Outlook CRM Background
  1. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.
  2. Admin Center

    Administration Center


  3. Go to the Users section.
  4. Users


  5. Click Reassign Licenses.
  6. Reassign Licenses


  7. Select a user whose license you want to change and click the list in the License column. The checkbox shows you whether the user has this license (marked) or not (unmarked).
  8. Mark changes


  9. If you want to add a new license to the user (be sure you have a spare license to use; if you don’t have one, you will need to purchase it), mark the checkbox. If you want to remove a license from a user, unmark it.
  10. Warning
    If you remove a license from a user, modules that are related to the license will be hidden from this user. E.g. if you remove Sales from a user, he or she cannot use deals anymore.

    Changed licenses


  11. Confirm your changes by clicking OK.
  12. Confirm reassigning


  13. You can see current licenses right in the License column in the Users section.
  14. Licenses

Was it useful?

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table