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How can I reallocate licenses when someone leaves or joins the company?
How can I reallocate licenses when someone leaves or joins the company?
Nicole Capobianco avatar
Written by Nicole Capobianco
Updated over a week ago

To switch user licenses, simply archive previous users, and then invite new users.

To free up a license when someone leaves the company, archive the user:

  1. Click on Configure

  2. Select Users

  3. Search for the user you wish to remove

  4. Click on the menu on the right

  5. Select Archive User

  6. Click Confirm

To free up a license temporarily (as in the case of maternity leave, for example), you can archive the user, then restore them later when needed:

  1. Click on Configure

  2. Go to the Users tab

  3. Select for the user(s) you wish to restore

  4. Click on the menu on the right

  5. Select Restore User


Then, add the new joiner by inviting them to the platform:

  1. Click on Configure

  2. Navigate to the Users tab

  3. Click on Add user

  4. Add email (mandatory) and personal details (optional)

  5. Did you already create the team? Select the team this user belongs to. Alternatively, type the name of the team here to create it.

  6. Select a role
    Team leads should have Admin or Superadmin rights. Team members should have standard rights.

  7. If you don't want the user to access Perdoo immediately, set Send invite to 'No'.
    You can send the invite at a later point.*

  8. Accept the Terms of Service

  9. Hit Submit

  10. To set the user as the Team lead, go to the Team tab in Configure, and edit the team they should lead.

* NOTE: You can also invite users when creating teams or goals. Simply enter their email into the relevant field eg. goal "lead" or team "member."

It's important to note that Active, Reserved, and Invited users all count towards user licenses.


Have a question?

Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.

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