Audience: System Administrators for customers on limited user licence plans
Overview
If you have a limited number of Contract Eagle licences, you can choose which users you will allocate a licence to. A user does not need a licence to login to Contract Eagle, however they do need a licence to access their Dashboard, contracts, tasks or counterparties.
Note: if you have a user who only needs to carry out system administrator tasks, and does not need access to contracts, they will not need a User Access Licence. See details below.
Manage User Access Licences
1. Go to the Security menu > User Access Licences.
2. Here you will see a list of all Active users. At the top you will see a summary of the number of licences allocated and available:
3. Tick/check the users you wish to allocate a licence to. To remove a licence from a user who no longer needs it, uncheck the box next to their name.
While working in this screen, you can tick or check more users than you have licences for, but you cannot click Save until the number allocated is less than or equal to the number of available licences.
You do not have to allocate all your available licences.
4. When you have made your allocations, click Save at the top of the screen.
Manage Users who only need System Administrator functions
A user who will only be a system administrator - and not access any contract information - does not need a User Access Licence. For example, you may have someone in your IT team who needs to set up new users, Business Units, etc, but doesn't need to access contracts, tasks or counterparties. You need to ensure such a user has system administrator permissions, but you can remove any licence allocated to them using the steps above.
Here's how to set up a new account for a such a team member:
1. Go to Security > Users and click Add New User to create a new account. Enter the name and email address details as usual.
2. Click the link to Setup Application Access, but untick the box for a User Access Licence:
3. Tick the Business Units they need access to, and follow the link Click here to assign privileges.
4. Ensure they have System Administrator privileges on their selected Business Unit(s).
5. Click OK on the user permissions screen.
6. Click Save to create your new system administrator's user account.