Assigning QuoteX Licenses

Published on May 26, 2026 QuoteX

How to Assign QuoteX Licenses to Users

Overview

QuoteX is a managed package, so users need a license before they can use it. This guide walks you through assigning QuoteX licenses to users from the Installed Packages page in Salesforce Setup.

Prerequisites

Step-by-Step Procedure

Step 1: Log In to Salesforce. Go to your company's Salesforce login page and log in with your System Administrator credentials. Make sure you are in the correct environment (Production or Sandbox) where the package is deployed.

Step 2: Navigate to Installed Packages.

1. Click the Gear Icon in the top-right corner of the global navigation bar.
2. Select Setup.
3. In the left-hand navigation panel, find the Quick Find search box.
4. Type Installed Packages and click the matching result under the Apps section.

Step 3: Locate the QuoteX Package. Review the list of managed packages in your org and find the entry named QuoteX.

Step 4: Click Manage Licenses. To the left of the QuoteX package name, click the Manage Licenses link. This opens the license assignment page.

Step 5: Open the User Selection Screen. At the top of the License Overview page, click Add Users. This displays a list of all active users in your org who do not yet have a license.

Step 6: Select and Assign Users.

1. Check the box next to each user you want to license.
2. (Optional) Use the search bar or alphabetical filters to find specific users quickly.
3. When all intended users are selected, click Add at the bottom of the user selection screen.

Step 7: Verify the Assignment. The page refreshes and shows the updated user list. Confirm that the selected users now appear in the assigned list and that your remaining license count has decreased accordingly.

Knowledge Article Number: KA-00340