How do I setup a site license for a group?

This article explains how to setup a site license group in the admin. Check with your Project Manager to ensure your site has site license functionality. Site licenses are a great way to offer a group a subscription. Typically, site licenses are negotiated directly with a prospective group. Site license groups have an expiration date and subscriptions which are applicable to all the members in the group. Once you are ready to setup the site license group, then execute the following steps.

Open the User Manager and click on the + to create a new user

In the Type of user field, select Site License Group

Put in the group name in the Company field, add the name of the main contact person, and add an email address.

Note: since ePublishing’s system does not allow duplicate email addresses, we advise entering the email as "[email protected]." For example, company ABC would have [email protected].

Click Save Changes

5. Click on the Subscriptions tab.

6. Select either a Product subscription or create a subscription

Your site may have subscriptions set up as products. In this case, you simply need to click on the Add button related to the subscription and then add the begin and end dates.

Alternately, you can click the in the top section and enter all the subscription details as shown below:

7. Make sure you chose your license type.

8. On the General tab, scroll to the bottom of the page and select Add a Custom Field Group, click in the box and select Site License.

Create a code and put it in the Site License Code field. Be sure to make it difficult to guess. For example, for company ABC you could create the code ABC224hhjs. Click Save. Your group is now set up.

9. Optional step: If individuals in the group are going to use the form on your website to sign up, then you can add a description and image. This is often the group's logo. This personalizes the group's sign up page.

10. Optional step: you can add a limit to the number of users who can join the group with the field Site License Maximum User Count.

11. Click Save.