Modify service plans

You can modify the service plan for a selected assignment from the Product Licenses page or from a user's details.

Requirements

You must be assigned the License Administrators role or be a customer assigned delegated license administration.

In the left navigation, select Licenses > Product Licenses.
If not already selected, use the global customer selector - Customers drop-down menu to select the customers where you want to assign licenses.
Search or filter to find the product license where you want to modify service plans, and select the arrow left of the product name to show all the current user assignments.
The user assignments for the product license display below the row.
Click in the user row to view a user's services in the right panel and click the pencil icon to edit services.
Select the action menu for a user and select Configure services.
The Configure Services dialog shows the currently configured services with selected checkboxes.
Select or clear the checkboxes to modify the services for the user and select Confirm.
It may take a few minutes for your changes display for the user. Refresh the page from the top of the dialog to see your changes.

On the left navigation, select Identity > Users.
If not already selected, use the global customer selector - Customers drop-down menu to select the customers from where you want to select users.
If the user list is empty or you can't find a specific user, refresh the page to show the most recent data.
Filter or search to find the user you need, then select the user's name view the details.
On the Licenses tab, select the checkbox for license you want to edit.
Select Configure services.
The Configure Services dialog shows the currently configured services with selected checkboxes.
Select or clear the checkboxes to modify the services for the user and select Next.
Review your selections. If you need to make changes, select Back. Otherwise, select Confirm.

Updated: Sep 17, 2024