Allocation of Qlik Sense Saas licenses for users outside of AD

29/07/2022

Introduction 

Need tips and advice on allocating licenses to your users on Qlik Sense Saas? 

In this article, we show you how to do it step by step, including: 

  1. How to log in to the SaaS management console 
  2. What are the parameters to check beforehand? 
  3.  How to invite users 
  4.  What happens when the user tries to log in for the first time 
  5.  How to assign licenses and roles to new users 
  6.  How to give access to spaces to these users. 

1. Log in to the management console

Connect to the Management console Qlik Sense

License management is done in the Qlik Saas management console. 

This management console is the equivalent of the QMC on the on-premises version of Qlik Sense. 

In order to open the management console, go to the small squares at the top right of the screen. 

2. Parameters to check beforehand

If licenses are available, any new user has by default a license assigned on his first connection : 

  1. Professional,
  2. Analyzer,
  3. Ou Analyzer Capacity

The license that will be assigned will depend on what is configured under the ‘settings’ tab of the management console : 

 

Settings Management Console Qlik Sense

For more information on licenses, we invite you to consult our special article:  https://weqan.be/services/licences-qlik-sense/ 

3. Invite users

The user who wishes to join Qlik Sense Saas will have to create a Qlik Sense account beforehand. 

 

Create a Qlik Sense account

 

The first step when you want to invite a new user is to invite him. This is done under the ‘User’ tab, then under the ‘All users’ section. 

Just click on ‘Invite’ and enter the email address of the person you want to invite. 

 

Invite new user QlikSense

 

4. User Login

The user must log in once in order to proceed to the next steps. 

As long as the user has not logged in for the first time, he will have a ‘Pending’ status. Therefore, it will not be possible to assign a license or roles to him. 

5. Assign licenses and roles

Once the user has logged in for the first time, it is then possible to assign him a license as well as roles. 

Assign licenses :

  1. Go to the ‘user allocation’ tab of the management console. 
  2.  Go to the ‘Assigned users’ section. 
  3.  Then click on the ‘add entitlement’ button. 
  4.  A pop-up appears and fill in the user’s name. 

 

Assign Licenses New User Qlik Sense

 

Assign licenses new user Qlik Sense

 

Edit roles

 

  1. Go to the ‘Users’ tab of the management console. 
  2.  Then in the ‘All users’ section 
  3.  Select a user 
  4.  Press ‘edit roles’ 
  5.  A pop-up appears and you can then modify the roles for the selected user 

 

Edit user roles QlikSense

 

Edit User roles Qlik Sense

 

6. Invite the user to the desired spaces

Now, all that remains is to decide which spaces, and therefore which applications, the new user should have access to. 

For this, all you need to do is: 

 

Analytic Services - QlikSense

 

 

Handle QlikSense

 

 

Add members Qlik Sense

 

Now you know everything about how to allocate licenses to your users on Qlik Sense Saas! 

If you have any further questions, do not hesitate to contact Laetitia Larchanche by email at laetitia.larchanche@weqan.be or by mobile at +32 489 97 07 36. 

 Informations complémentaires :

 

 

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