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Managing Users and Licenses in ProgressionLIVE

Learn how to create, activate, deactivate, and manage licenses and users in ProgressionLIVE.

Overview

Each user in ProgressionLIVE corresponds to one license and one platform access account.

The number of users you can create depends directly on the number of available licenses in your account.


License Types

There are two types of licenses available in ProgressionLIVE:

  • Standard Licenses

  • Timesheet Licenses

This article focuses on Standard Licenses.


Increasing Your License Count

You can increase your license limit directly from the Users section.

Steps

  1. Click Management.

  2. Select Users.

  3. Click Increase the limit (top-right corner).

  4. Select the license type you want to increase, click Edit, and choose your new total.

  5. Click Save.

A window will display the additional monthly amount that will be added to your invoice.

Note

To reduce the number of licenses, contact our support team:


Creating a User

As long as you have available licenses, you can create new users.


Steps

  1. Click Management.

  2. Select Users.

  3. Click Add to open a blank User record.

  4. Complete the user's information.
    Fields displayed in bold are required.

  5. Click Save.

  6. A window will prompt you to send the login information to the newly created user.

  7. Click Yes.


Deactivating or Reactivating a User

  • A deactivated user does not count toward your available license total.

  • To deactivate a user, select the Disabled checkbox in the user's record.

  • To reactivate a user, simply clear the Disabled checkbox.

Note: To display deactivated users, click Show Disabled Items in the user list.

Tip

If an employee leaves your organization, deactivate their user account and create a new one for their replacement instead of modifying the original account.

This helps preserve the historical data associated with the former employee.


Difference Between a User and a Human Resource

It is important to distinguish between these two concepts:

User

Represents a ProgressionLIVE license and access to the platform (web and mobile).

Human Resource

Represents a person to whom you can assign tasks, equipment, or time entries.

Relationship Between the Two

For a human resource to receive assigned tasks on mobile, they must be linked to a user account.

Note

See our Human Resources in ProgressionLIVE article to learn how to create a resource and link it to a user account.


Frequently Asked Questions (FAQ)

What happens if I exceed my license limit?

You will not be able to create additional users until you either increase your license limit or deactivate an existing user.

Can I reduce the number of licenses myself?

No. You must contact Technical Support for any reduction in license count:

Can I reuse a former employee’s user account for a new employee?

This is not recommended. Create a new user account for the new employee to avoid losing the historical data associated with the previous account.

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