Manage License Templates

  • Last update on September 27th, 2024

License Templates are not available in the Essentials and Professional solutions, but they can be purchased as an add-on.

 

CoreView allows you to visualize and manage details about existing License Templates.

To proceed, follow the steps below.

Select License Template

Select the License Template's name:

Template details

By clicking the License Template's name, a panel will appear. Here you can:

  • View the “Template details”, such as its name and description.
  • Edit the License Template's name, if necessary.
  • Write a description, if needed.

License configuration

Next, you can view the “Licenses configuration”. Here, you can:

  • View the status of the assigned licenses one by one, or edit it. Statuses can be set to “Manageable,” “Mandatory” or “Disabled” based on your needs:
    • Manageable: this status gives the operator the flexibility to decide whether to assign the license or service plan.
    • Mandatory: when a license or service plan is marked as mandatory, it is always assigned, regardless of other factors.
    • Disabled: a disabled status means that the license or service plan will never be assigned.

It's important to note that when a license or service plan is set as either “Mandatory” or “Disabled”, it cannot be edited by the operator during the execution of the action or the workflow.

Marking a license as “Mandatory” ensures all service plans are enabled when assigned, but it doesn't automatically assign the license.

 
  • Set the status to all licenses in bulk.

Review and complete

Step 1

Lastly, you can review all details in the “Review and complete” section. Here, you may:

  • Review the attributes of the License Template.
  • Edit template details by clicking on the pencil icon.
  • View the licenses and services configuration and:
    • View which licenses and service plans are set as disabled.
    • View which licenses and service plans are set as manageable.
    • View which licenses and service plans are set as mandatory.
  • Edit licenses and configuration details by clicking on the pencil icon.

Step 2

Select “Submit” at the bottom right of the page to officialize changes.