License Management

introduction the license management section in cloudfiles allows administrators to control user access to cloudfiles products from this page, admins can view active users, assign roles, invite new users and manage the total number of licenses available accessing license management license management can be accessed in cloudfiles app https //hubspot cloudfiles io from settings(gear icon in top right) and selecting 'license management' section in the left nav menu license management overview the license management screen provides a consolidated view of all users associated with the selected product at the top of the page, product tabs allow you to switch between document management document generation document sharing any changes made apply only to the currently selected product below the tabs, the licenses section displays following information the total number of licenses available the number of licenses currently in use the list of users assigned to the product user list and license details the user table displays all users who have access to the selected product for each user, the following information is shown name and email id – identifies the user license status – indicates whether the license is active or inactive role – defines the user’s level of access (admin or user) users with the admin role can manage templates and integrations change license status invite new users assign roles inviting users clicking invite user opens a dialog that allows admins to invite new users to cloudfiles in the new invites view, the admin enters the user’s email address selects a role (user or admin) sends the invitation via an email from support\@cloudfiles io once the invitation is accepted if a license is available, it is automatically assigned the user gains access based on the selected role the pending invitations view shows users who have been invited but have not yet accepted, helping admins track outstanding invitations managing licenses the manage licenses option allows admins to control the total number of licenses available for the selected product when selected a modal opens displaying the current license count admins can increase or decrease licenses using plus/minus controls the modal shows both licenses currently in use the updated total after changes selecting confirm changes applies update to billing, making new licenses immediately available for assignment license management in cloudfiles provides admins with full visibility and control over access to the document generation 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