Delegating a License

How to Delegate a License to another User

There are 2 ways to delegate a license for a managed product. 

  1. Delegating the license at the time of creation i.e. delegating the license task to a user when adding an application to your catalog. 
  2. Delegating a license after the fact i.e. adding an application to your catalog and delegating the license task to a user at a later date. 

Delegating the license at the time of creation:

1. Log in to your my.metasaas account

2. From the "Catalog", add an app 

(For information on this task see the article " Adding an App to your Catalog")

3. When adding an application, on the "licenses" screen, choose the option: "Assign license details to another team member." Click "Next."

4. Enter User Information: 

  • Delegate E-mail: The email of the user you would like to assign this license to. If they are a current Meta SaaS User, they will get a task notification. If they are new users, they will get a registration email. 
  • Days Until Expiration: This is the number of days the user will have to complete this task. 
  • Note to User: Any notes you feel need to be conveyed to the user assigned the license.

5. Click "Next" and continue adding the application to your catalog. The license task has been assigned.  

Delegating the license after the fact:

1. Log in to your my.metasaas account

2. From the "Catalog," navigate to the app with the license you wish to assign. 

3. Click into the product and navigate to the "licenses" tab. If the license

4. Click "Delegate License" is incomplete, you will see a red (!)

5. Enter User Information: 

  • Delegate E-mail: The email of the user you would like to assign this license to. If they are a current Meta SaaS User, they will get a task notification. If they are new users, they will get a registration email. 
  • Days Until Expiration: This is the number of days the user will have to complete this task. 
  • Note to User: Any notes you feel need to be conveyed to the user assigned the license.

6. Click "Save" - The license will be assigned