As a KnowledgeTree Admin, you may want to specify a default role to assign when Knowledgetree auto-provisions new users, in order to adhere to best practices for deploying and granting access.

User's with an Admin role can manage licenses in two ways:

1. Automatically assign licenses to new users.

This option is enabled by default for existing and new accounts. When new users who log into KnowledgeTree from Salesforce, they are automatically licensed and assigned the "Sales" role.

An Admin can further manage roles under the Settings>Users page in KnowledgeTree Manager.

2. Manually assign licenses to new users.

This option needs to be manually turned on in KnowledgeTree Manager under Settings>Users. When new users log into KnowledgeTree from Salesforce, they are disabled by default.

The users with "disabled" roles are shown an error message, "Access to KnowledgeTree requires a license. Please contact your Salesforce and/or KnowledgeTree administrator to request access" when trying to access KnowledgeTree and can not access it until they contact the appropriate administrator.

An Admin can further manage roles under the Settings>Users page in KnowledgeTree Manager. Changing the user's role to "Sales" will assign a license and enable access.

Both ways to manage licenses provide an automatic update to the "Current Licenses In Use" count. This automatic update counts the number of "Sales" users you have, without requiring page refresh as users make changes to role assignments in the users dialog.

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