Transferring Licenses

Updated 7 months ago by Kerry Poe

Transferring a license is a two-step process in which the license is removed from one user and assigned to another.

Removing an active license

From the https://foresite.evolvemep.com/ website, ensure the Admin module is selected from the Module Selector located in the upper right corner.
From the navigation bar, located on the left, expand Company, and click Company Members.
From the Company Members screen, click the drop-down menu next to the desired user whose active license will be transferred. The menu expands, and the user's active license(s) are displayed. Hovering over the desired license exposes a trash can icon, click the trash can icon to remove the license.

Assigning a license

From the https://foresite.evolvemep.com/ website, ensure the Admin module is selected from the Module Selector located in the upper right corner.
From the navigation bar, located on the left, expand Company, and click Company Members.
From the Company Members screen, select the desired user(s) and click Add Licenses from the Action menu located at the top of the screen.
From the Add Licenses window,
1. Click the Products or Bundles menu and select the desired option(s).
2. Click Assign