👥Manage Licenses

When you install Flexi Kanban managed package from AppExchange, you purchase a certain number of licenses from us. You can assign each license to a user within your org. If you assign all available licenses, but want to grant licenses to additional users, you can reassign a license, or purchase more. To get more licenses, contact us using this email address [e-mail]

REQUIRED EDITIONS
Available in: Salesforce Classic (not available in all orgs)
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

USER PERMISSIONS NEEDED
To manage licenses for an installed package:	Manage Package Licenses

NOTE: If you purchased a site license or if the managed package isn’t licensed, Salesforce assigns licenses to all your users and you can’t manage licenses. Your users can use the package as long as they have the appropriate permissions.

1. From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.

2. Click Manage Licenses next to the Flexi Kanban package. To assign licenses for a package, you must have access to the package and at least one available license.

   1. To assign licenses to more users, click Add Users.

   2. To remove a license from a user, click Remove next to the user's name. To remove licenses from multiple users, click Remove Multiple Users.

   3. Click any column heading to sort the users in ascending order using the data in that column. Click the heading again to sort in descending order.

   4. If available, select fewer or more to view a shorter or longer display list.

IMPORTANT: Once a Flexi Kanban license has been assigned, ensure that the users have one of the following Permission Sets assigned to them:

1. Flexi Kanban Admin (view/edit access to all Flexi Kanban boards)

2. Flexi Kanban User (view/edit access to owned or shared Flexi Kanban boards)

3. Flexi Kanban Viewer (view access to share Flexi Kanban boards)

REQUIRED EDITIONS
Available in: all editions

USER PERMISSIONS NEEDED
To assign permission set license:	Modify All Data and Privacy Center
To assign permission set:	Modify All Data and Privacy Center

1. From Setup, in the Quick Find box, enter Users, and then select Users.

2. Click the user who you want to assign the permission set license to.

3. In the Permission Set License Assignments related list, select Edit Assignments.

4. Enable Privacy Center User, and click Save.

5. Click the user who you want to assign the permission set to.

6. In the Permission Set Assignments related list, select Edit Assignments, then add Privacy Center. If the user isn’t an admin, add Manage Data Subject Access Policies and Execute Data Subject Access Policies.

   
7. Save your changes