update their licensing.
- Use the drop-down menu next to the License to select the user’s license type.
- The license drop-down menu shows a quick view of the assigned/total license count. This makes it easy for Admins to keep track of license utilization and order more as needed.
- Once you select a license for a user, you will need to enter an extension, as all licensed users require an extension.
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Select Save to complete
Note
- Assigning/unassigning licenses to users does not impact your monthly invoice.
- It is good practice to have the user log out and log back in after any license changes have been applied to a user.
Unassigning a License
To unassign a license, follow the steps outlined above. Once on the user profile, click the drop-down menu next to the License and select unassign.
You will then see a pop-up screen asking, “Are you sure you want to unassign the license from the user?” If you are 100% sure you wish to proceed, click the blue OK button.
Warning
You can not undo the unassigning of a license. Therefore, it is good practice to have the user log out and log back in after any license changes have been applied to the user.
Data is not deleted when unassigning of a license, but the user will be hidden from reports (e.g. Agent reports, Activity filters). They will also lose access to the Team Activity and Agent Performance, and have their Team Membership and any Phone Numbers routing to their user removed.
Learn more about our Contact Center Licenses and Pricing and upgrade today.
