1. Partner Dashboard
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  1. Partner Dashboard

License Management

License Management helps you create and manage customer access for your partner portal.
From here, you can:
Add a new license
Edit license details
Update license limits
Update password
Delete license

How to Open License Management#

1.
Log in to the partner portal
2.
Go to Partner Dashboard
Here you can view all licenses and manage them from the Action menu.

Add License#

To create a new customer license:
1.
Go to Partner Dashboard
2.
Click on Add Licence
3.
Fill in the required details:
First Name
Last Name
Email Address
Password
Company / Organization Name
4.
Click on Create Licence
Once created, the new license will appear in the license list.

Edit License#

You can update license details anytime.
1.
In the license list, click on the Action menu
2.
Click on Edit Licence
3.
Update the required details:
First Name
Last Name
Company / Organization Name
Status
4.
Click on Save

Status Option#

Active
The customer can access the portal
Inactive
The customer will not be able to access the portal

Update Limit#

You can control the usage limits assigned to a license.
1.
In the license list, click on the Action menu
2.
Click on Update Limit
3.
Update the required values:
Maximum Agents
Maximum Training Resources
4.
Click on Save
This helps you control how many agents and training resources that license can use.

Update Password#

You can reset the customer password from the license section.
1.
In the license list, click on the Action menu
2.
Click on Update Password
3.
Enter the New Password
4.
Enter Confirm Password
5.
Click on Update Password
The customer can then use the new password to log in.

Delete License#

You can delete a license if it is no longer needed.
1.
In the license list, click on the Action menu
2.
Click on Delete Licence
3.
Type Delete to confirm
4.
Click on Delete

Important Note#

If the license already has data such as:
Agents
Webpages
Other associated project data
you will not be able to delete that license directly.
To delete the license, you must first clear the data associated with that license.
Also, once deleted, the action cannot be undone.

Done#

You can now manage customer licenses from the Partner Dashboard.
Modified at 2026-04-10 12:19:10
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