About License Groups

A license group is the means by which you connect the Personalize user licenses included in your purchased plan with the team members you want to include in the group and the devices on which you want to use Personalize. License group members consist of users and admins. Group members with the User role can belong to only one group at a time. Admins can belong to multiple license groups, each with their own set of user licenses, members, and devices. However, most organizations will require only one license group to manage their Personalize licenses.

The purchase of Personalize’s Follow-You Persona license plan creates a license group. The user who redeems the purchase code during the purchase process becomes the group owner. The group owner is the initial admin of the license group. Admins can invite others to join the group, granting each invitee one or more roles in the group.

Note: Anyone can acquire the free Personalize app, install it on a device, create a personalized UI for that device, and access it each time they authenticate at the device. However, to take advantage of the capabilities of Personalize’s Follow-You Persona service such as access to the Personalize portal, users must belong to a Personalize license group.

Elements of a License Group

License groups consist of the following:

  • Licenses - A pool of Personalize user licenses available for issue to group members. The number of licenses is determined by the Personalize plan you purchase, and is displayed at the License Usage field on the Reports page in the portal’s Admin area.

  • Members - Members of a license group appear on the Users page in the Admin area. Membership of a license groups consists of the following:

    • Active members - Members who have accepted their invitation to join the group. Active members must have a role currently assigned to them.

    • Pending members - Members invited to join but who have not yet accepted. Pending members do not consume licenses.

  • Roles - Each invitation to join a license group includes a role assignment for the invitee. Upon accepting the invitation to join the group, the new member assumes their assigned role. Each member’s role appears on the Users page in the Admin area. The following roles are available:

    • User - The User role enables the group member to access the My Persona portion of the Personalize portal, where they can create personalized UIs that follow them to any Personalize device. The User role consumes a license.

    • Admin - Admins can access the Admin area of the Personalize portal. The Admin role does not consume a license.

    • User/Admin - This combination of roles provides access to both the My Persona and Admin sections of the Personalize portal. The User portion of this role combination consumes a license.

  • Devices - Personalized UIs follow group members to any device in the group. Devices in a license group do not consume licenses. A group’s devices appear on the Devices page in the Admin area.

  • Your preferences for populating the license group - Admins can use the Settings (Admin) page to populate the group with members and devices both manually and/or through Auto-assign.

Notes:

  • Personalize user licenses, devices, and members with the User role can belong to only one license group at a time.

  • Members with the User role only can leave their license group via the Settings (User) page on the Personalize Portal.

  • Personalize admins can transfer user, device, and group default UI data from one license group to another.

Leaving a License Group

A group member may want to leave a license group, or an admin may want to remove a member from a group, for example so the member can join another group. The process of leaving a group is affected by the member’s role. The following lists the options available to group members, organized by role:

  • User role

    • Admins can remove members with the User role (except for the group owner) from their group via the Users page.

    • Users can remove their User role via the Settings (User) page. Once removed, no roles remain for the member. Shield Guard automatically removes members from the group who have no roles.

  • User/Admin role

    • User/Admins can remove any User/Admin (except the group owner) from their group via the Users page.

    • User/Admins can remove the User portion of their role via the Settings (User) page. However, since the Admin portion of the role remains attached, the member assumes the role of Admin and, as such, their membership in the group. To remove a User/Admin, admins can use the Users page.

  • Admin role

    • Admins can remove any Admin (except the group owner) from their group via the Users page.

    • Users cannot remove the Admin role from group members. Only Admins can remove the Admin role from a group member.