Adding a Paid User for the Salesbolt Chrome Extension

You can change any Salesbolt Extension User from Free to Paid, or Paid to Free, at any time. You can do so from the Salesbolt Extension Billing Section

This requires you to have installed the Salesbolt Chrome extension, connected to Salesforce, and that you have "Modify All Data" in your Salesforce profile.

First, navigate to the Billing tab via the Chrome Extension.

Changing a Salesbolt user from Free (Lite) to Pro, or Pro to Free (Lite).

First, find the user in question. You might want to use the Search Functionality. Then click Edit on the user.

Change their License, and Save.

Your users must Install and Connect to Salesforce via Salesbolt first

Only Users who have installed and connected Salesbolt to Salesforce have a working edit button. If they haven't installed and connected, the Edit button will show a message that the user has to install and connect first.

To do so, ask your user to install the Salesbolt Chrome Extension and connect to Salesforce. They will immediately be given a Lite (Free) license. Then when you go to the Billing page, that User will have an Edit button, and you can convert them from Free to Paid.

You need enough Salesbolt Pro Licenses

If you don't have enough licenses, you won't be able to add more users past your limit. You can choose one or both of these options:

• Purchase more licenses through Salesbolt: Get in touch!
• Make some of your Pro users Lite (Free) users and assign the now available license(s) to another user(s).

You can see the total Extension Licenses purchased in your Salesbolt Billing Tab (see below).