Who is this article for?

  Users managing Staff and Contacts users.

A user may be granted a licence via the User Type dropdown in the Staff or Contacts screens, e.g.

This article explains the differences between the three licence types.

1. Standard

• Standard users are able to access any module in the system.
• They are able to use the desktop application and the WebUI.

A Standard licence is consumed if the Staff or Contact has an Active Identity.  This means that:

• A user with no Identity does not consume a licence
• If a user is Active but their Identity is not Active, then they do not consume a licence

As an example:  If you have 10 Standard licences, you can allocate licences to 10 people who each have an Active Identity.

2. Occasional

Occasional users are similar to Standard users, but are part of a shared pool of licences, and that controls the maximum number of people who can log in at any one time.  It's concurrent user licencing.

As an example:  If you have 10 Occasional licences, you can allocate licences to 100 people, but only 10 of them can log in at the same time.

3. Web

• Web user numbers are not limited. You can create as many Web users as you want.
• Web users cannot access the desktop application
• Web users are limited to accessing the following WebUI modules: 
  Action Tracking
  Document Requests
  SOX Certifications
  Incident Reporting
  Questionnaires
  
  

4. How do we count users with more than one Active Identity?

A Standard licence is consumed for a user who has an Active Identity.

It is possible to give a user more than one Identity, for example if they log in to the desktop application with Windows authentication and to the WebUI via FBA:

In this case, the user consumes 1 Standard licence, not 2.