Monitoring Your License Usage
Viewing current license count
Your license information is displayed in the upper-right corner of the Roles & Access page. This shows:
- Total licenses available
- Currently used licenses
- Remaining available licenses
Managing license allocation
- Each active user holds one license
- Deactivated users free up licenses for reassignment
- Plan upgrades may be needed when approaching license limits - reach out to your Customer Success Manager for more information
Downloading User Audit Reports
When to use user reports
Download user reports for:
- Regular access audits
- Compliance documentation
- Team membership verification
- Role assignment reviews
How to generate reports
- Click your name in the upper-right corner of the dashboard
- Click Roles & Access → Users
- Enter a query in the search bar to narrow your search results
- Leaving the search bar blank will download a report for all users
- Click the download icon
- A report generation process begins
- You'll receive an email with a download link for the CSV file
What's included in the report
The CSV file contains comprehensive user information:
- User names and email addresses
- Account status (active, pending, deactivated)
- Primary and secondary team assignments
- User roles and permissions
Using the audit data
- Import the CSV into spreadsheet applications for analysis
- Cross-reference with HR systems for access verification
- Track team distribution and role assignments
- Identify inactive users who may need deactivation
Report delivery timing
- Reports are generated in the background
- Email delivery typically occurs within a few minutes
- Large organizations may experience longer processing times
- Download links in emails expire after 24 hours for security