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.
Please note: For the Project Management and Resource Management plans only User license type is available.
Please note: Only users with Administrate app permissions can assign licenses to users via the People Management page.
Please note: To be able to assign users different license types, it is required to obtain a license for a 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. For this purpose open the People Management page. This information is available in the right upper 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 there are not enough licenses for users in your organization, please purchase the required number of user seats first. For this purpose, visit the Billing Settings page. This action is available only for PPM Express users who are granted Manage Billing permissions. By default, only the first user who registered PPM Express tenant and has Administrate app permissions will have Manage Billing permissions. This user may grant Manage Billing permissions to other users with a User type of license, as required.
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 required user for editing.
3. Select the required license type from the License drop-down.
4. Set the required permissions for this user and click Save.
The required license type will be applied to the user and the permissions will be applied accordingly as well.
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.
To find out how to register new users in PPM Express and how the licenses are assigned to the newly registered users, 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.
Please note: Users can also be synchronized from Azure Active Directory. In this case, user licenses are assigned automatically on synchronization, and a default set of user permissions can be applied. For more details please refer to the Azure Active Directory User Synchronization article. The Azure Active Directory Synchronization option is available in the Enterprize subscription plan only.