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Managing Licenses for the Users

For users of the Email Sidebar on:

2 min read


Important

To use the RG Email Sidebar Admin panel, special access permissions are required. To request the permissions for your organization, contact the Revenue Grid support team by email.

Admin panel provides tools for managing end users. Some of its key settings duplicate RG Email Sidebar Customization and Sync settings on the admin level.

Licenses Tab

Managing Licenses (previously called Plans) is available only to assigned RG Administrators.

To access license management:

  1. Log in to the admin panel.
  2. In the Administration section, select Licenses.



Licenses are configured for different user groups, each with specific settings (e.g., sync interval in seconds) to suit various synchronization needs.

Licenses List

A license is assigned to a user upon creation. Later, the assigned license can be changed when editing the user.

Note

You can view license details in the Licenses tab, but no modifications or bulk actions are supported.

Licenses list view

In the Licenses tab, you can view the following columns:

Licenses list columns

  • Name: The license name.
  • External ID: The external ID for the license.
  • Synchronization Interval (in seconds): Standard sync interval is 30 minutes; incremental sync typically lasts about 30 seconds per user. The sync interval cannot be adjusted by users. For changes, contact our Support team.
  • Synchronization status: The sync status (enabled or disabled).
  • Description: A brief description of the license.

Adjust the license list

You can customize the license list view to suit your workflow:

Show or hide columns

Table actions menu open

To display or hide columns:

  1. In the top-right corner, click the Table actions icon ().
  2. In the menu, select or clear the checkboxes for the columns you want to show or hide.






Reorder columns

To move a column, click and hold the column heading, drag it to the desired location, and release.

Reordering columns animation

Sort the license list

Click any column heading to sort by ascending or descending values.

Sorting licenses animation

Filter the license list

To display only licenses with specific sync statuses:

  1. In the Filter by box, select a status (enabled or disabled) to filter the list.

Filter criteria selection

  1. To remove a filter, click the Close icon () next to it.

Close filter criteria icon

Refresh the license list

To update the list and view the latest data, click the Refresh icon () in the top-right corner.

Refresh license list icon

Search for a license

To locate a specific license, enter its name in the Search field above the list.

Search field