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Add or Decrease Users/Licenses

To add or remove users to an existing Opero Signature subscription:

If you activated using Opero, after January 2024:

  1. You were emailed an activation email when you activated which included unique links to add/remove users from your subscription. The subject was “Opero Signature is now active”. If you cannot find the email click here to retrieve your unique links.
  2. Click the link in email to modify the user quantity.
  3. Enter the new quantity of users you want for your subscription.
  4. An agreement will be generated for the change for you to then review and electronically sign.
  5. Once it is signed, if you have increased the user quantity, then you will be required to pay for the difference from the previous quantity for the remaining period.
  6. Once you have paid for the updated user quantity, or if you decreased the quantity, then the new count should take affect in your Salesforce org within a few minutes.
  7. To assign or remove licenses purchased to your Salesforce Users, go to your Salesforce, then to Setup, and Installed Packages, click “Manage Licenses” link next to the Opero Documents package, and add and remove users to the app to manage the licenses available.

If you activated in AppExchange Checkout:

  1. Login to AppExchange and click your name/photo icon in the top right, then “My Installs & Subscriptions.”
  2. Find Opero Signature app. Click drop down arrow to right of app subscription and click “modify subscription.”
  3. If you want to add more users, you would change user amount on existing subscription to total number of new users. For example, if you had 1 user and now want 3 more users, you would change the 1 to 4 total users. Or if you had 5 users and want to remove 1 user, you would change it to 4 total users.
  4. Click to save subscription with new amount of users.
  5. To assign or remove licenses purchased to your Salesforce Users, go to your Salesforce, then to Setup, and Installed Packages.
  6. Click “Manage Licenses” link next to the Opero Signature package.
  7. Add and remove users to the app to manage the licenses available.
  8. You can always return to AppExchange area to buy more licenses or less licenses.
  9. If you want to cancel your app subscription, you can review this article.