- 03 Aug 2023
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Manage Tier1 License to a User
- Updated on 03 Aug 2023
- 1 Minute to read
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ADD OR REMOVE TIER1 LICENSES TO USERS
To add or remove a license to a user, follow the steps below. You must be an administrator to perform these steps.
1) Go to Setup and then use quick find for Installed Packages or find it under Packaging > Installed Packages
Notice the Allowed Licenses vs Used Licenses. If your Allowed License does not match what you have purchased, contact your Tier1 account manager.
2) Click on Manage Licenses, here you can add or remove licenses for your Salesforce users.
3) Click Add Users and then use the Salesforce screen to add or mass add users. Click Add to save.
If you have lots of active/inactive users, you should create views to categorize your user types.
4) If you have users that have left the firm or no longer uses Salesforce, you can remove them one by one with the Remove button or click on the Remove Multiple Users to remove multiple at once.
NOTES
- See instructions on how to mass update licenses using data loader
- We also license on T1C DH managed package which is our data product. The same instructions apply except for the T1C DH managed package.