How to Modify, Remove, or Transfer a User’s Licence?

Modify, remove, or transfer a user's license

As an administrator, you can:

  • change a user's licence type,

  • remove a licence,

  • or transfer a licence to another user.

Here is how to proceed, step by step.

Step 1: Sign in

Log in to the Secure Exchanges online portal.

Notes
If you don’t know how to sign in, follow this guide: How to sign in to the Secure Exchanges online portal?

Step 2: Open the User Management Page

Once logged in, go to Options > Management of users.

Locate the relevant user and click Manage Licence.


Step 3: Choose the Action You Want to Perform

A) Modify a License

  1. Click Modify License.

  2. From the dropdown menu, select the new plan you want to assign.

If the list is empty, it means no licences are currently available. You will need to purchase additional licences before proceeding.

  1. Click Save.

Result:
The licence is updated, and all of the user’s logs are preserved.

B) Remove a Licence

Action: Click Remove Licence, then confirm.

Result: The licence is freed and becomes available for reassignment.

Warning
  1. Removing a licence permanently deletes all logs associated with that user. The licence is unassigned from the user but remains available in your enterprise account.
  1. If you want to permanently delete a licence (not just remove it from a user), follow the procedure in this article: How to permanently delete licences from my account without canceling my subscription?

C) Transfer a Licence

  1. Click Transfer Licence.

  2. The list will display only the users who already exist in your account and who do not currently have a licence.

If the person you wish to assign the licence to does not appear, you must first create their user profile in your account. Once created, they will appear in the list and you will be able to assign the licence.

  1. Click Transfer beside the desired user.

Result: The licence is assigned to the new user.

Alert
All logs associated with the former user are permanently deleted.

Idea
If you are transferring the licence only because the same person changed their email address, contact our support team — we can update the address without losing the logs.

    • Related Articles

    • Edit a user’s information

      The Secure Exchanges portal allows account administrators to edit the information and security settings of an existing user. Step 1 – Log in to the online portal Log in to your account via the Secure Exchanges online portal. Need help? How to log in ...

    • Remove a license from your Secure Exchanges account

      To follow this procedure, you must first log in to the Secure Exchanges online portal. How to log in to your Secure Exchanges online portal account Step 1 – Unassign the License from a User (if applicable) Before a license can be removed from your ...

    • View a user’s logs

      The event log allows administrators to track actions performed by users in Secure Exchanges. Step 1 – Access user management Log in to your account via the Secure Exchanges online portal. Click Options → User Management. You will see the complete ...

    • Assign a license to a user

      1. Provision your account Before assigning a licence, make sure your account has the necessary licences available. You must first purchase and add licences to your account. Log in to your Secure Exchanges online portal. Purchase a new licence through ...

    • Downgrade to a lower-tier license

      You can change your Secure Exchanges license type at any time. However, the procedure varies depending on the direction of the change: To a higher-tier plan (Eco → Advanced → Pro): this is an upgrade To a lower-tier plan (Pro → Advanced → Eco): this ...