“Named” and “Shared” licensing are the two types of licensing offered with Method CRM. Method will automatically select the appropriate licensing for you depending on the amount of users you have setup under My Account.
You are charged a monthly fee based on how many licences you are currently have in your subscription. To find out your pricing, go to Customize > My Account while signed into Method.
Named (less than 20 licenses)
Each user that signs into Method is considered a “Named” license. This means that the active amount of users you have signing into Method needs to match the amount of licenses you have setup under My Account. This type of licensing applies if your account has less than 20 licenses.
Example: John, Sarah and Jim are all part of the Fox Services team. Each member of the team needs to sign in to Method to track their daily phone calls so they’ll need 3 “named” licenses. Later that month, Fox Services hires Russell who also needs to sign in to Method. At this time, they’ll need to increase the number of “named” licenses under My Account to 4.
Each user that signs into Method does not have their own license and instead shares licenses with other users. This allows you to create as many users as you like in Method. However, when a user signs into Method, a shared license must be available for them to use or they will not be able to sign in until another user signs out or becomes 'idle'. This means that the number of licenses determines how many users can actively be in Method at the same time.
Example: Fox Services has been using Method for their CRM and has recently increased their team to 30 employees. They currently have 20 licenses of Method which means that “Shared” licensing has been automatically selected for them. It is unlikely that all 30 employees will sign in at the same time since 10 employees work in the evenings. This means that Fox Services can save on their monthly subscription by increasing their staff without having to increase their licenses. If the time came where more than 20 employees needed to be signed in at the same time each day, Fox Services will bump up the amount of licenses as needed.
Q. Can I have shared licensing if I have fewer than 20 licenses? A. No. Shared licensing can only be used if your account has 20 licenses or more. If you try to lower the amount of licenses below 20, you will be asked to set some of your users to inactive. If you have fewer than 20 users, and are looking to save costs on users who rarely sign in, consider setting up a portal where unlimited staff can log into the portal. Keep in mind if you setup a portal, you have 500 free portal sessions per month, and then $0.15 per session thereafter.
Q. Do portal users count towards regular shared licensing users? A. No. They are independent from each other. You can have unlimited users sign in via a portal at any one time, regardless of your licensing model.
When it comes to shared licensing, what does it mean to be 'signed in' or 'idle'? It gets complicated, but the goal is to help you minimize licensing costs.
When you sign in under Shared licensing, a check is made to see how many users have signed in but have not signed out.
If there are fewer users signed in than your paid license count, then it permits you to sign in.
However, if the count of users currently signed in has reached your paid license count, a check is made to see if anyone is 'idle'. If anyone has signed in, but has not used Method for over 20 minutes, they are considered to be 'idle', and will be kicked out in order to let you sign in. If more than 1 user is idle, the user who is idle the longest will be kicked out. If no users are 'idle' then your sign in will be rejected.
The exception to the rule - if the account administrator needs to sign in, and the count of users currently signed in has reached your paid license count, they will kick out the user who has the longest time elapsed since they last used Method.