KB: Allocate/assign license seats to users

Solution Details

1. in Compnay Dashboard click 'Licenses'
2. click into the license listed under subject to allocation
3. click 'Manage' to modify existing allocation or '+New Allocation' to create a new one
4. in the pop up, specify group, seat count, roaming, etc.

1. on a web browser, access the private server address, and switch to 'Licenses' tab
2. click on pencil icon for the license listed under subject to allocation
3. click pencil icon to modify existing allocation or '+ Add assignment' to create a new one
4. in the pop up, specify group, seat count, roaming, etc.

• If there are users that only need to use Altium Designer to work on schematics, Altium Designer SE license will suffice and they should not be exposed to and occupy a full Altium Designer license seat unnecessarily.  For the full Altium Designer license, create an exclusive group that contains the users who do need the full license seats, then allocate/assign the license solely to the newly created group/role.  ADSE license, on the other hand, can be left untouched so that its seats are up for grabs by all members.
• If there are significantly more users than the number of seat available, and/or significant difference in workload among various users, creating a group/role to which some seats are dedicated would help to mitigate a scenario where some critical user of a heavy burden not being able to occupy a seat.  Needless to say, such allocation/assignment may impact negatively that those seats remains exclusive to the group/role and cannot been seen/used by others outside the group/role even if the seats are unused.
• If you have licenses with other than a Single Site geographical scope, you may want to prevent local users from using license seats with a Continental or Global geographical scope.  You can use allocations to offer only the Single Site licenses to your local users and similarly hide access for the Single Site licenses form the users that are not local to your site to stay in compliance with the EULA.
• If you have any Standalone type licenses, they are intended to be used by only one person.  You can use an allocation to be sure only the intended user can see and use a Standalone license.
• If you have different teams or departments, possibly budgeting for and purchasing seats independently, you can allocate seats mutually exclusively.

• A number of seats to be used by each allocation/assignment must be specified and the total number of seats amongst all the allocations/assignments cannot exceed the number of seats available in a given license.
• Allow Roaming option gives a flexibility to check out and use license seats even when disconnected from the network.  Specifying Max roam duration (hours) returns the seat after the elasped duration automatically while the default '0' stands for unlimited duration (until the license expires).  The option is functionally the same as if they were using a standalone license.
• The only configuration for a Standalone license is the group to which the license is allocated.  Since a Standalone license is only intended to be used by a single user (on up to three computers - Work, Home, and Laptop when traveling), it is sometimes helpful to create a group that has only a single standalone user in it, then create an allocation for the license such that only that group and hence the single user will be able to see/use the license.
• It is generally recommneded NOT to enable Automatic Leasing as it may induce some network "racing" condition where multiple seats of the same license are occupied by the same user's instance inadvertently.  In a similar vein for private server, disabling Automatic user creation option may minimize the possible consequence of the same user occupying multiple seats unintentionally:

• To avoid having the same license listed multiple times in the License Management page of Altium Designer, make members of different groups allocated to the license mutually exclusive so that there is no overlap. 
• To suprress expired licenses being listed for users within Altium Designer License Management page, it is recommended to check periodically to Remove Allocation or click on red x icon for private server.
• It's best to make changes to allocations when the license seats are not in use.  Otherwise, until seats are returned to the pool from their previous allocations, the Altium Designer license management page may not correctly reflect current usage.  If there is any discrepancy, have users sign out once and sign back into Altium Designer client.