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How to Assign Licenses to a User


This article demonstrates step-by-step instructions for How to Add Licenses to a User.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:



Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Management Portal Login Form
Now, navigate to Organization > Users as shown in Exhibit 2a. Next, click on the user you want to add licenses to as shown in Exhibit 2b.
Phone directory tab
Navigate to Organization
Navigate to Users Page
Select a User

Select License

Almost Done! Let finish up.

From the User Licenses page, locate the license you would like to assign to the user (e.g. IM Suite Sync, Power BI, Call Recording, ect…) and enable the license as shown in Exhibit 3.

Users Page
Add License


Congratulations! You have now completed the "How-To Assign Licenses to a User" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.

Updated on November 15, 2018

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