Admin Guide - Assign or Remove Inspire Planner Licenses from Users

    A user will need an Inspire Planner License to be able to see and use all the features that come with the Inspire Planner App. This help article will walk you through how to assign or remove Inspire Planner Licenses from your users.

     

     

    Assign Inspire Planner Licenses to New Users

    This section will walk you through how to assign Inspire Planner Licenses to new users. 

     

    1. Navigate to Setup. Click on the Gear icon at the top right corner and click on Setup.

    2. Enter 'Installed Packages' in the Quick Find box at the top left corner. Then, click on Installed Packages.


       
    3. Look for Inspire Planner in the list of Installed Packages and click on Manage Licenses.


       
    4. Then, click on Add Users.


       
    5. Select the users you'd like to assign an Inspire Planner license to, and then click on the Add button under the Selected Users section

     

    Please note: After you assign licenses to your users, you must also assign the Inspire Planner Permission Set. Please visit Assigning Inspire Planner Permission Set.

     

    Remove Inspire Planner Licenses from Users

    This section will walk you through how to remove Inspire Planner Licenses from users.

     

    1. Navigate to Setup. Click on the Gear icon at the top right corner and click on Setup.

    2. Enter 'Installed Packages' in the Quick Find box at the top left corner. Then, click on Installed Packages.

    3. Look for Inspire Planner in the list of Installed Packages and click on Manage Licenses.


       
    4. Then, click on Remove beside the user(s) you would like to remove the Inspire Planner License from. 

      When you remove a license from a user, it frees up the license to be used for another user.

     

    If you require additional licenses, please visit our Purchasing Licenses article.

     

     


    Tags

    User Admin & LicensingAdministration

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