How do I add licenses to my business account?

How do I add additional licenses to my account?

You can add and manage your licenses directly from your online account. This article guides you step-by-step through purchasing licenses and assigning them to users in your organization.

1. Log in to the online portal

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

Notes
If necessary, consult the following procedure: How to log in to your account on the Secure Exchanges online portal?

2. Access license management

Once connected:

  1. Click on " Options"

  2. Select "Management of license and purchases"

You will access the license management page.

3. Add licenses to your account

The available packages are displayed on the screen.

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

Steps

  1. Select the desired package

  2. Indicate the number of licenses to purchase

  3. Click on " Add"


Notes
The added licenses will appear in your cart at the bottom of the page.

4. Confirm and finalize the purchase

  1. Click on " Proceed with the purchase"

  2. A confirmation window appears

  3. Confirm the addition of licenses to your account

  4. Click "Pay" to finalize the payment

5. Assign a license to a user

After the purchase, you must assign the licenses to the users in your company.

Steps

  1. Go to the " Management of users" section


  2. Identify the user in question

  3. At the end of the line, click on the " license management" icon.

  4. Select the purchased package


  5. Click on " Save"

Notes Notes

  • Once the license is assigned, the user receives a confirmation email.

  • The user will need to install Secure Exchanges and activate their license if they haven't already done so. You can refer them to our knowledge base: Secure Exchanges | Knowledge Base





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