• Click the "Enter License Key" button to open the entry form:

• 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:

• 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. Licenses have expiration dates, according to a customer's contract - don't forget to renew your license!

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

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

You will be taken to the license management page:

This page has the following elements:

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

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

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

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

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.

To remove user licenses, either:

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

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

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.

When viewing, adding or removing users, you can use Filters to quickly find desired users. The Filters sidebar is toggled by the filter button and contains "Close" , "Add Filter" and "Apply" buttons by default:

To add filter criteria click the " + " button. This will display a picklist of fields, as well as confirm and cancel buttons:

Fields available for filter are:

• Assignment Date
• Email
• Group
• Last Login Date
• Permission Set
• Profile
• Role
• Salesforce User License
• Username

Fields are filtered in the same way as described in Task Manager Filters article.

• "Assignment Date" and "Last Login Date" fields are filtered as date fields
• "Email" and "Username" fields are filtered as text fields
• Other fields are filtered as lookup fields

If there are 2 or more fields selected, a "Configure Logic" button will appear at the bottom. Click it to show the "Filter Logic" form and specify your logic, as desired:

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:

• Check the "Enable Auto Assignment" checkbox:

• The auto assignment configuration form will appear.

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

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

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

Unique business situations may arise where the number of working users is greater than the number of available licenses. The Automatic Reassignment feature may be helpful in this scenario. 

To enable this feature:

• Select the "Settings" item in submenu of license type row.
• Ensure "Enable Auto Assignment" is active (see above).
• Check the "Enable Auto Reassignment" checkbox below the selectors.
• Set the "Allow Reassign in day(s)" value if default value is not suitable. If you set an invalid or disallowed value, a warning message will be shown.
• Click the "Apply" button.

Automatic Reassignment functions by:

• Locating the user that last logged in longest ago AND whose License Assignment Date is earlier than the current day by N (or more) days, where N = "Allow Reassign in day(s)" value
• Revoking that user's license
• Assigning the license to the user that now needs it and matches the Auto Assignment conditions specified

Automatic reassignment of licenses will be available no more often than the number of days specified in "Allow Reassign in day(s)" value. This value also has limitations depending on the number of licenses purchased:

The Work-Relay Day Pass license allows users full access to Work-Relay, but the customer will be charged a daily rate for each day that a user interacts with the Work-Relay platform. Customers will be charged this daily rate up to a maximum of 9 days of usage, after which they will continue to have full access to Work-Relay at no additional daily rate charge.

The "Manage Users" page for the Work-Relay Day Pass license displays the following additional details:

• Total Usage Days
• Last Month Usage Days
• This Month Usage Days
• Last Interaction Date

This information is used to count statistics for each user and calculate billing amounts.

"Interactions" is defined as anytime a user performs any of the following activities:

• Create/Edit a Work-Relay Process
• Create/Edit a Work-Relay Form
• Create/Edit a Work-Relay Global Action
• Proceed a Step
• Save a Work-Relay Form
• Execute a Work-Relay Global Action

• click "Enter License Key" button to open form:

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

Your license information will now be visible.

There are three types of licenses can be:

• Unlimited (any number of users and admins allowed)
• Work-Relay Admin (these users have permissions to use, create and manage processes, forms and actions)
• Work-Relay User (these users have permissions to work with processes and forms, but not to create and manage them)

Depending on license key there will be different numbers of licenses. Licenses have expiration dates - don't forget to renew your license, if necessary.

To add users licensed to work with application click submenu button at the necessary license type row, and select "Manage Users" menu item. A popup with list of users having proper license type will appear. Click "Add User(s)" button to display list of available users:

Select user(s) to add and click "Apply" button. Then click "Close" button. Changes will be shown immediately. Dates when licenses were assigned to users will be shown in users list too.

By default users are active and marked with checked checkboxes. Some users can became inactive before their licenses will be expired or rejected. These users will be marked as inactive with unhecked checkboxes.

To remove users there are two ways available:

• deselect proper user in form and apply
• click "X" button in the users list and confirm deletion in the proper popup

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

• Select "Settings" item in submenu of license type row:

• Check "Enable Auto Assignment" checkbox:

• Proper form elements will appear.

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

• Select type of assignee - User, Profile or Role
• Select and move necessary assignees to "Allowed for" section of selector
• Click "Apply" button

Next time when user that matches these conditions log in, he will get a license assigned.