Assign and differentiate user license types

Your company might work with partners who use your content to promote your products, or you may have non-selling internal teams who only need to view content. As an administrator, you can assign and change user license types. You can also see an overview of assigned license types and filter your users. This helps you quickly identify direct, partner, and view-only users.

To use this feature with a legacy plan, you need the Content and/or Coach Channel Package activated. When activated for your organization, your users have a direct license type by default. Based on your contract, the Channel Package allows you to add a limited number of partner licenses. View-only licenses are available exclusively for eOS plans.

See how it looks

Key features

• Distinguish direct users, partners, and view-only users
• Filter users by license type
• Direct, partner, and view-only licenses have the same functionality in the Showpad user apps
• Partner and view-only license types are limited by your contract
• View-only licenses are only available on eOS plans
• View-only license types can only be assigned to users

You need this to succeed

The quick way

1. Create new users with the assigned license type
2. Change the license type for a single user
3. Change the license type for multiple users in bulk

Do this step by step

Assign a license type when creating a user

Before assigning a license, note the role limitations. Administrators require a Direct license. Managers require either a Direct or Partner license. Users can have a Direct, Partner, or View-only license.

1. Log in to the Admin App and navigate to Users.
2. Click Add users and select Create new user.
3. Fill in the user details.

4. Configure the user's license based on your plan:

   • eOS plans: In the Product license field, select Direct, Partner, or View-only.
   • Legacy plans: In the License type field, select Direct or Partner. Then, in the Product license section, toggle on their Content and Coach licenses as needed.

   Note: Users are assigned a Direct license type by default.

5. Complete configuring the user details and click Create user when ready.

You can see the number of Direct, Partner, and View-only licenses in the bottom left of the Users page.

Change the license type for a single user

Before changing the license type for a user, note their User role. Administrators require a Direct license. Managers require either a Direct or Partner license. Users can have any license type.

1. In the Users library, search for a user using the search field or narrow the list with the available filters. To see all users with a specific license, select Direct, Partner, or View-only from the License type filter.
2. Click the user you'd like to assign a new license type to.
3. In the detail panel, scroll to the Product license section.
4. Update the user's license based on your plan:
   • eOS plans: Hover over the License field and click to begin editing. Select Direct, Partner, or View-only.
   • Legacy plans: Toggle their Content and Coach licenses on or off as needed. Then, in the License type field, select Direct or Partner.
5. Click Save changes.

Change the license type for multiple users in bulk

Before changing the license type for a selection of users, note their User roles. Administrators require a Direct license. Managers require either a Direct or Partner license. Users can have any license type.

1. In the Users library, select the users to whom you'd like to assign a new license type.
2. Click Edit in the action bar.
3. In the detail panel, scroll to the Product license section.
4. Choose Replace all from the drop-down menu.
5. Update the licenses based on your plan:
   • eOS plans: In the License field, select Direct, Partner, or View-only.
   • Legacy plans: Toggle their Content and Coach licenses on or off as needed. Then, in the License type field, select Direct or Partner.
6. Click Save changes at the top of the detail panel.