- First Time Configuration
- Host Administration
- Organization Administration
- Accounts and Roles
- Licensing
- Notifications
Allocating user licenses
Only for user license management
The instructions on this page are only applicable if user license management is enabled for your organization.
If user license management is disabled, user licenses are not allocated to user accounts directly. Instead, they are allocated to tenants, in the same way you allocate robot and service licenses. User licenses are then consumed by users in that tenant on a first-come-first-serve basis.
You can allocate user licenses to the accounts of your users in one of two ways:
This is an option that lets you perform setup one time and not have to worry about allocating licenses in the future.
To automatically allocate user licenses, you must:
- Set up a license allocation rule for a group.
- Add user accounts to the group to grant the licenses in the allocation rule.
If your groups are already configured for the main user roles, adding a user to a group lets you set up that user's account with everything they need for working in Automation Suite.
When added to a group, a user inherits the licenses granted by the group's license allocation rule.
The default groups that we provide are pre-configured with all these settings for the main automation personas. You can customize these groups, or create additional groups with custom settings.
You can also allocate user licenses to a user account directly.
If you want to automatically assign one or more user licenses to accounts when they are added to a group, you can set up a license allocation rule for a group.
All the groups that currently have a license allocation rule set up are listed in this section, along with the types of user licenses that the rules assign:
All current members of this group now have the selected licenses allocated to them, within the limit of licenses available for your organization.
From now on:
- When you add users to this group, they automatically receive the licenses in the allocation rule.
- If you remove a user from the group, the licenses they inherited from the group are removed.
- If you allocate a license to a user directly, no group allocation rules apply to them anymore. They keep only those licenses that were allocated directly.
Another way to allocate user licenses from your organization's pool is to allocate the license directly to specific users.
All the users that currently have a license directly allocated to them are listed in this section, along with the types of user licenses assigned to them:
- Allocation options
- Using license allocation rules
- Allocating licenses to users
- Managing license allocation rules
- Viewing existing rules
- Editing a license allocation rule
- Adding a license allocation rule
- Managing licenses allocated to users
- Viewing allocated user licenses
- Allocating licenses to users
- Editing a user's licenses