There are 2 types of licenses with Evo. A user license determines if the user can use Evo; whether it's logging into the Portal, Web App or Endpoint protected by Evo. Each user must have at least one license.
- Secure Login License: Needed for any user that will be authenticating with Evo.
- Elevated Access License: Needed for any user that will be utilizing Elevated Access. Elevated Access licenses include Secure login, so there is no need to assign both licenses to a user.
From the customers’ people table, you’ll be able to see which users are currently licensed, and which are not. You’ll also be able to see many licenses remain for distribution among the customers’ users.
How to buy more licenses
If you have more users than you do licenses, you can always register for additional licenses. This should be completed by an administrator who has access to Billing & Licensing.
You’ll be able to see from the tenants’ users table, how the licenses have been allocated. You can also see how many you have left to allocate.
- From the Left Nav menu, click My Company. Alternatively, click Customers and find the customer you'd like. You can also opt to use the Global Search Bar.
- From the side navigation, click People.
- Click Staged (or the All tab) to locate newly synced or created users.
- In the displayed list of users, find the ones you want to license. Check the box at the beginning of each row.
- Click the actions menu located above the user table, hover over Assign License, and click Buy More?
Alternatively, you can head directly to the Billing and Licenses page for direct purchases.To update the licenses for a customer, refer to How do I manage my licenses?
How to assign a user license
Before you can authorize a license for a user, you must have the correct number of licenses associated to the customer. Refer to How do I subscribe to Evo?
- On your dashboard, click My Company. Alternatively, click Customers and find the customer you'd like. You can also opt to use the Global Search Bar.
- On the left nav, click People.
- Click Staged (or the All tab) to locate newly synced or created users.
- In the displayed list of users, find the ones you want to license. Check the box at the beginning of each row.
- Click the actions menu located above the user table, hover over Assign License, click the appropriate license to assign.
Repeat steps 2-5 for each Elevated Access License that needs to be assigned.
How to remove a user license
Best practice is to remove a license from a user who is no longer part of the organization, and therefore should no longer be granted access.
After you have removed a user license the license will be put back into the pool of licenses to be distributed to the tenants’ users. If the user is licensed for both Evo Secure Login and Evo Elevated Access, you will need to remove both licenses.
- On your dashboard, click My Company. Alternatively, click Customers and find the customer you'd like. You can also opt to use the Global Search Bar.
- On the left nav, click People.
- Click Active (or the All tab) to locate those users.
- In the displayed list of users, find the ones you want to remove license for. Check the box at the beginning of each row.
- Click the actions menu located above the table, hover over Remove License.
- Click the appropriate license to remove.
How to bulk add/remove user licenses
You can add or remove user licenses to multiple users at a time.
- On your dashboard, click My Company. Alternatively, click Customers and find the customer you'd like. You can also opt to use the Global Search Bar.
- On the left nav, click People.
- Click Staged (or the All tab) to locate newly synced or created users.
- In the displayed list of users, select the users you want to license. Check each box at the beginning of each row or use the select all box at the top of the list.
- Click the actions menu located above the user table, hover over Assign License or Remove License.
Repeat steps 2-5 for each Elevated Access License that needs to be assigned or removed.