HOW CAN I ASSIGN AXY OKR LICENSES TO USERS?

Once you have installed Axy OKR in your production org, it is time to assign the Axy OKR licenses to the users. You decide who will have access to the app so you will assign a license for each of them.
You can assign licenses to a set of users, to an specific user and also remove this assignations.

Follow this simple steps for users license assignation:

  • Go to Salesforce Setup
  • Find for Installed Packages
  • Click on Axy OKR Management
  • Click on Manage Licenses
  • Click Add Users
  • Select all the users you want to assign to the package (After selecting the user, Salesforce automatically moves it to the Selected Users list).
  • Click Add.

Salesforce will show you the list of the users with an active license.

To assign a license to an specific user, you can follow these steps:

  • From Setup, enter Users in the Quick Find box, then go to Users
  • Select the User you want to assign a license.
  • Scroll down and go to Managed Packages list. Click Assign Licenses.
  • Salesforce automatically shows the Unassigned Packages list
  • Select Axy OKR Management and click Add

If you want to remove a License, so you can use it for other user:

  • From Setup, enter Users in the Quick Find box, then go to Users
  • Select the User you want to remove a license.
  • Scroll down and go to Managed Packages list.
  • Click on Remove button