Managing licenses in MoverMate allows you to allocate and purchase licenses for employees, ensuring they have the appropriate access to CRM, Crew App, and Tracking functionalities. Follow these steps to manage your licenses effectively.
1. Accessing License Management
Log in to your MoverMate account.
Navigate to Settings from the left sidebar.
Click on Manage Licenses to view your current license status.
2. Viewing Available Licenses
Once in the license management section, you will see a table displaying:
License Name – Type of license (CRM, Crew App, Tracking, etc.).
Inclusions – Number of licenses included in your subscription plan.
Purchased – Additional licenses you have bought.
Assigned – Licenses currently allocated to employees.
Available – Licenses that are free to assign.
3. Assigning Licenses to Employees
Go to Resources > Employees in the dashboard.
Click Add Employee or edit an existing employee.
Under the Assign Licenses section:
Check the boxes for the required licenses (CRM, Crew App, Tracking, etc.).
Ensure you have enough available licenses; if not, proceed to purchase additional licenses.
Click Save & Close to apply the changes.
4. Purchasing Additional Licenses
If you do not have sufficient licenses available:
Click Buy Now next to the license you need.
Increase the license quantity as required.
Click Save to confirm the purchase.
The newly purchased licenses will now be available for assignment.
5. Modifying License Assignments
To reassign or remove a license from an employee:
Navigate to Resources > Employees.
Select the employee whose access you wish to modify.
Adjust the assigned licenses under the User Access section.
Click Save & Close to update the changes.
6. Managing Subscription and Billing
Click on your Profile at the top-right corner.
Select Billing to view your subscription details.
Under Your Products, you can manage your existing licenses and add or remove them as needed.