Assigning A License or Licensee

|Assigning A License or Licensee

Assigning A License or Licensee

How do I assign a license or licensee to a product in my Brentmark Portal?

Assigning a License for Web Applications and Multiple License Desktop Products.  

NOTE:  This action does NOT add a new license to your account.  This is simply assigning your already purchased software licenses to the correct person/user within your organization.

DOWNLOAD PDF INSTRUCTIONS

 

  • Use the Client Portal to log in to your dashboard: 

Portal Login

 

 

 

 

 

 

 

 

 

 

  • Once in your dashboard, you can view the products you have licensed.  If you have a product that allows you to assign the license, click on the “Manage Licenses button.   

Manage Licenses

 

 

SCENARIO 1: By default, if there is only one license for a web application, the licensee assigned is the user for the dashboard.  

SCENARIO 2:  In some cases, the user for the dashboard is NOT the active user.  In these cases, the system allows the dashboard user to assign the use of the license to someone else.  An example of this would be an Office Manager who handles the billing and profile information for the account but is not the primary user of the software itself.  The Office Manager would assign the license. 

If you need additional licenses, please contact support@brentmark.com

 

  • Once you have selected “Manage Licenses” in the previous step, you will see one of the following screens and options: 

Remove Licensee

 

 

 

 

 

 

If the “Remove Licensee” button is shown, this means that there is a user assigned to the license.  You may also reassign this license by clicking on the ‘Remove Licensee’ button.  This will free up the license to be assigned. 

 

New Assign Licensee Button

 

 

 

 

 

 

 To add new licensee, click on the “Assign Licensee” button. 

NOTE:  This action does NOT add a new license to your account.  This is simply assigning your already purchased software licenses to the correct person/user within your organization.

 

  • Enter the First Name, Last Name, and Email for the user that will be assigned to this license.  Then select “Assign”. 

Assign Licensee

 

 

 

 

   

 

 

 

 

 

If the user is NOT already in our database, the user will be notified via email from the email account info@brentmark.live.   This email will contain a username and password, needed for the new licensee to gain access to the application.  The email generated will resemble this: 

Brentmark Email Sample 1 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If the user is already in our database and uses other products, an email will be sent to inform them that they have access to the application by means of their current account dashboard, and will look similar to the screen below. 

 

 

 

By |2020-12-22T14:11:08-05:00November 2nd, 2020|Comments Off on Assigning A License or Licensee