AdvoLogix Help

Add or Remove User(s) From a Package

Updated on

Workflows are not supported in your browser.
Please use a recent version of Chrome, Edge, Firefox or Safari to display this page.

Access to AdvoLogix (for licensed users in your system) will need to be assigned to each user, if not already assigned.

Step 1 - Navigate to Installed Packages

Go to Setup >> Quick Find: Installed Packages >> Select Installed Packages.  Click on the Manage Licenses link to the left of the package name.

Step 2 - Review the Package Details

  1. This shows how many licenses you have in total and how many licenses are currently assigned to a user.  
    TIP: This is where a system admin can verify if a license is available to be assigned.
  2. Here is a list of all users assigned to this package.
    TIP: Deactivating a user does not remove the user from the package.  They must be removed from the package manually before another user can be assigned.
  3. Pick a letter to narrow down the search for the user.
  4. Click on this button to add users to the package.

Step 3 - Do you need to add or remove a user from a managed package?

  1. Choose a view from the drop-down list or select Create New View.
  2. Choose a letter to filter the users with or select All to display all users who match the criteria of the current view.
  3. Select one or more users by clicking on their checkboxes.
  4. To select all users for the current view, select Add All Users and click Ok.
  5. If you do not see all of the users, click on the more link.
  6. The selected users will be deposited into the Selected Users section.
  7. Once you have chosen the desired users, select Add.
  1. Choose a view from the drop-down list or select Create New View.
  2. Choose a letter to filter the users with or select All to display all users who match the criteria of the current view.
  3. Select one or more users by clicking on their checkboxes.
  4. To select all users for the current view, select Remove All Users and click Ok.
  5. If you do not see all of the users, click on the more link.
  6. The selected users will be deposited into the Selected for Removal section.
  7. Once you have chosen the desired users, select Remove.
Congratulations, you're done!
Previous Article Add or Remove Licenses
Next Article How to Reset a User's Password
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.