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.
All information related to your license and payment information is found under the billing & licenses section on your account.
How to edit licenses
Editing licenses is only possible for customers you have created in your portal. If you haven’t created customers yet, you'll need to do so before you allocate licenses to that customer.
If you want to increase the number of licenses, be sure to enter a value that is equal to the current number of licenses plus the additional licenses. For example, if you currently have 25 licenses, and want to add 25 more, you’d enter 50 into the appropriate license field.
Before you’re able to decrease the number of licenses for a tenant, you’ll first need to remove the licenses from the users. Refer to How do I manage my user licenses?
- Click your name from the top navigation bar.
- Click Billing & Licenses.
- Click the Edit button for the licensed customer.
- Update the number of licenses.
- Click Approve and Activate.
- If the number of licenses were increased. To assign licenses to the appropriate users now, click Assign Licenses. Otherwise, click I’ll do it later.
We keep a 6-month view of your tenants and licenses. This detail allows you to see when changed over that period.
To access the graphs, click your name from the top right navigation bar, and click Billing & Licenses.
View total license counts
The total licenses count graph shows then number of licenses within a specific period. Hover over the graph to see how many licenses were added to your account. A tooltip will show the number of licenses for that period.
What is the Billing Frequency?
Once you subscribe, you’ll be charged based on the number of user licenses you have purchased, including add-on licenses.
Billing occurs monthly. If you adjust your licenses during the month, we will keep track of the adjustments and prorate the next month’s bill accordingly.
Evo accepts the following payment methods:
- Credit Card: Visa, MasterCard, American Express, Discover Card, and Diners Club.
-
ACH (Automated Clearing House): Can take up to 5-7 business days to process.
- May not be accepted by all financial institutes.
Are my payments secure?
Evo processes subscriptions using an authorized third-party application. Payment processing meets all Payment Card Industry (PCI) security standards.
You can learn more about those standards at the PCI Security Standards Council website.