Overview
The Agent Licenses page has been updated to make License Management within Convoso easier, clear, and faster.
The Agent Licenses Dashboard shows you all relevant data on your Licenses at-a-glance.
- The Dashboard displays the total number of Licenses in four (4) categories:
- Total Paid Licenses
- Assigned Licenses
- Unassigned Licenses Available
- Unassigned Licenses on Cooldown
- Reassigning Licenses is easier, and you can view the last Agent activity on a License.
- Bulk Assign and Unassign Licenses using the improved Action buttons.
Contents
- Open the Agent Licenses Page
- Agent Licenses Dashboard
- Action Buttons for Agent Licenses
- Last Agent Activity
Open the Agent Licenses Page
1.) Click the Account main menu
2.) Click the Users menu option.
The Show Users page will open.
3.) Click the Agent Licenses tab.
The Agent Licenses tab contains an Agent License Dashboard showing data about your Licenses, as well as filters for searching Licenses and a results table for displaying the Users that are assigned Licenses.
Licenses Table
The License table no longer has Unassigned Licenses listed.
Only Users that have Licenses assigned are shown in the table.
Unassigned Licenses are now broken down in the Dashboard as Unassigned Available Licenses and Unassigned Licences on Cooldown.
Agent Licenses Dashboard
At the top of the Agent Licenses tab is the Agent License Dashboard for viewing License totals for four (4) categories:
- Total Paid Licenses
- Assigned Licenses
- Unassigned Licenses Available
- Unassigned Licenses on Cooldown
Unassigned Licenses on Cooldown
The number in this category is clickable, so you can easily view the Licenses you own that are on Cooldown for 24 hours.
Note: Both assigned and unassigned Licenses can be on Cooldown as the Cooldown date is based on the Last Assigned Date. This category only shows those that are unassigned and on Cooldown.
- Click on the number for this item in the Dashboard to view a list of the unassigned Licenses which are on Cooldown.
A modal window will open, displaying the number of Licenses that are in Cooldown based on their last assigned date, and the names of the Licenses
You currently have 1 unassigned license(s) on cooldown based on their last assigned date.
License 1 on cooldown till 2023-04-17 20:03:34
Licenses become Available to be reassigned after a 24-hour cooldown period from their last assigned date.
Action Buttons for Agent Licenses
The Assign License and Reassign License buttons open modal windows for making selections.
The Red Unassign Selected Licenses button requires you to select Users from the table below using the checkboxes in each row.
Unassign Selected Licenses
You can unassign Licenses in bulk using the red Unassign Selected Licenses.
- Click the checkboxes next to each User you want to unassign a License from.
- You can also click the checkbox at top of the checkbox column to select all Users on that page. If you want to select ALL Licenses, click the link that appears below the action button.
After selecting one (1) or more Users from the table, click the Unassign Selected Licenses button.
The Unassign Selected Licenses modal window will open.
The modal window contains this statement:
This action will unassign all selected licenses from their current users. You will still be charged for unassigned licenses.
Note: Licenses can only be reassigned after a 24-hour cooldown period from their last assigned date.
To remove licenses from your account, contact our support.
Note: You are still charged for Unassigned Licenses. Unassigning does not remove them. Contact support to remove Licenses from your Account.
No Selection Error
Clicking the Unassign Selected Licenses button without first selecting Users from the table will produce an Error modal window.
Close the window and select Users using the checkboxes next to each User in the table.
Assign License
With the Assign License button, you can easily assign Licenses in bulk by selecting active Users who do not have assigned Licenses at the moment.
- You can select as many Users as the amount of unassigned available Licenses you have.
Note: Licenses can only be reassigned after a 24-hour Cooldown period from their last assigned date.
Reassign License
To reassign a License, select a User you want to unassign the License From and a User you want to assign it To.
Note: You do not need to select Users from the table for this button.
Click the Reassign License button.
The Reassign License modal window will open.
This window has two (2) drop-down fields:
- From
The User you unassigning a License from. - To
The User you are assigning the License to.
Both drop-down fields contain a list of Users on the Account.
Reassign Icon Button
This button's look and functionality have been improved.
- The icon on the button is now a recycle/refresh icon.
Click the Reassign Icon button, and the same Reassign License modal window will open that opens when you use the Reassign License Action button.
- When using the Reassign Icon button, the modal window will open with the User from that row auto-filled in the From field.
Last Agent Activity
View the Last Agent Activity on a License in the table on the Agent Licenses tab.
Check when an Agent with the assigned License was last active in the system with the Last Agent Activity column.
- This column will show the last date and time there was Agent activity on the assigned License.
- If this field is blank, there has been no Agent activity in the past 20 days.
Note: Date and Time format: yyyy-m-d hour:min:sec 2023-03-28 10:47:27