How to assign a Zumzum Financials license to a user

Zumzum Financials Knowledge Base

    Overview:

    To assign a Zumzum Financials license to a user, follow these steps while ensuring you have System Administrator permissions, access to the package, and at least one available license. Begin by navigating to Setup and entering “Installed Packages” in the Quick Find box. Select “Installed Packages,” then click “Manage Licenses” next to the Zumzum Package. To assign licenses, click “Add Users.” If you need to remove a license from a user, click “Remove” next to their name, or use “Remove Multiple Users” for batch removals. You can sort users by any column by clicking the column heading, allowing for easier management of user assignments.

    In order to assign a Zumzum Financial licenses to a user please see below steps. Please note that to assign licenses for a package, you need to have System Administrator permissions, you must have access to the package and at least one available license.

    Assign a Zumzum Financials license

    1. From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.
    2. Click Manage Licenses next to the Zumzum Package
    3. To assign licenses to more users, click Add Users.
    4. To remove a license from a user, click Remove next to the user’s name. To remove licenses from multiple users, click Remove Multiple Users.
    5. Click any column heading to sort the users in ascending order using the data in that column. Click the heading again to sort in descending order.
    6. If available, select fewer or more to view a shorter or longer display list.

    Learn more about adding user permissions in Zumzum Financials.

    in Adding User Permissions