---
title: "Allocate or Deallocate License"
slug: "allocate-or-deallocate-license"
updated: 2026-01-08T16:23:05Z
published: 2026-01-08T16:23:05Z
canonical: "help.symphonysummitai.com/allocate-or-deallocate-license"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocate or Deallocate License

You can Allocate/Deallocate a Software License to multiple Users and Assets.

To allocate Licenses to multiple Users or Assets, perform the following steps:

1. Select **Asset** > **Manage Asset** > **Allocate/Deallocate License**.
2. On the **ALLOCATE/DEALLOCATE LICENSE** page, click the **Filters** icon on the **ACTIONS** panel. On the **FILTERS** pop-up page, select the **Tenant** and the **License Name** and click **SUBMIT**.
3. The list of Licenses based on the selected filter criteria is displayed in the **LIST** table. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/allocating-or-deallocating-licenses-image-sjuj4m32.png) icon to view the Software Summary.

> [!NOTE]
> Note
> 
> - Your content goes here **Exclude Expired Licenses:** Enable/disable this checkbox to hide/display the names of expired licenses in the list table. By default, this checkbox is enabled to hide the expired asset licenses in the list table. However, if this check box is unchecked, then the licenses that are expired are also shown in the list table.
> - **Show Zero (0) and Negative (-) Quantity Licenses:** Enable/disable this checkbox to display/hide the completely consumed licenses i.e., consumed to Zero quantity and the licenses less than zero (0). By default, this checkbox is disabled to hide the completely consumed licenses.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ada.png) Figure: ALLOCATE/DEALLOCATE LICENSE page
4. Select the check box for the Software you want to allocate and click the **ALLOCATE** icon on the **ACTIONS** panel.
5. On the **LICENSE ALLOCATION** page, type in the required details to allocate the License. For more information about the fields on the **LICENSE ALLOCATION** page, see Field Description.
6. Click **SUBMIT**. The License allocation details are saved. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/la.png) Figure: LICENSE ALLOCATION page

#### Field Description

The following table describes the fields on the **LICENSE ALLOCATION** page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| License Type | Select a License Type from the list. - User Allocation: Select this option to allocate the license based on users. - Machine Allocation: Select this option to allocate the license based on Assets. Select Core Based, Processor Based, PVU Based, or Device Based. > [!NOTE] > Note > > The drop-down values Core Based, Processor Based, PVU Based, and Device Based are configured on the **COMMON MASTERS** page. For more information about configuring the drop-down values, see **Configuring Common Masters**. If User Based license is selected as the **License Type**, the following fields are displayed: - **Allocate To**: Select a users to allocate the license. Click the **Search** icon to select the users. For more information about searching users, see [Search Users](/apex/docs/search-users). - **Add Multiple Users**: The users selected in the **Allocate To** field are displayed here. - **No of device per user**: Specify the number of devices for the license per user. If Core Based, Processor Based, PVU Based, or Device Based is selected as the **License Type**, the following fields are displayed: - **Asset Search**: Select the Assets to allocate the license. Click the **Search** icon, the **ASSET SEARCH** pop-up page is displayed. Select the required filter criteria on the **ASSET SEARCH** pop-up page, select the Search By Asset attribute from the **Search By** list, select Multi-Search in the next list to select the multiple Assets, specify the Asset attribute values in the text box to display the list of Assets. Click **SEARCH**. The list of Assets based on search criteria is displayed in the **DETAILS** table. Select the check box for the Assets to which you want to allocate license and click **SUBMIT**. |
| Allocated Date | Select the date from which the license should be allocated. |
| Remarks | Specify remarks, if any. |
| Request Type | Select the Request Type from the drop-down list. The available Request Type options are: - Service Request - Incident Request - Work Order > [!NOTE] > Note > > The **Request Type** field with the drop-down list is available based on the configuration of the **ASSET APPLICATION SETTINGS** page. For more information, see [Configuring Asset Application Settings](/apex/docs/configure-asset-application-settings). |
| Request ID | Specify the related ticket number for the license allocation, if there is any. The field label name is configured on the **ASSET APPLICATION SETTINGS** page. For more information, see [Asset Application Settings](/apex/docs/configure-asset-application-settings). > [!NOTE] > Note > > - If the **Request Type** field is not available, the user should add a prefix SR/IM/WO before the Request Id (Ex. SR967). > - The **Request Id** field is visible based on the configuration on the **ASSET APPLICATION SETTINGS** page. For more information, see [Configuring Asset Application Settings](/apex/docs/configure-asset-application-settings). |
| Allocation Type | Select the type of allocation. - Permanent: If you want to allocate the selected license on a permanent basis, which does not specify a time period, select Permanent from the drop-down list. - Temporary: If you want to allocate the selected license on a temporary basis for a time period, select Temporary from the drop-down list and specify the date of return. |
| Return Date | If you want to allocate the selected license on a temporary basis, select the expected return date from the calendar. |
| **ASSET ALLOCATION DETAILS** table | Displays the allocation details of an Asset. If you select PVU Based in the **License Type** field, the **Core** **Factor** and **Allocated** **Licenses** columns are displayed in the **ASSET ALLOCATION DETAILS** table. Fill in the **Core Factor** and the **Allocated Licenses** fields, and then click **SUBMIT**. > [!NOTE] > Note > > The **Core** **Factor** and the **Allocated** **Licenses** fields are enabled only when the Administrator selects the **Enable Core Factor and License Allocation for PVU allocation** check box on the **ASSET APPLICATION SETTINGS** page. For more information, see [Asset Application Settings](/apex/docs/configure-asset-application-settings). |
| **MACHINE ALLOCATION DETAILS/USER ALLOCATION DETAILS** table | Displays the selected users or Assets to allocate the license. You search for a user or Asset in table using the **Search** field. |

### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **ALLOCATE/DEALLOCATE LICENSE** and **LICENSE ALLOCATION** pages.

#### **Filters**

Click the Filters icon to specify a particular filter criteria to display the licenses. To fill the fields in the **FILTERS** pop-up page, see Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/la filters.png) Figure: FILTERS pop-up page

#### Field Description

The following table describes the fields on the **FILTERS** pop-up page:

| **Field** | **Description** |
| --- | --- |
| Tenant | Select the Tenant from the list. |
| License Name | Select the License Name from the list. |
| Allocation Type | Select the applicable Allocation Type from the list. - If you select User, the **Allocated By User** field is displayed. Select the appropriate User, see Searching Users. - If you select Device, the **Attribute** and **Attribute Value** fields are displayed. Select the Attribute and type in the Attribute Value. |
| Allocation Status | Select the Allocation Status from the list. The available options are: - Allocated**:** If selected, then on the **ALLOCATE/DEALLOCATE LICENSE** page, the number of licenses that are allocated for the selected Tenant are displayed. - Not Allocated: If selected, then on the **ALLOCATE/DEALLOCATE LICENSE** page, the software licenses that are not allocated for the selected Tenant are displayed. - Both: If selected, then on the **ALLOCATE/DEALLOCATE LICENSE** page, the software licenses that are allocated and not allocated for the selected Tenant are displayed. > [!NOTE] > Note > > The Zero (0) and negative (-) quantity licenses are not shown by default. To view these licenses, the Analyst should enable the **Include Available Zero (0) and negative (-) Quantity Licenses** from the **ALLOCATE/DEALLOCATE LICENSE** List page. |

#### **ALLOCATE**

Click to allocate Licenses to Users or Assets as described in this topic.

#### **PRINT**

Click **PRINT** to print this page.

#### **EXPORT TO EXCEL**

Click **EXPORT TO EXCEL** to export the records displayed on this page to a Microsoft Excel sheet.

#### **EXPORT ALL**

Click **EXPORT ALL** to export the records to a Microsoft Excel sheet.

#### **SHOW LIST**

Click **SHOW LIST** to view the list of Licenses.