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Salesforce - How to manage Tuvis users
Salesforce - How to manage Tuvis users
Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago

To get started, follow these steps to open the Tuvis Engage app:

  1. Go to the Salesforce app launcher.

  2. In the search bar, type "Tuvis Engage" and open it.

  3. Now, click on Tuvis Users tab:

Upon accessing the Users Management section, you will immediately notice information about the licenses available for your organization. Located on the right side of the interface, you will find the following details:

  1. "Licenses in Use": This indicates the number of licenses currently being utilized by your organization.

  2. "Total Licenses": This shows the total number of licenses allocated to your organization.

    For instance, let's consider an example where your organization possesses 100 licenses in total. Out of these, 23 licenses are currently in use.

In the "Active SF" column, you can view the status of users as active or inactive within Salesforce. Please note that this information cannot be modified from Tuvis Users tab.
The column serves as a reference to indicate whether a user is actively using Salesforce or not.

The "Active Tuvis" column displays the status of users in terms of their consumption of Tuvis licenses. From this column, you have the capability to activate or deactivate users.

Please note that activating or deactivating a user in this column directly affects their license consumption within Tuvis.

To filter the list of users specifically by Tuvis active users, you can use the filtering functionality provided in the Tuvis Engage app:

To extract a list of users, click on the download button:

To search for specific users within the Tuvis Engage app, you can utilize the search bar:

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