How do I modify, withdraw, or transfer a user's license?

How do I modify, withdraw, or transfer a user's license?

As an administrator, you can:

  • change a user's license type
  • withdraw a license
  • transfer a license to another user

Here's how to do it, step by step.

Step 1: Log in

Log in to the Secure Exchanges online portal. Don't know how to log in? Follow these steps: Log in to the Secure Exchanges online portal

Step 2: Open user management

  1. In the left menu, under the "Licenses and Users" section, click "User Management."
  2. Find the relevant user and click "Manage license."

Step 3: Choose the desired action

A) Modify a license

  1. Click "Edit license."
  2. From the drop-down list, choose the new plan to assign. If the list is empty, no licenses are available: you will need to purchase an additional license. See How do I add licenses to my business account?.
  3. Click "Save."

Result: the license changes, and all user logs are retained.

B) Withdraw a license

Click "Remove license," then confirm.

Result: the license is released and can be reassigned.

Note: if you withdraw a license, that user's logs will be permanently deleted and the license will be unassigned from the user, but will remain available to be reassigned in your company account. If you wish to permanently delete a license instead of simply withdrawing it, follow the procedure described in How can I permanently remove licenses from my account without cancelling my subscription?.

C) Transfer a license

  1. Click "Transfer license."
  2. The list only displays users already created in your account who do not have a license. If the person you want to transfer the license to does not appear, you must first How do I add new users to a business account?. Once created, they will appear in the list and you can assign the license to them.
  3. Click "Transfer" next to the chosen user.

Result: the license is assigned to the new user. All logs of the previous user are permanently deleted.

Warning: if you are transferring the license only because of a change of email address for the same person, contact our support at support@secure-exchanges.com; we can make the change without loss of logs.

Need help?

Our team is available to assist you. Write to us at support@secure-exchanges.com

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