license allocation by team
Toast purchases large quantities of licenses frequently (Currently upwards of 1,200) acquiring and new seats and onboarding at a monthly basis, but each team that uses Chili Piper has a different budget and are purchasing quantities for themselves separately. When new seats are loaded in the app, there's no way to see "sales has 10 licenses, account mangaement has 20, Customer Success has 30" and they find it difficult to manage and track how many each team can utilize. Would be beneficial in enterprise space to allocate for each team and watch and track the totals
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Kevin Bowman commented
Create Roles/Teams for user of CP. For each role, set the licenses they need, workspaces they should be a part of, etc.
Managing licenses, workspaces, etc is tedious when people change roles or new hires are brought in. By assigning them to a role/team it would save a lot of headaches.
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One issue that comes up frequently is that if someone has to add 50, 100, 200 licenses, this can be a very tedious process as there could be 1000 users in SF or HS and you have to find every person individually and add their license.
It would be helpful if we could include the role of each user that exists in SF/HS and pull it into the user table so that we could filter by role and, for example, add licenses for all our "SDR's", "AE's", so on and so forth.
