License Consumption
License consumption varies depending on the application, who logs in (User or Customer), and which operations each person performs:
- Only the following Cherwell applications require a license: Desktop Client, Browser Client, Cherwell Mobile™ (Cherwell Mobile™ for iOS®, Cherwell Mobile™ for Android™, and Cherwell Mobile™ for Browser), and the Outlook® Add-In. Under special circumstances, the Customer Portal might also require a license.
- A User consumes one and only one license when logging into a
license-consuming
Cherwell application, regardless of the number of applications or instances
of
Cherwell that are accessed. In other words, a User can simultaneously access
multiple
Cherwell applications and multiple instances of
Cherwell using one license.
Example: Andrew logs into CSM via his computer; Andrew consumes one license. Andrew then logs into CSM through his mobile device; Andrew still consumes only the one license.
- Customers logging into Customer Portal to view/edit their own records typically do not consume a license (example: A Customer owns the record, is the requestor, and is associated with the record). Certain editing tasks require that the Customer log in and consume a license. CSM notifies the Customer when a license is necessary. Customers who do do not have rights to consume a license cannot edit the record.
- A Customer logging into the Customer Portal to access someone else's records does not consume a license to view the record but does consume a license to edit a record. After a license is acquired, it is held for the remainder of the Customer's session.
The following table shows license consumption by item:
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