Make sure you use the correct email address for the User otherwise other areas won't work properly, such as Notifications and Dropbox.
To create a new user click Start > Configura ...
There are three tabs within Licences & Modules:
NOTE: In order for any changes you have applied to take effect, Users will need to logout of Workbooks and login again.
In order to be able to assign records and tasks to users (via the Assigned To field), the person to whom you want to assign the record must have a valid Licence allocated to their User record.
If the number of Licences being used exceeds the Licence entitlement (for either Editions or Extensions), a banner will appear at the top of the Workbooks Desktop screen (for all Users). Clicking on the banner will display the licence usage, with over-allocated licences highlighted.
Any User, whether Enabled or Disabled is counted in the licenced units for an Edition or an Extension, if the User is allocated a licence:
There are a number of solutions available where licences have been over-allocated:
If the User does not need access to the service, simply remove the allocated licence. To do this, go to Start > Configuration > Users & Security > Users and then click on the User you wish to amend. In the Licence section, click on the dropdown picklist next to Allocated Edition and change the setting to 'No Edition (login denied)'. Then, from the Allocated Extensions list, untick all allocated extensions. Any records assigned to the User will remain assigned to them.
The User can be deleted. Any records to the User will be re-assigned to the Unassigned Queue. We recommend caution with this approach as it cannot be undone.
Additional licences can be purchased from Workbooks by contacting the Workbooks Sales Team using the details below.
NOTE: Before disabling or deleting a User record, please ensure that the User does not own any processes, scripts, web keys or Own Organisations. Deleting or disabling Users on your database can affect how Workbooks operates for your organisation. If you are unsure, please contact the Support Team before making any changes.
To upgrade your current licence(s), contact the Sales Team by phone on +44 (0)118 3030 100, email them at email@example.com or chat to them live by clicking on the Live Chat button from the Workbooks pricing page.