Navigate to the "Licenses" tab on the "Settings" page. The Licenses tab allows the Work-Relay Admin to enter license keys and manage Work-Relay users.

• Click the "Enter License Key" button (1) to open the entry form (2):

• Enter or paste the license key provided and click "Apply":

Your license information will now be visible.

Licenses can be generated with different restrictions and permissions. The following licenses are visible in the screenshot below (3):

• Work-Relay Admin - Assigned to users that need permissions to manage the Work-Relay application as a whole, as well as use, create, and manage processes, forms, and actions.
• Work-Relay User - Assigned to users that need permissions to work with processes and forms, but not to create and manage them.
• Work-Relay Platform User - Assigned to users that need similar permissions as the Work-Relay User license above, but have a Salesforce Platform user license, rather than a full Salesforce license.
• Work-Relay Day Pass - Assigned to users that need similar permissions as the Work-Relay User license above, but customers are billed only for the days in which an assigned user performed allowed activities. See the end of this article for further information about this licensing model.

The license key determines the Total License Amount for each license (4). Licenses have expiration dates, according to a customer's contract (5) - don't forget to renew your license!

Licenses may be deleted via the "Delete" link (6). When clicked, this link will show a confirmation popup (7) to prevent accidental deletion. This feature deletes the licenses for all users assigned to the license.

To add users, click the "Manage Users" button (8) for the desired license.

You will be taken to the license management page (9):

This page has the following elements:

• "User Search" field (10) that enables searching for currently licensed users by name (11)
• "Add Users" button (12) that switches page to Add Users mode
• "Remove Multiple Users" button (13) that switches page to Remove Users mode
• "Filters" button (14) that toggles the filters sidebar

Each licensed user row has a submenu which can be used to revoke the user license (15). This action must be confirmed in the popup (16):

To add users to the license click "Add Users" button (12). The page will be switched to Add Users mode (17):

Locate the desired users and click the checkboxes next to their names. Selected users will be added to the "Selected for Adding" list (18) that will appear at the bottom of page. Click the "Add" button (19) and confirm this action in the popup that will appear (20):

Prior to clicking the "Add" button and confirming, unchecking the box next to a user in the Selected for Adding list will remove that user from the list.

The Is Active checkbox indicates whether or not the licensed user's underlying Salesforce user record is active (21).

To remove user licenses, either:

• Click the "Revoke License" action in the licensed user row's submenu (15), as described above.
• Click the "Remove Multiple Users" button (13) from the main license page described above to switch the page to Remove Users mode (22).

Click the checkbox for the desired user(s) whose licenses should be removed. Selected users will be added to the Selected for Removal list (23) that will appear at the bottom of page. Click the "Remove" button (24) and confirm this action in the popup that will appear (25):

Prior to clicking the Remove button and confirming, unchecking the box next to a user in the Selected for Removal list will remove that user from the list.

If it is not suitable to assign users manually (e.g., if there are lot of licenses and users), licenses can be assigned to a user automatically when the user starts working with the Work-Relay application. To set this feature:

• Click the "Settings" button in the proper license tile (32):

• Check the "Enable Auto Assignment" checkbox (33):

• The auto assignment configuration form will appear (34, 35).

Automatic assignment should be set up to limit users allowed to be assigned automatically:

• Select type of assignee - User, Profile or Role (34)
• Select and move the selected elements to the "Allowed for" section (35)
• Click the "Apply" button

The next time a user that matches these conditions log in, the Work-Relay license will be assigned.