Assign a License to a User

Assign licenses to users so that they can work in the application. There are multiple ways to assign licenses to users. You can assign licenses to a user while creating the user or from the License Usage page, Users page, or Companies page.

License Usage Page

To assign a license to a user from the License Usage page:

  1. From the Main Menu, select Global Admin.
  2. Select License Usage from the list.
  3. On the License Usage page, select the licenses.
  4. In the Users detail window, select Assign.
  5. In the Assign Users dialog box:
    1. Enter part or all of the user's username or personal name into the Search field.
    2. Select a user, and then select Assign.
  6. Select Save.

Users Page

To assign a license to a user from the Users page:

  1. From the Main Menu, select Global Admin.
  2. Select Users from the list.
  3. On the Users page, select a user, and do either of the following:
    • In the table, select the check boxes for the license types that you want to assign to the user.
    • In the User Details panel, in the License section, select the check boxes for the license types that you want to assign to the user.
  4. Select Save.

Companies Page

To assign a license to a user from the Companies page:

  1. From the Main Menu, select Global Admin.
  2. Select Companies from the list.
  3. On the Companies page, in the table, select a company.
  4. On the Company Details page, in the Users section, select a user, and then select the check boxes for the license types that you want to assign to the user.
  5. Select Save.

    Notes:

    • If the license type columns are not available, configure your view settings for the page and select the required columns for different license types (Portfolio Planning, Progress, Schedule, Tasks). For more information, see the Configure a Column topic.
    • Application Administrators are automatically assigned to each enabled license type.

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