Managing and assigning licenses for others

Learn how to assign and manage SecureMailMerge licenses for team members in your organization on the licensing server (licensing.solinventum.com).

Updated October 2026

Assign one license to each person who sends campaigns, using their own email address, on the licensing server (licensing.solinventum.com). This is the assignment process for both website and Microsoft AppSource purchases. Installing or deploying the add-in is a separate step and does not assign a license.

Before you start

Sign in with the account that purchased the subscription, or a delegated administrator allowed to assign licenses. A Microsoft 365 administrator does not automatically own the subscription: use the purchasing account or ask its owner to delegate license management.

Have the email addresses of the people who will send ready, and check that your subscription has enough unassigned licenses. If a Microsoft purchase is missing from your dashboard, link the Azure Marketplace purchase.

Assign licenses

1. Log in to the licensing server with the subscription owner or delegated account.
2. Open the subscription you want to use.
3. In its action menu, choose “Assign New Licenses”.
4. Enter the email addresses, one per line.
5. Leave “Send welcome email to newly assigned users” selected if you want users to receive installation instructions. Clear it if you will notify them yourself.
6. Click “Assign Licenses” to complete the assignment.
7. Ask each user to open or restart SecureMailMerge and send a test message to check that the promotional footer is gone.

You do not need the add-in installed on your own account to manage licenses. If the footer remains, check the account and license assignment.

Remove or reassign a license

Open the subscription’s action menu and choose “View License Assignments”. Select the address to remove and choose “Unassign”, then follow the confirmation. Use the assignment steps above to assign the freed license to another address. Removing an assignment does not cancel your subscription or reduce the number of licenses you pay for.

If a newly assigned license cannot be removed yet, wait until one hour after its assignment and try again. This waiting period applies to subscriptions that are more than a day old.

Reassigning a license changes who can send without the footer.

The license follows the person who is signed in and sending. If you send as a shared mailbox, assign the license to the person sending, not to the shared mailbox address. The shared mailbox needs no license. It does not change the subscription owner. See transferring a license and changing ownership for that distinction.

Add more licenses

• Bought on our website (card or PayPal): open the subscription on the licensing server and choose “Change License Quantity”. Review the billing change before confirming, then assign the new licenses. Increase the existing subscription instead of buying a second one.
• Bought through Microsoft AppSource (Microsoft 365 billing): change the subscription quantity in the Microsoft 365 admin center under “Billing” > “Your products”, then return to the licensing server to assign the licenses.

For invoices, payment details or cancellation, follow the billing path for your purchase route.