Use license manager to add, edit, and deactivate users in your AutogenAI instance, and to track how many licenses you're using.
Before you start
- You need license manager permissions to see the license manager view.
- If you don't see it, ask an existing license manager in your organization to update your role.
Open license manager
- Go to your profile by clicking the profile icon on the bottom left-hand corner.
- Select the License Manager option.
The license manager view opens with a list of everyone in your instance who holds a license.
View your users
The main view gives you an overview of every licensed user in your instance, including:
- License type
- Roles
- Department
Select a user to open and edit their details.
Edit a user
Open a user from the list, then you can:
- Change their roles
- Update their job title
- Update their department
- Deactivate them
- Resend an invite if they need to log back in
Create a user
- In license manager, select Create user.
- Complete the user's details (see the table below).
- Select Create.
| Field | What to enter |
|---|---|
| The user's email address | |
| First name | The user's first name |
| Last name | The user's last name |
| Job title | Select from the list |
| License type | Full license or Reviewer |
| Roles | Document manager, License manager, Editor, or Reviewer |
| Department | Select a department (optional) |
| Region | Select a region |
Export users
Select Export to download all of your users as a CSV file.
Track licenses with insights
Open the Insights tab on the right-hand side for an overview of your licenses. It shows:
- Whether you've exceeded your license number
- How many reviewers you have
- How many users hold each role (for example, 13 document managers)
- A breakdown of users by job title