Licenses allows you to record trainings and qualifications against a particular user and it could be a drivers driver's licence, site induction, or other different trade qualifications. You are also able to set up email reminders so that a user or the admin side of your business gets notified as to when a licence is expiring and so that necessary actions will be completed.
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Scroll down and look for the Licenses area and click Add.
2. Click the little triangle to select from the list of available licenses or you have the option to Create a New License Type from by ticking the corresponding box.
Enter the Expiry Date which would will then trigger the automated email notification.
You can also attach a file which could be a photo or a file pertaining to that particular license that you are adding to a particular user.
Once ready to proceed, click Save.
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- From here, you can select the duration as to how soon the notification gets sent which could be a three months, a month, a week prior to expiry, or on the expiry date itself.
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Admnistration → User Licenses
- Allows you to see anoverview an overview of users who have active or overdue licences or you can filter it to license types to see the particular users.
- In this area, you can add new license types as well as export the data as an Excel file.
Dashboard → User Licenses
- Allows you to see a quick view of the users with licenses but it has no Add or Export option unlike in Administration → User Licenses area.
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