You have existing Salesforce users (Enterprise Edition or greater) that you would like to give access to SUMO. These steps will help you achieve this.
NEW USERS – For users that are not existing salesforce users, you may also reference the “Setup New Users” article to learn how to setup new users.
Assign a SUMO License to Each User
- Login to SUMO
- Click on your user name in the top right of SUMO.
- Click on SETUP.
- Under the Build section, click on Installed Packages.
- Click the Manage Licenses link next to SUMO.
- Click the “Add Users” button and proceed to assign a SUMO license to Salesforce users that you would like to have access to SUMO.
Next it’s important to give the correct level of access to each type of SUMO user. You may reference the “Setup SUMO Profiles” article to learn more.