How to Use Subscriptions

Overview

You and your employees access simPRO and Connect using subscriptions, also known as licences. After you have purchased the required number of subscriptions, 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:

Admin

Company Management

In employee card files, there are four check boxes:

User

Along with a username, password, and security group, this licence allows an employees 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.
Mobility

Along with a username and password, this licence allows an employee to log in to the Connect app on their mobile device. All Connect users have the same level of access. Learn more in How to Set Up Connect.

Connect licences are not concurrent, meaning each employee using Connect requires their own licence.

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.

A screenshot of the Manage your Subscriptions page.

To request a licence change:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Subscriptions.
  2. Under Users, enter the number of licences you require, or use the An add icon with a green circle and a white plus symbol. and A delete icon with a red circle and a white minus symbol. icons to increase or decrease the quantity.
  3. Under Connect, enter the number of licences you require.
  4. Click Update Licences.

Your licences and billing updates immediately.

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, see 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 How to Set Up System Defaults.

Both user and mobile 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.

In System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Subscriptions, you can also select an SMS plan. Learn more in How to Use simPRO SMS.

Need additional help?

Try Walk Me Through, our step-by-step guidance tool, to learn about subscriptions.

In simPRO, go to Help A screenshot of a schedule icon with a grey calendar icon and an arrow. > Walk Me Through and search Subscriptions (ID: 102028).