Plauti Assign is sold on a licensed seats basis. Read more about the different subscriptions on the Pricing page, or contact us at Plauti.com/Contact if you have any questions about billing or your subscription. 

Plauti Assign interacts with Salesforce Users in the following ways:

Types of User that count as a Seat and where a license is required:

Assignee - license required
The main purpose of Plauti Assign is the automatic assignment of records to Assignees. All Assignees require a license - or more accurately, the corresponding User requires a license.

Administrator - license required
The User that configures Plauti Assign and has access to all the management tabs such as MatchGroups and CapacityModels. This type of User requires a license.

User That (Manually or Automatically) Triggers Plauti Assign - license required
The field 'Use Plauti Assign' is used by Plauti Assign to determine whether the record should be processed for assignment or not. This field can be exposed on the record page layout and manually changed to trigger Plauti Assign. This field is part of the Plauti Assign Managed Package, and as such requires a license to view and edit this field.

This also applies to automatic processes such as flows or Plauti Manipulate Jobs. In the case of flows, the user or administrator that created the flow requires a license. 

Types of User that do not count as a Seat and where a license is not required:

Queue User - license not required
The User that is assigned records when all Assignees for that MatchGroup are unavailable. This User does not require a Plauti Assign license, unless they need to manually trigger Plauti Assign to reassign records.

Rejects User - license not required
The User that is assigned records when an Assignee rejects the record. This User does not require a Plauti Assign license, unless they need to manually trigger Plauti Assign to reassign records.

User That Creates The Record - license not required
The creator of a record that is configured to be automatically assigned by Plauti Assign does not require a license. e.g. if Mary is a Sales Admin that creates Lead records but she is not an Assignee and does not have a Plauti Assign license, the Leads she creates will still be automatically processed by Plauti Assign as long as the Lead object is configured to be automatically processed by Plauti Assign.

Check your current license use

• In Plauti Assign > Setup and Status > Licensing Status you can check the number of licenses that are in use out of the total number of available licenses.
• In Salesforce Setup > Installed Packages > Plauti Assign > Manage Licenses you can check which users currently have a Plauti Assign license.
• In Plauti Assign > Assignee Summary > for each Assignee: Status Now, you can see if there are any Assignees without a license. They will have status “Unlicensed”. See Unlicensed Assignees for how to handle these.