On a paid plan, everyone except the Primary User needs a Licence to sign in to oboloo. Assign a Licence from your subscription to give someone access, and revoke it when they no longer need it.

Before you start

Only users with access to Settings > Users can assign and revoke Licences. To check your access, see Viewing Your Access Rights. This article applies to paid plans only. During a free trial, Licences aren't needed. On the Free plan, you activate and deactivate users instead.

Assign a Licence

Open the user's record

Go to Settings > Users and click the user.

Open the Licence & Plans tab

The tab shows the user's Current Licence, Licence Number and the date in Licence Renews On.

Click Assign Licence

In Assign User A Licence, check the number under Current licences available, then click Confirm.

If you have no Licences left, you'll see You Have No Spare Licences instead. Click Manage Licenses to buy more. See Increasing or Decreasing Licence Quantities.

Revoke a Licence

Reassign the user's records

Open the user's Assigned Records tab and give their records to someone else. Revoking a Licence doesn't change who owns or manages a record. See Viewing a User's Assigned Records.

Open the Licence & Plans tab

On the same user record, click Licence & Plans.

Click Revoke Licence

In Revoke User A Licence, click Revoke Licence to confirm.

What happens next

  • When you assign a Licence: the user becomes Active and is emailed a link to set their password and sign in. You have one fewer Licence available.

  • When you revoke a Licence: the user becomes Inactive, can no longer sign in and is emailed to say their Licence has been revoked. The Licence goes back into your pool and can be given to someone else.

  • The Primary User: never needs a Licence, so the Assign Licence and Revoke Licence buttons don't appear on their record.

📌 Important: If you reduce the number of Licences on your subscription, spare Licences are removed first. If there aren't enough spare ones, Licences are taken from users at the end of the billing period, starting with the oldest assigned, and those users lose access.

Troubleshooting

A user sees "No Licence Assigned To This Email" when they log in

The user doesn't have a Licence. Open their record, go to Licence & Plans and click Assign Licence.

I can't see the Assign Licence or Revoke Licence button

The buttons don't appear for the Primary User, during a free trial or on the Free plan. If the user already has a Licence, you'll see Revoke Licence instead of Assign Licence.

I see "You Have No Spare Licences"

All your Licences are in use. Revoke one from someone who no longer needs it, or click Manage Licenses to add more to your subscription.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.