Access license

Access Licenses are used to delegate the decision on which users will have access to your applications to the organization those users belong to (your customer). More advanced License / Subscription management functionality will be available soon, for instance to support: self service capabilities (customers acquiring a license / subscription thought a self service flow), requiring signing of legal documents (such as terms and conditions), processing payments and generating invoices.

An Access License on its own does not do much, so an Access License should always contain one or more Policies that provide access to users who have the license assigned. Policies can be added in 2 different ‘levels’ to a License:

• Default policies; these policies are always available to every user that gets the access license assigned. An access license needs at least 1 default policy to be able to allocate the license to an organization.

• Optional policies; these policies can optionally be assigned to users in addition to the default policy. These can for instance be used for more admin access within your application, something not every user should probably have.

Note that the admin of the organization that gets the license allocated (your customer) will determine who will get the optional policies. You do not have any control over that.

How to configure: An Access License that allows access to everything

If you want users to be able to access everything, but want to provide your customer with the freedom to determine which of their users get access, you will need to configure an Access License in addition to a Policy to grant access:

1. Navigate to the Configuration section

2. Go to the Policies tab

3. Configure a policy that allows access to everything, see: #how-to-configure-a-policy-that-allows-access-to-everything

4. Go to Licenses tab

5. Click ‘Create License’

6. Add a License Name (eg with our company name. The license name will be visible for your customers)

   1. Add an optional description

7. Go to Policies tab

8. Click ‘Add Default Policy’

9. Select the previously created policy that grants generic access

10. Confirm by clicking ‘Add Default Policy’

11. Save the license

The license is now created and can be allocated to an (customer) Organization.

How to configure: A license that allows access to a specific application

If you want users to be able to access a specific application, but want to provide your customer with the freedom to determine which of their users get access, you will need to configure an Access License in addition to a Policy to grant access:

1. Navigate to the Configuration section

2. Go to the Filters tab

3. Configure a filter for your application, see: #how-to-configure-a-filter-that-checks-for-a-specific-application

4. Go to the Policies tab

5. Configure a policy that allows access to a specific application, see: #how-to-configure-a-policy-that-allows-access-to-a-specific-application

6. Go to Licenses tab

7. Click ‘Create License’

8. Add a License Name (eg with our company name. The license name will be visible for your customers)

   1. Add an optional description

9. Go to Policies tab

10. Click ‘Add Default Policy’

11. Select the previously created policy that grants access to the application(s) that everyone should have access to

12. Confirm by clicking ‘Add Default Policy’

13. If there are additional applications that only some people might need access to:

    1. Click ‘Add Optional Policy’

    2. Select the previously created policy that grants access to the application(s) that require specific assignment to have access to

    3. Confirm by clicking ‘Add Optional Policy’

14. Save the license

The license is now created and can be allocated to a (customer) organization.

How to configure: An Access License that that contains roles

If your application uses roles to determine access, and your want your customers to be able to distribute these roles to their users, you will need to configure an Access License in addition to the roles:

1. Navigate to the Configuration section

2. Go to Policies tab

3. Configure a role, see: #how-to-configure-a-role

4. Repeat step 3 for all the roles your application supports

5. Go to Licenses tab

6. Click ‘Create License’

7. Add a License Name (eg with our company name. The license name will be visible for your customers)

   1. Add an optional description

8. Go to Policies tab

9. Click ‘Add Default Policy’

10. Select the previously created role(s) that grants the most basic access that everyone should have

11. Confirm by clicking ‘Add Default Policy’

12. If there are additional roles that only some people might need to have:

    1. Click ‘Add Optional Policy’

    2. Select the previously created role(s) that require specific assignment to get

    3. Confirm by clicking ‘Add Optional Policy’

13. Save the license

The license is now created and can be allocated to a (customer) organization.