Overview

Your instance auto-allocates and reports on monthly usage for all subscription types. See Automatic allocation. However, you can still manage your users manually by adding or removing them from a subscription.

Methods for managing users

• Define user sets and then add user sets to the subscription. See Subscription user sets.
• Allocate individual users to the subscription. See Allocate an individual user from the Subscription form and Allocate an individual user from the User Record form.
• Remove a user from a subscription that was added directly. See Unsubscribe a user.
• Exclude a user from being added directly. See Exclude a user from a subscription.

Guidelines for managing users

While users are auto-allocated based on their roles, you can still manage aspects of user allocation.

• You can allocate users to a right-to-use subscription individually or by using user sets. Users added this way appear as Added Directly in the Subscribed Users list.
• You can remove users from a subscription, but only if they were added directly.
• You can exclude users to prevent them from being added directly to a subscription.
• You can over-allocate users to a subscription and it will be flagged. Remove users or purchase more subscriptions to stay within compliance.

User roles in Subscription Management

You can manage your users' roles to change the way that they are automatically allocated. See Roles.