How do I add licenses to my business account?

Add licenses to my business account

You can add and manage licenses directly from your online account. This guide explains how to purchase licenses and assign them to users in your organization.


1. Sign in to the Online Portal

Before adding or assigning licenses, log in to the Secure Exchanges online portal.

Notes
If needed, refer to the following guide: How to log in to your Secure Exchanges online portal


2. Access License Management

Once logged in:

  1. Click "Options"

  2. Select "Management of licenses and Purchases"

You will be redirected to the license administration page.


3. Add Licenses to Your Account

The available packages are displayed on the screen.

Info
See the attached document for more information about the packages.

Steps

  1. Select the desired plan

  2. Choose the number of licenses

  3. Click "Add"

Notes
The added licenses will appear in the summary section below.


4. Review and Complete the Purchase

  1. Click "Proceed to checkout"

  2. A confirmation pop-up will appear

  3. Confirm the licenses to be added

  4. Click "Pay" to complete payment


5. Assign a License to a User

After purchasing the licenses, you must assign them to users.

Steps

  1. Go to "User Management"

  2. Locate the user

  3. Click the "license management" icon at the end of the user’s row

  4. Select the purchased plan

  5. Click "Save"


NotesNotes
  • Once assigned, users will receive a confirmation email

  • Users must install Secure Exchanges and activate their license if this has not already been done ; 


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