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Accepting, Declining and Ending Checklist Licences

Have you received an email telling you that another organization has requested a licence to your checklist? Here's how to respond to that request, and to end a licence after it's been approved.

Accepting or Declining Licence Requests

When another organization requests a license to use your checklist, you'll see little yellow number to the right of the checklist tab, on the top of your screen. You should also receive an email reminder. 

To allow or deny the licence request:

  • Click the Checklists tab at the top
  • Click Manage Licences under the Checklist tab
  • Look for any licence requests on this page.

You can choose to either allow or deny their license request. 

  • If you allow their request, that organization will immediately be able to use your checklist to evaluate people.
  • If you deny their request, that organization will see a declined box beside your checklist when they look at their Licenses table.

 

Ending a License

If you want to end an organization's license to your checklist:

  • Click the Checklists tab at the top
  • Click Manage Licences under the Checklist tab
  • Look for the licence on this page, and click the end licence link

This will immediately end their license, meaning this organization won't see this checklist on their People page, and won't be able to use it to perform evaluations.

Ending a license won't affect a person's evaluations - they'll still remain even after a license has ended.

 

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