Options: Managing User Licenses in Moovila

User licenses may be applied, tracked, and managed via the User Admin dialogue. Here's how:

1. Click to open the More Options menu in the left navigation.
   
   
   
2. The More Options menu opens. Click to open User Admin.
   
   
   
3. The User Admin dialogue opens. Click on the License Counts button to open the License Count dialogue. This presents a detailed view by license type of: Licenses (the number of licenses your organization has purchased), In Use (the number of licenses that have been applied), and Available (the number of licenses that have not yet been applied). Any overages will be displayed in red.
   
   The license types are as follows:
   
   • Full User License: These users have complete access to Moovila functionality, although their permissions are still based upon the security role applied to them by system administrators. 
   • Contributor License: Users can access and view projects and tasks to which they've been assigned. They can update, edit, and add time to their tasks, but cannot add new projects or tasks.
   • Profile License (formerly known as the Analytics License): This license is for users who need to be synchronized with outside systems and/or users who want the ability to log into the platform to view work they are associated with, but in a view only state (no edit capabilities). For outside system PSA users, these primarily will be the users staying solely in ConnectWise, HaloPSA, AutoTask, etc.
     
     
4. To manage the application of user license types, first add the License Type column to the display if it is not already present. Click on the Column Selector icon in the menu, and click to display the License Type column.
   
   
   
5. The License Type corresponding to each user will display. Click into the column to modify the license type applied. As applied license types change, the counts in the License Count dialogue will update as well.
   
   
6. By default, users will be assigned a Full User license when added via the Moovila User Admin dialogue. A Profile license will be applied when users are added via a third party system (like ConnectWise or Halo PSA).
   
   
7. Deactivated users will be deducted from In Use license count totals.