License Management

the license management section in cloudfiles allows admins to control access to the document management product from this page, admins can view active users, assign roles, invite new users, and manage the total number of licenses available for the product each cloudfiles product > document management, document generation, and document sharing has its own license configuration, which can be managed independently accessing license management license management can be accessed from settings in cloudfiles by selecting license management from the left hand menu by default, the document management tab is selected, allowing you to manage licenses specific to this product the license management screen provides a consolidated view of all users associated with the document management product at the top of the page, product tabs allow you to switch between document management, document generation, and document sharing any changes made apply only to the selected product below the tabs, the document management licenses section displays the current license status, including the number of licenses available and the list of users assigned to this product user list and license details the user table shows all users who have access to document management for each user, the following information is displayed name and email id of the user license status indicates whether the license is active or inactive role defines the user’s level of access admin/user users with the admin role can manage licenses, invite new users, and add new licenses inviting a user clicking "invite user" opens a dialogue that allows admins to invite new users to cloudfiles in the new invites view, the admin enters the user’s email address and selects a role, either user or admin once the invitation is sent, the user receives an email invitation to join cloudfiles if a license is available, an active license is automatically assigned after the invitation is accepted the pending invitations view shows users who have been invited but have not yet accepted their invitation, helping admins keep track of outstanding invites updating roles and license status admins can directly update a user’s role and license status from the license management table each user entry includes editable fields that allow quick adjustments without leaving the page using the edit (pencil) icon, admins can change a user’s role between admin and user, depending on the required level of access similarly, the license status can be toggled between active and inactive, giving admins control over whether a user currently has access to the document management product managing licenses the manage licenses option allows admins to control the total number of document management licenses available when selected, a modal opens where the admin can increase or decrease the number of licenses using the plus/minus controls the modal also displays the current number of licenses in use and the updated total after changes are applied selecting "confirm changes" updates the license count, making new licenses immediately available for assignment license management in cloudfiles provides admins with full visibility and control over access to the document management product by managing users, roles, invitations, and license counts from a single screen, teams can ensure secure access to documents while scaling usage as needed deleting a user admins can permanently remove user from the cloudfiles account directly from the license management screen this action cannot be undone when a user is deleted, they are completely removed from the cloudfiles account and will no longer have access to any cloudfiles products any files, folder, datarooms, shared link, or other resources owned by the user are automatically reassigned to the admin initiating the delete action this ensures that existing resources remain accessible and no data is lost after the user is removed