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Migrate Your Licenses for Insurance
Migrate your users from Managed Package Licenses (MPL) to Permission Set Licenses.
- Identify the permission set licenses that you want to assign to your users.
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Assign permission set licenses for the SKU to the user:
- From Setup, enter Users in the Quick Find box, then select Users.
- Select a user.
- n the Permission Set License Assignments section, click Edit Assignments.
- Select the permission set licenses for the SKU allotted to the user. For example, if you want to assign the Insurance Claims Management SKU to a user, then enable the Claims Management Package and Claims FNOL Community Package Permission set licenses.
- Click Save.
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Assign permission sets for the SKU to the user:
- From Setup, enter Users in the Quick Find box, then select Users.
- Select a user.
- In the Permission Set Assignments related section, click Edit Assignments.
- Select the permission sets specific to their permission set licenses to assign. For example, if you want to assign the Insurance Claims Management SKU to a user, then enable the Insurance Claim Management package and Insurance Claims FNOL Community Package permission sets.
- Click Save.
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Unassign MPLs from the user:
- From Setup, enter Installed Packages in the Quick Find box and then select Installed Packages.
- Click Manage Licenses next to the Vlocity Insurance package.
- Click Remove next to the user.
- Verify that the user can perform all the necessary actions with permission set licenses.
- After your users verify their access in the sandbox, run steps 1 to 5 in the production environment.
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