Skip to content
Last updated

User Assignment

Create a Group

  • Open Groups and click Add Group.
  • Enter a name (e.g., IBL V1).
  • Search for users, select the ones you need, and click Add.
  • New tenants may list only a few users at first; the list grows as accounts are added.
  • Bulk-select and advanced search (e.g., by company) are planned for future releases.
  • The group now appears in the list; expand its dropdown to view current members.

Create a User-License Pool

  • Go to Data Manager → User Licenses.

  • Click Add User License.

  • Fill out:

    • Name: IBL Licensing Demo (or similar)
    • Count: 20 seats (or any number you need)
    • Start Date / Expire Date (optional access window)
    • Select the Platform that the tenant admin belongs to
  • Click Save.

  • The license pool is now available to that tenant admin inside Analytics → Licenses.


Assign the License Pool to a Group

  • Log in as the Tenant Admin and open Analytics → Licenses.
  • Choose the license pool you just created (Licensing Demo).
  • Select Group assignment.
  • Pick the group you created earlier (IBL V1) and click Assign.
  • All members of IBL V1 now hold active seats.

Verify the Assignment

  • In Analytics → Licenses, switch to the Groups tab to confirm the pool is linked to IBL V1.
  • The Individuals tab remains empty because you assigned seats at the group level.

Quick Recap

  • Groups let you bundle users for simpler license management.
  • User License Pools define seat counts and (optionally) start/expire dates.
  • Tenant admins assign pools to Groups or Individuals from Analytics → Licenses.
  • You can always add users to a group later; their licenses activate automatically.