Managing Users & Licenses
DayBack for Salesforce relies on the Salesforce App Exchange to allocate users. More on that below.
In this article
To purchase DayBack you'll first need to start a trial. If you have one gong already, log-in and head to admin settings and click on the "Users & Billing" tab in the settings left-hand sidebar. (If you don't have a trial, please start one here.)
Once you're logged in, click "Purchase DayBack" and you're almost done.
How many users to purchase
Note that DayBack will set up your purchase with as many users as you've invited to your trial: you can change that number of users when finalizing your subscription as shown above. If you reduce the number of users, DayBack will deactivate the last few users you've invited so that the number of active users matches the number of users you've purchased. You can then deactivate and reactive users until you have the correct users active. Note that you can add users at any time.
Adding, Inviting, and Removing Users
Inviting users and managing their access
Note: Managing users is a bit different in Salesforce where DayBack picks up the permissions you've assigned in your org. Scroll down for Salesforce-specific instructions.
You can also decide which users are also DayBack admins (you can have more than one) and which users have read-only access.
In FileMaker, you can set up DayBack so that you don't need to invite each user. With this enabled, FileMaker will create a new user record for each FileMaker user who visits the calendar, until you exceed the number of users in your subscription. Learn how to set that up here: creating and signing-in users automatically in FileMaker.
When you invite a new user to your group DayBack will send them a short email letting them they've been invited and telling them the name of your group. The email also contains instructions for logging in using their email address and a new password created for them by DayBack. Once they log in they'll be able to change this password on their own Admin / Settings screen.
Adding more users to your plan
Note: Removing and deactivating users here won't automatically change the number of users billed on your subscription. That number is always shown here as "X user licenses purchased" at the top of the screen. Click "Manage Subscription" then "Configure" to increase or decrease the number of users on your plan.
Canceling or Pausing Your Account
You can pause or cancel your account at any time from the admin settings section inside DayBack. The short video below shows you how. Click "Manage Subscription" and then click the pause or cancel button on your account. Note that DayBack does not issue refunds for the unused time on monthly or yearly subscriptions when you pause or cancel.
Salesforce users will want to contact us in addition to uninstalling the DayBack package to cancel their account-- unfortunately, there is no way to do this from inside Salesforce.
Managing Users & Licenses in DayBack for Salesforce
When using DayBack for Salesforce, you won't see any of the user management screens shown above since Salesforce manages the allocation of users and their permissions.
Assigning Licenses to Users
If you don't see DayBack after you've purchased your license, or you see "insufficient privileges" beside your user account, it may be that you just need to assign DayBack to specific users. Here is how Salesforce describes this:
When you install a licensed managed package in your organization from AppExchange, you purchase a certain number of licenses from the package developer or publisher. You can assign each license to a user within your organization. If you assign all available licenses, but would like to grant licenses to additional users, you can reassign a license or purchase more. To get more licenses, contact the publisher of the managed package.
Their instructions for assigning users can be found here: Managing Licenses for Installed Packages
When you installed DayBack the default is for users to self-authorize, but you can change this to permit any admin-approved users to use DayBack. To change this, search for "Manage Connected Apps" from the Setup menu and click "Edit" beside DayBack's listing. Under "Permitted Users", change the value to "Admin-approved users are pre-authorized". You can then add Profiles and Permission Sets to the app on the lower part of the page.
If you're using custom profiles, you'll need to teach DayBack which profiles are allowed to use it.
To do this, search for "Visualforce Pages" from the Setup menu. Find "DayBack" in the list (click "D" in the list header) and click "Security" beside the DayBack listing. Add any profiles that should be able to use DayBack from the list at the left.
Tab Visibility: Custom profiles may not have tab visibility of DayBack by default. This will prevent users with this profile from accessing the DayBack app. To fix this, make sure DayBack is set to Default On under the tab settings for the assigned profile.
You can find Salesforce's instructions for modifying tab permissions here: Show or hide Tabs for Users
Modifying Your Billing Information, Adding More Licenses, and Cancelling
While you start your DayBack trial via App Exchange, please call or email us for any modifications to your subscription--including adding or reducing the number of users, or canceling your subscription. You can reach us at 855-733-3263, by email at [email protected], or here.
Entering a Licenses in DayBack Classic (for FileMaker 13-18)
Here's how to enter your license for the older DayBack Classic connecting to FileMaker CWP. (The new DayBack for FileMaker 19 and higher uses the license management described at the top of the page.)
Once you've purchased a license to DayBack Online you'll receive an email with your order number and license information (this info also appears on screen as soon as you complete your purchase). Here's an example of the info you'll want to paste into DayBack Online:
Email: [email protected]
Registered To: MyCompany, Inc.
To enter this information, navigate to the "Settings" tab in DayBack's left-hand sidebar and then click the "Administrator Settings" button. You'll see a "License and Billing" tab on the left. Click that and you'll see your current billing status and a button for entering a new license. (If your DayBack trial has expired you may see this button when you start up DayBack.)
Past your order number, email, and registered-to name into the fields provided and click "Activate".
If your activation is rejected it may be that you included labels like "Email: " in your submission, or simply mistyped your order number.
In rare cases, your company firewall may block access to our activation server. To see if this is the case, try to open https://dayback.io/ by hand. You should see our logo and nothing else: if you don't see our logo you'll likely need to ask your network people to "whitelist" our license server: dayback.io
If none of this is helping, please don't hesitate to get in touch.