How to set up Group and Domain Licenses
SECTIONS IN THIS ARTICLE
Type of group licenses
How to add/restrict user(s)
How to add/remove organization(s)
Watch a video how to set up Domain/Group licenses
#Type of group licenses
A domain license is a license that is given for a specific domain. For example, using email@example.com for an individual user instead of something like firstname.lastname@example.org. Domain licenses are also sometimes called volume licenses. Our new feature allows your business to purchase and manage licenses for all of your users. We have introduced multiple tiers/plans that include various combinations of users and companies that will best meet your business needs.
There are three plans or tiers of Group and Domain licenses available to you: Accountant, Advisor, and Enterprise.
The Accountant license is a Group license that has been designed for growing accounting/bookkeeping firms and businesses. This license can be used for up to 5 users and up to 25 companies.
The Advisor Group license is meant to be used by established small or medium-sized accounting/bookkeeping companies and businesses. This license can be used for up to 10 users and up to 50 companies .
Finally, the Enterprise Domain license has been designed for medium and large accounting/bookkeeping companies and businesses. This license can be used for unlimited users and unlimited companies.
#How to add/restrict user(s)
You can purchase/manage our new licenses through the G-Accon Add-on by selecting the “Buy/Manage License” menu option by becoming the Admin for your license.
The next step is to assign new users to the Group/Domain license and provide them with the necessary access privileges.
Accountant and Advisor plans might include an organization domain such as @accon.services in addition to an individual email such as email@example.com.
For the Enterprise plan only users, a “within company” domain can be added. By default, any users who are added to the Enterprise plan have the “full” access.
The following roles and privileges can be assigned to domain users:
Read Only – the user has the ability to create standard and customized accounting templates, refresh manually, create workflows to set up the automatic refresh, and save templates in cloud.
Execute Existing Templates Only – the user has the ability to execute the templates that have been shared with them.
Full Access – the user has the ability to create standard and customized accounting templates, refresh manually, create workflows to set up the automatic refresh, save templates in cloud, and upload data in bulk from Google Spreadsheets to specific organization(s).
Full Access/Admin Rights – the user has the ability to create standard and customized accounting templates, refresh them manually, create workflows to set up the automatic refresh, save templates in cloud, upload data in bulk from Google Spreadsheets to various organization(s), create new users, and assign roles to new users.
#How to add/remove organization(s)
G-Accon users can also add and remove organization(s) to/from the existing Group/Domain plan.
In order to add new organization you need to select it during the “Sign In” to establish the secure connection between Google sheets and your organization.
Newly added organization will be available under “Switch Company” menu option.
In order to remove or disconnect any of the connected organizations you need to select “Show More” and Remove entity.