Modify, withdraw, or transfer a user's license
As an administrator, you can:
to change a user's license type,
withdraw a license,
or 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: How to log in to your account on the Secure Exchanges online portal?
Step 2: Open user management
Once logged in, go to the Options > User Management menu.
Find the relevant user and click on " Manage license" .
Step 3: Choose the desired action
A) Modify a license
1. Click on Edit license .
2. From the drop-down list, choose the new package to assign.
- Select the desired license type.
- If the list is empty, it means that no licenses are available. You will then need to purchase an additional license to replenish the account.
3. Click Save.
Result: the license changes, and all user logs are retained.
B) Withdrawing a license
Action : Click on " Remove license" , then confirm.
- Result : the license is released and can be reassigned.
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 (and not just remove it from a user), you must follow the procedure described in this article: How do I permanently delete licenses from my account without cancelling my subscription?
C) Transferring a license
1. Click on "Transfer license".
2. The list only displays users already created in your account who do not have a license.
- If the person to whom you want to transfer the license does not appear, you must first create their user profile in the account . Once created, it will appear in the list and you can assign the license to them.
3. Click on "Transfer" next to the chosen user.
Result: The license is assigned to the new user.
All logs of the previous user are permanently deleted.
If you are only transferring because of a change of email address for the same person, contact our support: we can make the change without loss of logs.
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