Last Updated: November 16 2022
You and your employees access simPRO and Connect using licences. After you have purchased the required number of licences, you can assign them to each employee depending on the product/s they are using.
In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
In employee and contractor card files, there are four check boxes:
Along with a username, password, and security group, this licence allows an employee to log in to simPRO. Learn more in Assign a security group.
User licences are concurrent. For example, you can have five licences shared among ten employees, but only five of those employees can be logged in at the same time. Once an employee logs out and their licence is free, another employee can log in. Learn more in Adjust licence release settings.
Along with a username and password, this licence allows an employee to log in to the simPRO Mobile or Connect app on their mobile device. All simPRO Mobile and Connect users have the same level of access. Learn more in simPRO Mobile and How to Set Up Connect.
Mobility licences are not concurrent, meaning each employee using simPRO Mobile or Connect requires their own licence.
simPOS is a point-of-sale version of simPRO that you can access with a User licence.
If an employee is only going to use simPOS and not simPRO, you can assign them a licence just for simPOS. Learn more in How to Use simPOS.
Call Centre is a simPRO add-on you can purchase and access with a User licence.
If an employee is only going to use Call Centre and not simPRO, you can assign them a licence just for Call Centre. Contact simPRO Support to learn more.
|Takeoffs||simPRO Takeoffs is a simPRO’s takeoff estimating solution. This add-on can be purchased and accessed within simPRO using a dedicated licence. simPRO Takeoffs licences are not concurrent, meaning each employee using the add-on must have their own licence. Learn more in Adjust employee settings.|
You can request to add or remove licences as necessary. To adjust licences, you need to have the correct security group permissions. Learn more in How to Set Up Security Groups.
To request a licence change:
- Go to System > Licences.
- Under Users, enter the number of licences you require, or use the and icons to increase or decrease the quantity.
- Under Mobile, enter the number of licences you require.
- Click Request Licence Change.
simPRO takes some time for processing licence changes.
When all available user licences are in use, another employee is not able to log in to simPRO until a licence is made available.
To log out another employee and free up the licence, learn more in How to Use the User Log.
Alternatively, set up licence release settings to automatically log out an employee after they have been inactive for a specified period of time. This allows other employees to log in to simPRO.
Learn more in General in System Defaults.
User, mobility and takeoffs licences are assigned to individual employees in their employee card files.
Learn more in Adjust employee settings.
A check box appears grey if there are no more available licences of that type. You can either remove a licence from another employee, or request more licences.