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KBOP032 OMS process for Package Upgrade to change User licences

This document is intended to provide the reader with the correct process to do a Package Upgrade to update the User licence

  1. Go to Customers, Modify Customer and select Package Upgrade
  2. Select the current and new User licences, select the required quantity and add a comment to advise what the request is related to

    1. The Orders team will verify the request once this is submitted and then approve or reject if the request is not permitted in the OMS portal.
    2. Once the Package Upgrade request is approved, go to the Manager Portal to change the package on the user which will complete the process
    3. Go to User and then User Setup
    4. Select the User and click Modify
    5. Click Change next to the Package field
    6. Select the relevant option and then the new licence type from the drop-down options and click Save

    7. This final step completes the Package Upgrade process.