You change the number of licenses on your Crelate subscription by contacting your Success Manager or Support. Crelate does not offer a self-serve way to add or reduce licenses.

Settings > SUBSCRIPTION > Manage Licenses shows how many licenses you have and how many are in use. It is not an option to add or remove them without engaging support. Texting licenses for the RingCentral Connector follow the same route.

To add user licenses or texting licenses, contact your Success Manager or Support and say how many you need and which license type.

If you try to add a user and Crelate says you have used all your licenses, contact them in the same way. You can also free a license by deactivating a user who no longer needs access (see below).

To reduce user licenses or texting licenses, contact your Success Manager or Support and say how many to remove.

A reduction takes effect at the end of your current contract term, which is the renewal date in your contract. Until then, you keep your current number of licenses.

For example, if you are eight months into a one-year term and ask to reduce licenses, the change takes effect at your renewal date, four months later.

Crelate does not credit or refund unused time on a license before the term ends. See What are Crelate's policies on license cancellation and billing terms? for the billing policy.

Deactivating a user frees up their license so you can give it to someone else. It does not lower the number of licenses on your subscription. To lower the number you pay for, request a reduction as described above.

To deactivate a user, go to Settings > SECURITY > Users, select the user, and select Deactivate User. Deactivating keeps the user's history. See Deactivating and Deleting a License.

Texting is provided through the RingCentral Connector. Crelate does not sell native texting. Request texting license changes the same way as user licenses.