Licensing: Assign Representatives to License Pools
Users & Security
Licensing
Full Support License Pools
Configure license pools to reflect the structure of your support organization and ensure that each pool has the exact number of licenses to which it is entitled. The table shows the number of reserved licenses and the maximum number of licenses allowed for each pool, along with the number of users who are assigned to this pool. Note that this number does not reflect users assigned via group policy or invited representatives.
Active license packs are included in the count of full support licenses; however, they cannot be assigned to license pools.
Add, Edit, Delete
Create a new pool, modify an existing pool, or remove an existing pool.
Add or Edit Full Support License Pool
Name
Create a unique name to help identify this pool. This name should help administrators assign users or groups to a license pool.
Description
Add a brief description to summarize the purpose of this pool.
Reserved Licenses
The number of licenses which should be reserved for this pool. If all other licenses are in use and a representative who is not part of this pool tries to log in to the representative console, then they will be denied login. The note beneath shows how many unreserved licenses are still available and can be assigned.
Maximum Licenses
The maximum number of licenses which can be consumed by users of this pool. If the maximum number of licenses are already in use by users of this pool, then if another representative who is part of this pool attempts to log in to the representative console, they will be denied login. If you do not wish to set a maximum, check Unlimited.
Chat Support License Pools
Configure chat support license pools to reflect the structure of your support organization and ensure that each pool has the exact number of licenses to which it is entitled. The table shows the number of reserved licenses and the maximum number of licenses allowed for each pool, along with the number of users who are assigned to this pool. Note that this number does not reflect users assigned via group policy or invited representatives.
Add, Edit, Delete
Create a new pool, modify an existing pool, or remove an existing pool.
Add or Edit Chat Support License Pool
Name
Create a unique name to help identify this pool. This name should help administrators assign users or groups to a license pool.
Description
Add a brief description to summarize the purpose of this pool.
Reserved Licenses
The number of licenses which should be reserved for this pool. If all other licenses are in use and a representative who is not part of this pool tries to log in to the representative console, then they will be denied login. The note beneath shows how many unreserved licenses are still available and can be assigned.
Maximum Licenses
The maximum number of licenses which can be consumed by users of this pool. If the maximum number of licenses are already in use by users of this pool, then if another representative who is part of this pool attempts to log in to the representative console, they will be denied login. If you do not wish to set a maximum, check Unlimited.
Invited Rep License Pool
Same as inviting rep
When a representative sends a rep invite to an external representative, the invited representative should consume a license from the same pool as the representative who sent the request.
Use the following pool for all invited reps
When a representative sends a rep invite to an external representative, the invited representative should consume a license from the specified pool. If this is set to None, then the license used will be drawn from the unreserved licenses.
License Usage Notification
Enable License Threshold Alerts
Receive an email when the number of licenses in use reaches the threshold specified below.
License Threshold Alert Options
Set the license threshold to a total number or a percentage of licenses in use. Set the minimum length of time that must elapse before another email can be sent.
Enable Login Denied Alerts
If checked, an email alert is sent whenever a representative is unable to log in due to insufficient licenses, insufficient reserved slots, or the maximum license limit being reached.
License Alert Contact
Enter one or more email addresses to which emails should be sent. Separate addresses with a space.This feature requires valid SMTP configuration for your B Series Appliance, set up on the /login > Management > Email Configuration page.
