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How to sponsor/assign a license to a client
How to sponsor/assign a license to a client

This guide will show you how to assign a license to a SideDrawer you've created for a client

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Written by Support
Updated over a week ago

It's very simple to sponsor a client with a premium license. If you haven't purchased any licenses, click here to for a short tutorial on how to purchase more licenses.

Sponsoring a SideDrawer for someone else means that you've created the SideDrawer with all the tiles, and any associated records and documents, for someone and you're giving it to them to use. For your client to claim that SideDrawer as theirs, they'll simply need to create an account. To learn more about what sponsoring a client means, click here.

Should you wish to discontinue sponsoring someone, you can revoke the license at any time. The client will still OWN the SideDrawer and all of its' contents. They'll be notified that they need to purchase a premium license if they wish to have all the features they had before. Otherwise, they'll be changed to a free, starter account.

To sponsor/assign a license follow these steps.

Step 1

Open your SideDrawer and click "My Account" in the lower left hand side of the page

Step 2

Click "Manage Subscriptions"

You'll see what subscriptions you've purchased, how many are assigned, and how many are free for you to use for sponsoring.

Step 3

Click the little down arrow to manage the subscription you want.

Step 4

Click "Assign Licenses to existing SideDrawers". If your client doesn't have a SideDrawer, you'll need to create one first before you assign a license. In that case you'd click the "Assign to a New SideDrawer". Please note that the "Add or Remove Licenses" button is referring to purchasing licenses and not adding or removing licenses to clients.

Step 5

You can see all the SideDrawers you have access to and you can see see that there's 1 license assigned to Rob R and there's 1 available. To assign that available license to another SideDrawer, simply click the name. In this example, we're assigning a license to Max Hare.

You'll notice that the number of assigned licenses has now increased by 1 and Max Hare has been added to "All SideDrawers".

Step 6

Lastly, you'll simply click the "Confirm Changes" button.

A pop up button will notify you when you've finished.

You can see that the number of available and assigned SideDrawers in your subscription will be changed to reflect assigning the license.

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