Licensing

When Reporting is installed, you must assign licenses to your users. Reporting is installed with an initial trial period of 14 days and 5 user licenses.

Reporting is a free application to licensed users so, as customers are on-boarded, the Certinia License Team extends the license period and number of users to match Accounting. For example, if you have 15 Accounting users and your annual renewal period ends on 31 of December that year, the same is granted to Reporting.

You must assign these licenses to all relevant users.

To add a license to a user:

  1. Click Your Name | Setup | View Installed Packages to find the installed package that has available licenses.
  2. Click the Manage Licenses link next to the package name.
  3. Click Add Users.
  4. Select a view from the drop-down list, or click Create New View to build a new custom view.
  5. Click a letter to filter the users with a last name that corresponds with that letter.
  6. Click All to display all users who match the criteria of the current view.
  7. Select the users. Selected users are listed in the Selected list.
  8. When the Selected list includes all users you want to assign licenses to, click Add.

To remove a license from a user, click Remove next to the user's name. To remove licenses from multiple users, click Remove Multiple Users.

For more information, see "Managing Licenses for Installed Packages" and related topics in the Salesforce Help.