Allocate an individual user from the User Record form

To simplify the process of setting up user capabilities, you can allocate or deallocate an individual user to a subscription while viewing the user data on the User form. Users that you allocate directly are subscribed immediately.

Before you begin

Role required: usage_admin or admin

About this task

Note: A user set, not individual allocation, is the preferred automated method for managing the pool of users who should be subscribed to an application. Once you configure and allocate a user set, you do not need to manage individual users.

Procedure

  1. Navigate to User Administration > Users and then click the Name of the user. The User form opens.
  2. On the Manage Subscriptions related list, click Edit.
  3. The Edit Members slushbucket lists the subscriptions that you can allocate the user to. To allocate the user, move a subscription from the Collection list into the Manage Subscriptions list and then click Save.
    The user is allocated to the subscription and the Allocated value is updated. If allocating a user would exceed the subscription limit, the user is not allocated. Instead, the user is set to Pending status and is listed in the Pending Users related list on the Subscription form. See Manage users with 'Pending' status.

    To deallocate the user, move a subscription from the Manage Subscriptions list into the Collection list.

  4. Click Update on the User form.
    The Subscriptions related list is updated to list all subscriptions that the user is allocated to and the applications that the user is subscribed to.