How to Assign Licence to a User (Maintain MortgageKeeper Licence)

Owned by Adam Evans
Last updated: Oct 17, 2022 by Angus Mundin (Unlicensed)
2 min read

How to manage your licences

Your finova licences are what ensure your user's can log into your 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.

The Maintain MortgageKeeper Licences page (right) displays the current active users in your 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 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. 

Important

All requests for license changes require a work order form to be signed from the registered account holder.

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.



 

 

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.



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



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.



 

 

-Relicence Automatically link, located on Maintain MortgageKeeper Licence page