Adding users to contracts

To add software users to contracts, you can use the add users feature in the Software module. 

Depending on the type of contract and the type of software, such as SaaS or desktop software, the procedure for adding users to contracts varies.

Content

1. Add users to SaaS contracts 
2. Add users to enterprise contracts for desktop software

Add users to SaaS contracts

You can assign users to SaaS contracts on the Software page.

1. From the menu, click Software.
2. Click a SaaS software record.
3. Click Users in the side pane, and click Add users.
4. Choose one of the following options:
   1. Use a saved search
   2. Add specific users

Use a saved search

1. Select the search to add users.
2. Optional. Add the emails of additional users. 
3. If a single contract is associated with the software, the users are added to that contract. If two or more contracts are associated with the software, then you can select the contract.
4. Click Add Users.

Add specific users

1. Enter the email addresses of the users.
2. Click Add Users.

Tip
To automatically assign users to SaaS contracts, you can add rules. See Add rules to SaaS contracts.

Use a saved search

1. Select the search to add users.
2. Optional. Add the emails of additional users.
3. If a single contract is associated with the software, the users are added to that contract. If two or more contracts are associated with the software, then you can select the contract. 
4. Click Add Users.

Result
If the license key has available seats, the users are added.

Add specific users

1. Enter the email addresses of the users.
2. Click Add Users.

Result
If the license key has available seats, the users are added.

Add users to enterprise contracts for desktop software

You can add users and automatically assign them to the license keys that have available seats.

1. From the menu, click Software.
2. Click the Software tab.
3. Click a desktop software record.
4. Click Users in the side pane, and click Add users.
5. Choose one of the following options:
   • Use a saved search
   • Add specific users

Use a saved search

1. Select the search to add users.
2. Optional. Optional. Add the emails of additional users.
3. If a single contract is associated with the software, the users are added to that contract. If two or more contracts are associated with the software, then you can select the contract.
4. Chose one of the following options:
   • Auto assign. The users are automatically assigned to a license key with available seats.
   • Disable auto assign.
5. Click Add Users.

Result
If you selected auto-assign, the users are automatically assigned to licenses with available seats.
If you disabled auto-assign, you must select a license key for each user that you added. 

Add specific users

1. Enter the email addresses of the users.
2. If a single contract is associated with the software, the users are added to that contract. If two or more contracts are associated with the software, then you can select the contract.
3. Chose one of the following options:
   • Auto assign. The users are automatically assigned a license key.
   • Disable auto assign. You must select the license key for the users that you add.
4. Click Add Users.

Result
If you selected auto assign, the users are automatically assigned to licenses with available seats.
If you disabled auto assign, you must select a license key for each user that you added. 

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Adding and managing contracts