Support Center

Assigning Kugamon Licenses to End Users

Last Updated: Jun 26, 2018 01:38PM PDT

Overview

Kugamon Quote to Cash can be assigned to whomever the client designates.  The licenses can be reassigned (taken away/given to) any employee that has a Salesforce license.  

Audience : Administrator


Steps:


1. Go to Setup
2. Under App Setup | Click "Installed Packages" 
3. Scroll to Kugamon Quote to Cash | Click "Manage Licenses"

To Add a User:
1. Click "Add Users" 
2. Select a name that is already in the system | Click checkbox (can add multiple users at once by clicking "Add All Users")
3. Click "Add"

To Remove a User:

​1. Remove one person from a license | Click "Remove" next to the name in the list under Action.
2. Remove multiple users | Click "Remove Multiple Users" | Select the checkboxes next the names to be deleted

 

Notes:

  • On the manage license page the client can see their expiration date

  • ​Client can see the number of licenses allowed and in use on manage license page

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