7.1.3 Manage Users and Licenses

As a system administrator, you are able to assign roles to users and grant access rights. Also, you can enable hierarchical workflow rules and approval processes by creating hierarchical relationships between users and manage the assigned ADvendio licenses.

 

1. Manage user setup

The functions to manage users and licenses can be found in your user setup under Administration Setup.

  1. Go to Setup.
  2. Open the Users menu.
  3. To make changes to an existing user, click the action Edit left of the user's name.
  4. To add new users, click the New User button. In case you wish to create multiple new users, click Add Multiple Users.


Creation of users

Please note: Once a user has been created, it cannot be deleted. You are able to overwrite the user.

1.1 Basic configuration of users

Next to basic information, the User Edit mode enables you to define the properties of a user.

  1. You can select the appropriate User License from the values displayed in the pick-list.

  2. Tick one of the boxes to configure the user's read access and write access.
  3. Click Save when you have completed the configuration.

User Name

While emails can be used multiple times, the user name - though in email format, too - has to be unique in the whole salesforce environment. In case the preferred username is not available, you can change the email format ending. For example if bob.smith@company.com is not available, try bob.smith@company.demo or bob.smith@company.org. The resulting user name does not need to be a real email address.

Assign Permissions

To assign permissions to the user please take a look on our Wiki pages about

1.2 Hierarchy and Approver Settings

In order to be able to establish hierarchical workflow rules and approval processes, enter a delegated approver and manager for this user.
A delegated approver is able to approve or reject approval processes on the user's behalf.

2. Manage ADvendio licenses

You can assign or manage your ADvendio licenses from within the setup. 

  1. Navigate to Setup > Apps > Installed Packages.
  2. From the list "Installed Packages" on the right select the "Manage Licences" link next to the ADvendio package.
  3. On the following screen you are able to add or remove users for the ADvendio package

2.1 License restrictions (Feature Activation Required)

According to your assigned licenses you are able to use different ADvendio features.

If you see the screen below please notice that the feature you were about to use is not activated for the license assigned to you.

This may arise due to the use of our modules of Billing and Accounting or the AdServer Gateway.

2.2 Update Feature Licenses

If you have new features and would like to activate them immediately please go to the App Launcher and select the Overview Tab.

Under the section Setup & Setting you will find the setting to update your feature licenses.

After you selected this option you will see the following message at the top of the page: 

Success

The licences have been successfully sychronized.

2.3 Automate Feature Updates

To avoid the above mentioned CalloutException you can schedule an APEX job to automatically update the feature license at a regular interval. 

Open the Setup and search for APEX Classes and click on Schedule Apex, use the Apex Class: LicenseModule and name and schedule to your liking.

More about 8.11 Scheduling Apex Jobs..