Every client in ScalePad CS is either licensed or on Free. Assign a license to a client to give it access to paid features. You can change a client's license at any time.

License types

• ScalePad CS: the full ScalePad CS feature set for the client, including Goals, Budgets, Meetings, Analytics, and Client IQ.
• Lifecycle Manager: hardware and software, including warranty tracking, Microsoft 365 licensing, and contacts. Only accounts that moved to ScalePad CS from Lifecycle Manager have this license type.
• Free: the client doesn't use a license and only has access to free features.

If your account doesn't have any paid ScalePad CS licenses, you can assign ScalePad CS to one client at no cost.

How to assign or change a client's license

1. Click your account name in the upper left corner of any page, then click Account Settings.
2. Click Licenses in the left navigation panel.
3. Find the client you want to change.
4. Click the license badge in that client's row, then select the license you want.

If the change removes data, ScalePad CS asks you to confirm it first.

How to change licenses for more than one client

1. On the Licenses page, select the checkbox next to each client you want to change.
2. Choose an action from the bar at the bottom of the page. The actions you see depend on the selected clients' current licenses:
   • Assign Lifecycle Manager
   • Assign ScalePad CS
   • Change to Free: removes the license from the selected clients.

To change clients on more than one page, filter the list first, then use the option to select all clients that match your filters. Check the selection count before you choose an action.

Getting more licenses

If you've used all of your licenses, click Upgrade on the Licenses page, or see Purchasing ScalePad CS licenses.