Assign or remove Multiple User Licenses (over ~20 or more in one go!)

Owned by David Depman
Last updated: Jan 12, 2023 by Anna Madajova
4 min read

Licenses can be assigned or removed/deactivated to Users in large groups using the Import Users feature.

You will likely save time when assigning/removing Licenses to about 20 or more Users using the following method.

Before we start, an important note:

If you are unsure of your License type and/or numbers, please consult your contract for the specific Licenses purchased. Licenses are provisioned to Accounts based on the contractual agreement and only those types of Licenses can be assigned to Users.

Example: A Relationship Maps License can NOT be assigned to a User if only Suite Licenses have been purchased.

 

If you have any questions, please reach out to your CS representative or email support@people.ai

Assign Users Licenses

 

Go to ClosePlan Admin tab > User Manager > Import Users

 

In the pop up window, you can:

  • Download a sample CSV file to use for your import

  • Refer to the API Reference information to find all available license scopes for License types and user level assignment

  • Upload Files that will assign Users their Licenses

 

The CSV file download presents the required information to assign Users their correct License Type

Please Note: The License Type and access level must be assigned exactly as indicated, no typos!

  • Required Columns:

    • Username: Username that will be assigned a License (Column header must be ‘Username’ exactly)

    • Scopes: Identifies the type of License and User Level (Column header must be ‘Scopes’ exactly)

      • Available scopes (These values must be used exactly as they appear, no typos!)

        • level:admin

        • level:user

        • suite:full

        • suite:read

        • deal.playbook:full

        • deal.playbook:read

        • deal.scorecard:full

        • deal.scorecard:read

        • deal.relations:full

        • deal.relations:read

        • remove

 

To Assign Licenses, fill in the needed information and click on the Upload Files button in the modal

After uploading, click on Submit > Assign Users

 

Success looks like this:

Assigned users are marked as Active

 

How to edit the downloaded sample CSV file in excel

  • Open an Excel file

  • Go to the Data tab > Get Data (Power Query) and select From Text (Legacy)

  • Find the downloaded UserImportTemplate.csv file > click on it > Get Data

  • Text Import Wizard will open > click Next

  • Disable Tab checkbox > enable Comma checkbox and click Next

  • Click Finish and OK

  • The .csv file will be imported into excel

  • Enter the Usernames for Users who will be assigned Licenses and scope

    • The License/Access Level values must be assigned exactly as indicated, no typos


  • In the below example:

    • Two Users are assigned suite full access Licenses, user level access

    • One User is assigned suite full access License, admin level access

 

  • Save the file as CSV (File > Save As… > select file format with .csv )

  • The file is ready to be uploaded via the Import User feature to assign the users

Result:

 

Remove/Deactivate Users Licenses

In order to remove/deactivate Users, follow the same steps as for User License assignment and enter the remove scope as the value.

Note that removal will be ignored if other scopes are added for the user at the same time.

 

In the below example:

  • 2 Users who are currently assigned Suite Licenses need to be deactivated

  • Follow the process as for User Assignment and enter the value: remove

Result: Users are changed to Inactive and their License assignments have been removed