OverviewKugamon 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
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
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