Assigning User Licenses in SAM

There are two ways for you to allocate license types to CRM users within the SAM Admin Tool:

  • Using the User Maintenance page – use this if the CRM user will have only one type of access to all available worksheet types.

  • Using the Edit User Profile page – use this if the CRM user will have different types of access to each worksheet type.

If you have already assigned the maximum number of licenses for a particular license type, you can either free up a license by removing the access from another CRM user and re-assigning it or you can purchase additional licenses. The system will not let you exceed the maximum allowance for each license type.

Before allocating licenses, refresh the user list to ensure that all applicable CRM users are available.

To use the User Maintenance page to allocate licenses:

  1. At the SAM Admin Tool Main Menu, click the User Maintenance link. The User Maintenance page appears.

  2. Scroll through the list or use one of the page search methods to locate the desired CRM user.

  3. Click one of the <License Type> links next to the user.


 

The page refreshes and displays checkmarks in the applicable <License Type> columns for the user. For example, to assign Full access to a CRM user, click the Full link next to the user. The CRM user is assigned Full access to all available worksheet types.

To remove license assignments from a user, click the Clear link next to the desired user.

To use the Edit User Profile page to assign license types:

  1. At the SAM Admin Tool Main Menu, click the User Maintenance link. The User Maintenance page appears.

  2. Scroll through the list or use one of the page search methods to locate the desired CRM user and click on the Edit link. The Edit User Profile page appears.

  1. Click the <license type> checkbox(es) next to the desired worksheet type(s). The checkbox to the right of each worksheet type indicates Full access. The check box to the right of (Read) indicates Read-only access. The checkbox to the right of (Manager) indicates Manager access.

NOTE:
Assign only one type of user license per worksheet type to a user. If more than one user license type is assigned to a user for a worksheet, the system overrides the lesser access with the greater access. For example, if an administrator assigns both Full access and Read-only access to Blue Sheets for a user, the system overrides the Read-only with the Full access and the administrator wastes a Read-only license allocation.


 

  1. Click Save. The User Maintenance page reappears





     

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