How do I assign licenses to a staff member in the CCH® ProSystem fx® Engagement or Workpaper Manager Administrator Module?

Licenses are assigned in the Administrator module for  CCH® ProSystem fx® Engagement or Workpaper Manager. You cannot assign licenses from the Workpaper Management module. 

After the license information has been added (see How do I add or update CCH® ProSystem fx® Engagement or Workpaper Manager licenses), you must assign licenses to staff members who access the programs. You can assign, unassign, and review staff license assignments using one of the following views:

  • View by Staff. This is the default. It displays available product licenses and the number of licenses available for assignment. The Available staff box on the right displays staff groups, staff members, and their license assignments.
  • View by Product. Displays the Available staff box on the left which displays the staff members and their group assignments. The Available licenses box displays a list of products, the number of available licenses, and current staff assigned to the product.

Note: Be sure you have enough licenses for the staff using the program. If you purchase fewer licenses than the number of staff you create during your trial period, the unlicensed staff members must be inactive. Also, the default staff members provided with the trial program are deleted.

Assigning Licenses Using View by Staff

To assign license information using the Staff view, do the following:

  1. Select Staff > Assign License. The License Assignment dialog displays. On the left side of the dialog, the Available licenses box displays the following information:
    • Products. A description of the application, the CCH Integrated Engagement Guide (formerly Miller Integrated Engagement Guides) purchased, or the McGladrey & Pullen Integrated Work Program purchased.
    • Total. The total number of licenses purchased for the product.
    • Available. The number of licenses available for staff assignment.
    • On the right side of the dialog, the Available staff box displays the following information:
      • Staff Groups. Lists the established staff groups.
      • Staff Members. The staff to whom you are assigning licenses. Click the plus sign beside a staff group to display the staff members belonging to the group. Note: Admin Default does not display beneath the Admin group because you cannot assign licenses to the Admin Default.
      • Licensed Products. Assigned products are listed under the user’s name. Once a license is assigned, the staff member can access the product. Note: Miller titles purchased previously display with the original titles.
  2. You can assign the licenses available on the left side of the dialog to the appropriate staff member listed on the right side of the dialog by doing one of the following:
    • Click the product on the left, click the staff member on the right, and then click the Assign button pointing to the right.
    • Click the product on the left, and drag it to the target staff on the right.
    • Right-click a staff member, and click the Transfer Licenses option. Highlight an unlicensed staff member to which you want to transfer the licenses, and click Paste Licenses. All licenses except the Workpaper Management license are removed from the first staff member and assigned to the second staff member.
    • Right-click the staff member that has the licenses you want to copy, and click the Copy Licenses option. Click the unlicensed staff member to which you want the licenses copied and click Paste Licenses. The second staff member now has the same licenses as the first staff member. 
    • Click OK to save settings and close the dialog.

    Assigning Licenses Using View by Product

    To assign licenses using the product view, do the following:

    1. Select Staff > Assign License. The License Assignment dialog displays.
    2. Select the View by Product tab. On the left side of the dialog, the Available staff information displays the following information:
      • Staff. Lists all staff members available for license assignments.
      • Group. Lists the group to which the staff members are assigned.
      • On the right side of the dialog, the Available licenses information displays the following information:
        • Available Licenses. Lists all available products. The total number of licenses available for assignment displays in brackets next to each product.
        • Staff Members Assigned. Clicking the plus sign beside a product displays staff members who have been assigned a license for this product. Once a license is assigned, the staff member can access the product.
    3. You can modify or assign the licenses available on the right side of the dialog to the appropriate staff members listed on the left side of the dialog by doing one of the following:
      • Click the staff member on the left, click the product on the right, and then click the Assign arrow pointing to the right.
      • Drag the staff member's name from the left column to the appropriate product on the right.
      • Right-click a staff member and click the Transfer Licenses button. Highlight an unlicensed staff member to which you want to transfer the licenses, and click Paste Licenses. All licenses except the Workpaper Management license are removed from the first staff member and assigned to the second staff member.
      • Right-click the staff member that has the licenses you want to copy, and click the Copy Licenses button. Click the unlicensed staff member to which you want the licenses copied to, and click Paste Licenses. The second staff member now has the same licenses as the first staff member.
    4. Click OK to save and close the dialog.
    Notes: 
    • You must have licenses available in order to copy and paste from one staff member to another.
    • As you match licenses to staff members, the number of available licenses decreases. You do not have to assign all the available products at one time. You can return to this dialog and assign licenses at a later time.
    • When a new staff member is added to a staff group, the Workpaper Management license is automatically assigned to the staff member. You must have a Workpaper Management license to log in to Engagement or Workpaper Manager.
    • If a staff member will be working with CCH® ProSystem fx® Knowledge Coach, they will need the generic Engagement Knowledge Coach license, as well as any title specific license assigned to them to be able to work in a specific title. 
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