In this article, we will review how to assign licenses to PPM Express users.
Users in PPM Express need to have a license assigned to be able to log in to PPM Express and act according to their permissions set while assigning the required license type.
Users who are added to PPM Express may have two types of licenses:
- User type - users with this license type may have a full set of PPM Express permissions. By default users with a User license type have manage resources permissions and permissions to view all Projects and Portfolios, Programs and edit Projects, Programs and Portfolios they own. PPM Express administrator defines permission level for each user with a User license type on the People Management page.
- Team Member type - users with the Team Member license type have read permissions and view all PPM Express Portfolios, Programs, and Projects by default. Using 'Collaborate on' permission PPM Express administrator can grant Team Members permission to edit PPM Express tasks. On the People Management page, the PPM Express administrator may define what Portfolios, Programs, and/or Projects exactly these users have permission to review and/or edit tasks for.
Licenses are assigned to users via the People Management page.
Only users with Administrate app permissions can assign licenses to users via the People Management page. To assign users different license types, you must obtain a license for the number of user seats you would like to add to PPM Express.
Before assigning licenses to the users, please make sure that there are enough user seats available in your PPM Express tenant. To do this, open the People Management page. This information is available in the upper right corner. The first number corresponds to the number of licenses that are already assigned to the users and the second number is the total number of licenses of each type within your PPM Express tenant.
If your organization lacks sufficient user licenses, please purchase additional seats on the Billing page. This action is available only to users with Manage Billing permissions. By default, the first user who registered the PPM Express tenant and has Administrate app permissions will have these billing permissions. This user can also grant Manage Billing permissions to others with a User license, as needed.
To assign the required license type to the user, perform the following:
1. Open the PPM Express People Management page and make sure that there are enough licenses of the required type within your tenant.
2. Open the user page for editing.
3. Select the required license type from the License drop-down.
4. Set the permissions for this user and click Save.
The selected license type will be applied to the user, and permissions will be applied accordingly.
To find out how to invite more users to PPM Express and assign the required licenses to these users at once, please refer to this article.
If a user does not need to have access to PPM Express anymore and does not need a license to be assigned, it is possible to set the 'Not applied' value in the license field.
In this case, the license type that was assigned to this user will become available and can be assigned to another user, if needed.
Also, when the user is deactivated, the status will be set to Inactive and the license will be changed to 'Not applied' at once for such a user. The license becomes available for further assignments.
All users in PPM Express are linked to resources; if not manually, they are linked automatically. For more details, please refer to the article: How Resources are linked with Users in PPM Express.