Document name iPECS Cloud – User license change / upgrade Author  Josh Aldridge Publish Date 04/05/2021 Version  1.0    

 

 

1. Version Information 

 

 

Date Author Update Information  Version 04/05/2021 Josh Aldridge 1st draft 1.0

 

 

2. Document Purpose & History

 

This document is intended to provide the reader with the necessary steps on how to change or upgrade a user’s license

 

 

iPECS Cloud – User license change / upgrade

 

 

In Cloud V4 you are able to upgrade the user license type. The license being added to the user must include all features that the current user license has – a downgrade is not possible. For example, a Monthly user license cannot be changed to a Lite User License.

 

To upgrade the license type in the reseller portal go to Modify Existing Customer and select the customer then choose the Package upgrade button

 

  

 

The Package Upgrade window will now be shown.

 

In the Current User Package dropdown select the license you want to upgrade.

 

In the New User Package dropdown select the license type you want to upgrade to then enter the amount of license you wanted to upgrade and then click submit order.

 

This will then come to Pragma for approval then you will need to final confirm like a normal order.

 

 

 

Now, in the customer manager portal within User Setup click change next to the package type on the user.

 

 

 

Now you can change the package type on the user. Select the relevant option then the new license type from the dropdown and save.

 

 

 

 

 

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