Allocating Licenses to Users

Note: This step is not necessary if you are installing Altify in a sandbox environment.

All Altify users first need to be licensed for the core 'Altify' package, and then, depending on which product they need access to, you need to assign the other license packages as follows to your organization's users:

• 'Altify Opportunity Manager '

• 'Altify Sales Process Manager'

• 'Altify Account Manager'

• 'Altify Relationship Map' - for relationship map only users.

• 'Altify Insights' - for access to relationship maps and insight maps.

  Note: users with an Opportunity Manager or Account Manager license automatically have access to relationship maps and insight maps, and do not require an Altify Relationship Map or Altify Insights license.

• 'Altify Max' - for access to Max insights generated for opportunities.

• 'Altify Call Planner'

• 'Altify Relationship Map for Quip' - allows users to access and edit relationship maps in a Quip document. For more information, see Configuring Relationship Maps for Quip.

To allocate users to a particular Altify package:

1. In Setup, go to Installed Packages.
2. Your org's installed packages are listed. Click Manage Licenses beside the license package you want to allocate to users.
3. The Package Details page opens. Here you can see how many licenses you're allowed for the package, and how many are currently used. Click Add Users to assign licenses to users.



4. On the Add Users page, select all the users to whom you want to assign the license, and then click Add.



5. Repeat these steps for each Altify installed package for which you want to assign licenses to users.

Verifying That Licenses Are Working

To verify that the installation and licensing have worked correctly:

1. Log in as a licensed user.
2. Check that the launchpads you have added to a page layout are displaying correctly.

For example, if you have installed Opportunity Manager, check that the Altify Opportunity Plan Launchpad is displaying correctly. Browse to an opportunity and go to the Altify section. You should see the launchpad.