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Licensing: Child Licenses Tab

The Child Licenses tab allows users to create, view, and update any child licenses associated with the current license. Child license types are configured when creating a license type. *Note: This feature is only available if you have turned on the Parent Child License setting and if the Children tab is enabled when configuring the tabs for the license type. Please Contact Client Services if you would like to enable this feature.

Creating a Child License

  1. Click Add.
  2. Begin typing or click the magnifying glass () icon to select the appropriate License Type on the newly created row.
  3. Click Save.

 

Viewing and Updating a Child License

  1. Once a child license has been created, the Child Licenses tab on the parent license will display an overview of the child license, including the Status and the Issue Date.
  2. Click the information icon () beside the Child License # to open the child license.
  3. From this view, process and issue the license by navigating through the License Tabs that display.
  4. If you need to delete a child license, you must cancel the child license first.
    1. On the child license, click the Edit License icon () on the Main tab.
    2. Click Cancel License.
    3. In the window that displays, select a Note Type and enter a reason for canceling the license in the Text field.
    4. Click Cancel License.
    5. A Delete button will now display at the bottom of the Edit License window. Click Delete.
    6. Click Delete Record in the confirmation window that displays.

  5. To return to the parent license, click the Back button at the bottom of the screen.