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Subscription License Management FAQ

Written by Marius Ekerholt

Overview
Use the Subscription Management page to understand your current license usage, see who your Account Owners are, and add more licenses when needed.


What can you do on the Subscription Management page?

On this page:

  • Admins can view an overview of the company’s subscription, including:

    • Total users

    • Regular licenses left

    • Supporter licenses left

    • Company list and license allocation

  • Account Owners can also add new licenses and open Billing Details.


What is the Account Owner role?

The Account Owner is a required admin role in SalesScreen.
Only Account Owners can access and manage data in the subscription management platform on behalf of the organization.


Who can order new licenses?

Only Account Owners can order new licenses for your SalesScreen subscription.


What happens if there are no more licenses and a user is added?

If there are no available licenses:

  • The new user is created as a pending user.

  • The admin who tries to add the user sees a message that there are not enough licenses and that the organization must add more.

  • When additional licenses are added, the pending user can be activated.

(See the Pending users article for more details on how pending users work.)


How do I fetch my paid invoices?

Account Owners can download invoices by opening Billing Details from the Subscription Management page.


How can I find who can add more licenses to my account?

Admins can see who the Account Owners are:

  • On the Users page by clicking the Subscription Management button

  • On the Subscription page under Settings (if they have access to it)

These Account Owners are the people who can add more licenses and access billing information.


Phrases that should have links

These phrases are good candidates for links:

  • Subscription Management page

  • Account Owner

  • Billing Details

  • User page

  • Subscription page under settings

  • Pending users (article about users awaiting an available license)

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