Step-by-Step Guide: Releasing or Excluding Unused User Licenses in ExSign Portal
Problem:
If a user is no longer active or needs no stamping, releasing their license is crucial. Moreover, if a license has been assigned to a user with one email (e.g., “abc@contoso.com”) and the primary SMTP address changes (e.g., “xyz@contoso.com”), two licenses may be counted for the same user.
Solution:
To avoid unnecessarily increasing the license count, users can be excluded from stamping. Follow these steps to manage licenses effectively in ExSign Portal.
Steps to Exclude Users from Stamping in ExSign Portal:
- Log in to ExSign Portal:
- Enter your login credentials to access your account.
- Navigate to Entities:
- In the ExSign Portal, go to the "Entities" section.
- Select "Manage Entities" from the dropdown menu.
- Exclude Users from Stamping:
- Under "Manage Entities," select "Exclude Stamping."
- Add users to be excluded from stamping to the exclusion list.
Excluding Users from Specific Organizations:
If you need to exclude users from stamping within a specific organization, follow these additional steps:
- Navigate to Organizations:
- In the ExSign Portal, go to the "Organizations" section.
- Select "Manage Organizations" from the dropdown menu.
- Exclude Users from Stamping:
- Under "Manage Organizations," select "Exclude Stamping."
- Add the users to be excluded from stamping within the selected organization to the exclusion list.
By following these steps, you can manage licenses effectively, ensuring only necessary users consume licenses in the ExSign Portal.
Additional Tips:
- Regularly review user and license lists to include only active and necessary users.
- Communicate any changes in user email addresses or primary SMTP addresses promptly to avoid duplicate license counts.
- Utilize the ExSign Portal's reporting tools to monitor license usage and make informed decisions about license allocation.
For further assistance, please contact Support@hostingcontroller.com.