This task is normally performed by a trained Salesforce administrator. To learn how to navigate Salesforce CRM, visit the Trailhead learning resource in the Help section of your Salesforce account.

 

Allocate Licenses

An Accounting Seed user must first be set up as a Salesforce user.

  1. Log into Salesforce and navigate to Setup.
    • Salesforce Classic: Click Setup on the menu bar at the top of the page.
    • Lightning Experience: Click the Gear icon on the menu bar at the top of the page and click Setup.

  2. Navigate to Installed Packages.
    • Salesforce Classic: Select Build on the left navigation menu and click Installed Packages.
    • Lightning Experience: Select the App Setup section on the left navigation menu and click Installed Packages.

  3. Click Manage Licenses beside the Accounting Seed Financial Suite package.

  4. When the Installed Packages page opens, click Add Users.

  5. Choose users from the Available Users list by checking the box beside their names.

  6. Click Add.

  7. If you purchased the Orders & Inventory module, repeat these steps to allocate licenses for that package.

 

Deallocate Licenses

  1. Navigate to Installed Packages.

  2. Click Manage Licenses beside Financial Suite and Orders & Inventory.

  3. Click Remove beside a user’s name.
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