Access an Agreement from a license

1

Click on Licenses app.
Expected Result

Licenses app opens and shows list of all records.

2

Choose a record with a linked Agreement.
Expected Result

The record opens.

3

Click on "Agreements linked to this license".
Expected Result

The linked Agreements are shown.

4

Click on a linked agreement.
Expected Result

The window switches to agreement app and displays the linked agreement.






Attach an Organization to a License

1

Click on Licenses app.


Expected Result

Licenses app opens and shows list of all records.

2

Choose a record.


Expected Result

Record opens.

3

Click on "edit" in the right upper-corner.


Expected Result

The editing window opens.

4

Go to organizations and click on "add organization."


Expected Result

An additional space opens.

5

Click on "link organization."


Expected Result

The "select organization" window opens.

6

Choose an organization.


Expected Result

The chosen organization is shown in the additional space.

7

Select a role for the organization (required). 

8

Click on "save & close."


Expected Result

The changes are saved and an organization is attached to the license.
The chosen role for the organization is shown above the organization's name.




Remove an Organization from a License

1

Choose the license to be edited in the Licenses App

2

Click the "edit" button

3

Go the Organizations accordion

4

Click the "dustbin" button

5

Click "update license"



  • Editing a license: see screenshot 1 under "Attach an Organization to a License."