Manage your Commusoft plan details, licenses, storage allowance, and contract information to keep track of your account activity and ensure optimal utilization. Understanding the licensing options allows you to choose flexible solutions for your team and make adjustments as needed.

View Setting

➡️ Profile Icon > Settings > Billing and Licensing > Licenses > View

License emails go to the email address in your Company details
A signature must be provided when purchasing a license.
Pending licenses are not charged, they will expire after 30 days.
Owner/manager and Financial office staff roles can access Licenses.
License cost is based on plan and license type.

Commusoft Licensing Types

Choose a license type that best suits your business needs for flexibility in user management.

Job Management (JMS)

Contracted License
- Committed to a 12-month contract, with charges billed monthly.
- Cannot be deleted and can only be reduced upon contract renewal.
Monthly Rolling License
- Flexible and can be added or removed as needed.
- Ideal for temporary staff or probationary periods, billed monthly.
Daily License
- For part-time or subcontractor roles, billed retrospectively.
- Charges apply when:
  - A diary event is booked or actioned.
  - Logging in on a PC/Mac.
- Not available on legacy plans.

JMS Storage Allowance

License storage data is pooled across the account:

Startup: 1GB per license
Go Paperless: 10GB per license
Customer Journey: 20GB per license
Automation: 30GB per license

Note: Only Contracted and Rolling licenses include storage data allowances.

Sales CRM Licenses

Sales Person - Contracted
- Committed to a 12-month contract, with charges billed monthly.
- Cannot be deleted and can only be reduced upon contract renewal.
- Full access.
Sales Support - Contracted
- Committed to a 12-month contract, with charges billed monthly.
- Cannot be deleted and can only be reduced upon contract renewal.
- Limited access
  - Attached files
  - Customer database
  - Diary
  - Opportunities.
Sales Person - Monthly Rolling
- Flexible and can be added or removed as needed.
- Ideal for temporary staff or probationary periods, billed monthly.
- Full access.
Sales Support - Monthly Rolling
- Flexible and can be added or removed as needed.
- Ideal for temporary staff or probationary periods, billed monthly.
- Limited access
  - Attached files
  - Customer database
  - Diary
  - Opportunities.

Sales Storage Allowance

License storage data is pooled across the account:

Add-on: 0GB per license
Starter: 50GB per license
Advanced: 100GB per license

Note: Only Contracted and Rolling licenses include storage data allowances.

Viewing Your Licenses

➡️ Navigate to Profile Icon > Settings > Billing and Licensing > Licenses > View

Purchasing a License

➡️ Purchase New Licenses

Enter the required number.
Review cost and contract details.
Click Save to complete the purchase.

Deleting a License

➡️ Remove Monthly or Daily License

Select either Monthly Rolling or Daily License.
Enter the number of licenses to delete.
Click Delete Licenses to confirm.

Monthly and Daily licenses cannot be deleted if assigned to an active user

Downloading Your Contracts

➡️ Download Contract PDF

Click Download Contracts to receive a Zip file with your signed contracts.