Overview

Concurrent licensing ensures that a firm can control how many users are logged into the system at the same time while maintaining flexibility for licence management. 

A concurrent licence allows a set number of users to be logged into the system simultaneously. 

• If a firm exceeds its licensed limit, additional users attempting to log in will see a warning message.
• Users with licence-management permissions (e.g., Accountants) can increase the licence count to allow more users to log in. 
• Efimis support staff are exempt from concurrent licence limits.

Example:

• A firm has 50 users but only 10 concurrent licences.
  
• Up to 10 users can be logged in at the same time. 
• The 11th user attempting to log in will see a message indicating the limit has been reached (screenshot above).

Permission Control

Managing concurrent licences is permission-based.

• Only users with Accountant role or higher can update the licence count in Firm Settings
• Other users will be blocked from making changes. 

Users cannot reduce the licence count themselves. Any reduction must be requested through the Support Team

Managing Concurrent Licences

Increasing Licence Count

1. Log in as a user with licence-management permissions.
2. Navigate to Settings → Firm Settings → Licensing
3. Update the Concurrent Licence Count to the desired number
4. Click Save

The updated licence count takes effect immediately, allowing additional users to log in without delay.

Reducing Licence Count

• Users cannot reduce the concurrent licence count themselves.
• To reduce licences, contact the Support Team, who will adjust the count on your behalf.

How the System Responds

• Users beyond the licence limit attempting to log in will see a notification message.
• Users with permission can increase the licence count to allow additional logins.
• Support staff and exempt users are not blocked, regardless of the licence count.

Tips & Best Practices

• Regularly monitor active users to ensure licences are optimally allocated
• Assign licence-management permissions only to trusted staff (Accountants or higher)
• Contact Support for licence reductions or complex changes
• Communicate licence limits to staff to avoid login frustration
• Do not share licence-management permissions unnecessarily
• Avoid attempting to bypass concurrent licence limits
• Never ignore the warning message for users beyond the limit; ensure compliance