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eKeeper CRM Knowledge Base


How to manage your licences

Your eKeeper finova licences are what ensure your user's can log into your eKeeper finova CRM. If a user does not have an allocated licenses then the user will be prompted with a message stating that they are not logged in.

This The Maintain MortgageKeeper Licences page (right) displays the current active users in your eKeeper finova CRM. Against each is a checkbox, which determines whether they have a license associated with them.


To associate a license to a user simply check the checkbox and box and then click the update button to confirm. 

Not enough licences?

If you do not have enough licences, you can request another via our support team. 

Warning
titleImportant

All requests for license changes must be in written (email) and must be sent require a work order form to be signed from the registered account holder with us.

Please note that licences are charged per month regardless of whether they are allocated to a user. To find out the cost of additional licences please see your invoice which is itemised, or alternatively contact our accounts team.


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How to enable your new licence, following a licence increase

Once you have received a confirmation of your licence increase, follow the below steps to enable the new licence/s on your system:

  • From anywhere within the system click System Settings 
  • Click Maintain MortgageKeeper Licence
  • On Maintain MortgageKeeper Licence page, under section "Upload New Licence" click the "Relicence Automatically" link

The system will refresh, and display a message informing you of the new licence increase.


Note

If the system displays an error message at this stage, please contact the eKeeper finova Support Team for assistance.

Back on the Maintain MortgageKeeper licence page, you will find a summary of your licences and how they are assigned. Here you can assign licences to users as necessary

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Info

The Relicence Automatically link is also used for licence reduction. Following the same process as above, when you receive your confirmation email, navigate to Maintain MortgageKeeper Licence and click the Relicence Automatically link.





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-Relicence Automatically link, located on Maintain MortgageKeeper Licence page