In this article, we will cover the steps required to enable the Auto Add/Remove License Feature in Propertybase.
This feature will help automatically assign a Propertybase license during User creation or reactivation. This will also help to automatically unassign a Propertybase license when you deactivate a User.
It will ensure that Propertybase licenses are assigned only to Active Users in the Org.
This can be activated by adding a new entry in the Settings Object.
To add a new Setting, perform the following:
- Click the App Launcher in the top left of the page (Dial pad icon) and select Settings.
- Click New.
- Enter the Setting Name, Key and Values in the modal window.
- Name and Key enter "userlicense_sync"
- In the Value field, enter "true"
- Click Save.
The next time you create a new User (or reactivate/deactivate an existing one), be sure to mark the checkbox field called "Is PropertyBase User" as true before clicking Save. This will trigger the automation to assign/unassign the License from the User record.
If the field is not visible in the User record, try to make sure it is added to the User Page Layout. You can open the article linked below to get instructions on how to edit an Object's Page Layout: