How do I Add or Remove a TaroWorks License?

A TaroWorks license is required for any user who needs access to TaroWorks in the Salesforce back-end, or on a mobile device. You will need to 1) assign licenses when you start using TaroWorks, and 2) manage licenses as roles shift within the organization, by granting and/or revoking licenses. Here is more information about licensing in TaroWorks 3.0 and beyond.

SANDBOX: If you've created a sandbox for your organization from a production environment with TaroWorks you DO NOT need licenses for the sandbox and these steps won't apply. However you may need to create a partner account and add mobile users.

• Granting a User a TaroWorks License

• Revoking a User a TaroWorks License

Granting a User a TaroWorks License

1. Click Setup.
2. Navigate to Quick Find Search Box and search for Installed Packages.

     Tip:  Type 'Install' in the search bar above the menu.
   

3. Click Manage Licenses next to the package name TaroWorks.
   
   

4.  Click Add Users button. 

5. Check the user record for which you'd like to add a TaroWorks license and click the Add button.  
6. User will be granted TaroWorks license.

Revoking a User a TaroWorks License

1. Click Setup.
2. Navigate to App Setup and click the option Installed Packages.

     Tip:  Type 'Install' in the search bar above the menu.
   

3. Click Manage Licenses next to the package name TaroWorks. 
4. Click Remove for all user for which you want to remove the TaroWorks license. 
5. Click OK.