How do I buy licenses and assign them in my business account?

How do I add licenses to my business account?

You can add licenses and assign them to the users in your company directly from the online portal. Here is the complete procedure.

Step 1: Log in to the online portal

Log in to your account through the Secure Exchanges online portal.

Note: for detailed instructions, see the article How do I log in to the online portal?

Step 2: Open license management

In the left menu, click "Licenses and purchases".

Step 3: Choose your licenses

Three packages are available:

PackageMain features
EcoProtects the message body only. Attachments are not protected.
AdvancedProtects the message body and attachments up to 100 MB per send. Includes digital signature with 1 signer per document and secure retrieval of confidential documents.
ProProtects the message body and attachments up to 2.5 GB per send. Includes digital signature with multiple signers and secure retrieval of confidential documents.
Note: to compare all the features, see the article What types of packages does Secure Exchanges offer?
  1. Choose the package that suits your needs.
  2. Enter the number of licenses you want to purchase.
  3. Click "Add". The added licenses appear lower on the screen.

Step 4: Complete your purchase

  1. Click "Validate my purchases". A window opens.
  2. Accept that the licenses will be added to your account.
  3. Click "Proceed to purchase" to complete your payment.

Step 5: Assign the licenses to your users

A purchased license must be assigned to a user before it can be used.

  1. In the left menu, click "User management".
  2. Find the user who should receive a license. At the end of the user's row, click the license icon.
  3. Select the package you purchased, then click "Save".
Note: if the user does not exist yet, create them first. See the article How do I add a new user to my Secure Exchanges account?

Need help?

Our team is here to help. Write to us at support@secure-exchanges.com.