Licenses

Purpose: To view and manage vital details regarding your Commusoft plan, licenses, storage allowance and your contract start and expiration dates. 

The Commusoft plan you have selected determines the features and functionality that are accessible on your account. When joining Commusoft, you choose a specific plan that includes associated licenses. These licenses represent your contractual commitment for your Commusoft account. 

We provide three types of licenses to offer flexibility in choosing the appropriate license for your users. It is important to understand your contract and licenses to maintain control over your account and stay informed about license activity. You can manage your monthly or daily licenses and also purchase additional contracted licenses.

Please Note:

  • A signature must be provided when purchasing a license
  • License emails go to the email address in your Company details
  • Pending licenses are not charged, will expire after 30 days and be removed
  • Only Owner/manager and Financial office staff roles can access Licenses
  • Automatically renews
  • License cost is based on plan and license type
  • Usernames must be unique and can not be reused.
  • Monthly and Daily licenses cannot be deleted if assigned to an active user
  • Licenses have a set amount of data assigned to them dependent on the price plan you have signed up for.

Commusoft Licensing Types

  • Choose the right type for your business for increased flexibility in adding/removing users.

Job Management (JMS)

Contracted License

Committed to a 12-month period, this license type is added to your existing contract period.

  • Contracted licenses cannot be deleted
  • The number of contracted licenses can only be reduced during your contract renewal period
  • Contracted licenses are billed for the month ahead

Monthly Rolling License

A flexible license type which allows for easy addition and removal as needed. Best suited for short-term staff or during a probationary period.

  • Monthly rolling licenses are billed for the month ahead

Daily License

A flexible license type that allows for addition and removal as needed. It is particularly well-suited for users who do not access Commusoft on a daily basis, such as part-time employees or subcontractors.

  • Billing is retrospective
  • Only available on Go Paperless and above plans
  • Daily License charges are applied for:
        ◦ A diary event booked in for a particular day
        ◦ A diary event that’s been actioned for a particular day
        ◦ Logging in on a PC/Mac
  • A breakdown of the charges will be provided on the invoice

Data Allowance

This data is essentially stored in a 'pool' for usage on the account as a whole. Meaning if you have 5 licenses on the Go Paperless plan, you will have 50GB total within the company 'pool'. Additional data, when purchased, is added to this pool as opposed to being allocated to individual licenses.

  • Startup: each license will have 1GB.
  • Go Paperless: each license will have 10GB.
  • Customer Journey: each license will have 20GB.
  • Automation: each license will have 30GB.

Please note -- Data is only assigned to Contracted and Rolling licenes, Daily do not get any allowance.

 

Sales CRM

Full - Contracted

  • 12 Month Contract
  • Full Access

Sales support license - Contracted

  • 12 Month Contract
  • Limited Access
  • Attached Files, Customer Database, Diary, Opportunities
    • Access permissions for Read, Write, Update, and Delete are determined by the Role level.
  • Post Code Lookups: UK only
  • Google Address Search: US only

Full - Monthly/rolling

  • Full access.
  • Monthly Contract
    • Automatically roles unless deleted.
    • Monthly rolling licenses are billed for the month ahead.

Sales support license - Monthly/rolling

  • Monthly Contract
    • Automatically roles unless deleted.
  • Attached Files, Customer Database, Diary, Opportunities
    • Access permissions for Read, Write, Update, and Delete are determined by the assigned roles.
  • Post Code Lookups: UK only
  • Google Address Search: US only

Viewing Your Licenses

  • Profile icon > Settings > Billing and licensing > Licenses > View

Purchasing a License

  • Purchase new required licenses > Input required number > Review cost and contract breakdown > Click Save

Deleting a License

  • Delete monthly/daily license > Select Monthly rolling or Daily license > Input required number > Click “Delete Licenses” 

Downloading Your Contracts

  • Click to download a PDF copy of your signed contracts > This will download to your browser as a Zip File