Available User Licenses?
Before you can create a new user within Elements, you need to check to see if your firm has enough available licenses. A System Administrator has access to Setup and to check the number of licenses available. To check for available licenses, you will go to Setup > Company Information. You can also use the Quick Find box in Setup to search for Company Information. Scroll to the User Licenses section to see the number of used and remaining licenses available to your firm.
Only look for available Salesforce and Salesforce Platform licenses. A Salesforce license designates a System Administrator while a Salesforce Platform license designates a Power User.
If you have enough remaining licenses, follow the steps to create a new user. If you do not have enough remaining licenses, you will need to submit a request to the Support Team.
Entering a Ticket to Request a Additional Licenses
1. Go to the Salentica Elements Help Site
2. Select Submit a Ticket
3. Login to create a new ticket
4. Create a new ticket using the following information:
- Category: Elements-User Management
- User Management: Additional License
- Answer the three additional questions that populate
5. Submit your ticket
Once a new license is approved, the Support Team will notify you that the license has been added to your organization. You can then create a new user and assign them the appropriate permission sets.