How to Manage Users and Licenses
The Users & Licenses tab is where you can view your team’s license summary, manage your team’s users and licenses, upload users using files, and create & manage user tags.
Adding users to your team:
There are 3 ways to manually create or add a new user to your team.
- Create user: click on the “Actions” button and select “Create User” to create a single user.
- Assign user to team: Click on the “Actions” button and select “Assign User to Team” to add an existing user to your team. An existing user is a user who already belongs in another Outcome Chains team.
- Upload users using files: If you need to add lots of new users, select the “Upload Users Using Files” option to create users in bulk.
When creating a new user, you will need to set up the user’s profile. The mandatory fields are self explanatory. Let’s take a closer look at some of the optional fields.
A. License Effective Period: Set a date range if you wish to grant this user access to your team for a limited period of time. Use this feature to give your partners, temporary employees, or consultants access.
B. User Tags: Assign this user to one or multiple tags.
C. View Activity Report: Grant this user access to the activity report. This user will be able to access the activity report from their home page.
Disable/Remove User Access: There will be times when you will need to disable a user or remove their access from your team. There are different ways to remove a user’s access depending on whether they belong mutiple Outcome Chains teams. There is a column next to the username called, “Multi-Team”. If this is set to “Yes”, it means that the user belongs to more than one team. If this is set to “No”, it means the user is only part of one team.
To disable a user belonging to one team, click on the username, change their License Type to “Disable”, and save your changes. This will immediately remove the user’s access to your team.
To disable a user belonging in multiple teams from your team, check the box next to the username, click on the Actions button and select “Unassign”. Be sure to confirm your changes. This will disable the user’s access to your team.
Managing Basic Trial Licenses and License Upgrade Requests
New Basic license users created through room invitation or registration URL will be given access for a trial period. The trial period is defaulted at 7 days. (The trial period can by modified by the OCI team upon request.) The user can request for permanent access prior to the trial expiration period. It is up to the admin to approve/deny the request.
Existing users with a permanent license can also request for a license upgrade. A Basic license user may request for an Advance license, an Advance license user may request a Pro license, etc. It is up to the admin to approve/deny the request.
Click on on the individual username or the Actions button and select Approve/Deny… to grant individual access.
To auto approve ALL license upgrade requests, make your selection under “User Settings”.
User tags is a great way to group and identify users. Sample tags:
- Product Group
- Department (Marketing, Sales, Sales Ops, Product, Support)
- Roles (Exec, Sales VP, Sales Directors)