Managing Users & Licenses

Overview

Non-Salesforce DayBack Administrators can manage their DayBack subscription and invite other users to their group from the Admin Settings inside DayBack.

Purchasing DayBack

To purchase DayBack you'll first need to start a free trial subscription.

Once you have an active trial, log-in and head to Admin Settings and click on the "Users & Billing" tab in the settings left-hand sidebar. Once you're logged in, click "Purchase DayBack" and you're almost done. 

How many users to purchase

DayBack will initially set up your purchase with the same number of users you invited to your trial. You can adjust this number when finalizing your subscription, as shown above. If you reduce the number of users, DayBack will deactivate the most recently invited users to match the number of users you've purchased. You can then deactivate and reactivate users to ensure the correct users are active. Note that you can add users at any time.

Adding, Inviting, and Removing Users

Inviting users and managing their access

Once you've logged in as an administrator, you'll have access to the Groups section in admin settings. There you can see all the users in your group and invite as many users as your license supports. You can also decide which users only have read-only access, and which are DayBack Admins, as you can have more than one admin.

Automatic User Creation in FileMaker

In FileMaker, you can set up DayBack so that you don't need to invite users individually. 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 up Automatic User Creation and Sign-in for FileMaker.

New Users Receive an Invitation Email Along With Their Password

When you invite a new user to your group, DayBack will send them a short email notification. This email will inform them of their invitation and provide the name of your group. It will also include instructions for logging in using their email address and a password generated by DayBack. Once they log in, they can change this password on their Admin / Settings screen.

Adding more users to your plan

The number of users you can add to your group depends on your license. You'll see the number available licenses at the top of the "Users & Billing" tab (where it says "4 remaining" in the screenshot below). During your trial of DayBack, there are no user limits, so you can invite as many people as you'd like.

Increasing Licenses

To increase the number of users on your subscription, click "Manage Subscription" in the upper right of the Users & Billing section (screenshot above) and then click "Configure" as shown below.

Removing users

Canceling or Pausing Your Account

If you're a non-Salesforce user, you can pause or cancel your account at any time from the Admin Settings section inside DayBack. The short video below shows you how to do this. Click "Manage Subscription," and then click the pause or cancel button on your account.

Note that DayBack does not issue refunds for unused time on monthly or yearly subscriptions when you pause or cancel.

Managing Users & Licenses in DayBack for Salesforce

Managing DayBack Licenses in Salesforce

DayBack is a Licensed Managed Package in Salesforce. When you install DayBack from the AppExchange, you need to purchase a specific number of licenses directly from the package developer, SeedCode.

After we allocate new licenses to your Org, a Salesforce Administrator must assign these licenses to users within your organization. If you have assigned all available licenses but need to grant access to additional users, you have two options:

1. Reassign a License: You can reassign an existing license from one user to another.
2. Purchase More Licenses: To obtain more licenses, contact DayBack's support team and request an increase in the number of licenses allocated to your Org.

Once new licenses are purchased and allocated to your Org, follow Salesforce's instructions for Managing Licenses for Installed Packages to assign them to users.

Authorizing Users and Troubleshooting Access Problems

There are a few factors to consider when authorizing your users for DayBack. If you're encountering issues with user access, we recommend following these steps:

1. Connected App Management: When you installed DayBack, the default setting allows users to self-authorize. You can change this to permit only admin-approved users. Follow Salesforce's instructions on managing authentication for connected apps to change this setting. Note that if you have custom profiles or permission sets, you'll need to specify which ones are allowed to use DayBack. To do this, go to each custom profile and permission set and edit its "Assigned Connected App" list to include DayBack.
2. Visualforce Pages: Ensure DayBack has access to its Visualforce Pages and that they are enabled for all profiles. Search for "Visualforce Pages" in the Setup menu, find "DayBack" in the list (click "D" in the list header), and click "Security" beside the DayBack listing. Add the relevant profiles from the list on the left.
3. Apex Class Access: Make sure DayBack has access to its Apex classes and that they are enabled for all profiles. Search for "Apex Classes" in the Setup menu, find "DayBack" in the list (click "D" in the list header), and click "Security" beside the DayBack listing. Add the relevant profiles from the list on the left. If you have already given access to the Visualforce Pages, this step is likely covered.
4. Tab Visibility: Custom profiles may not have tab visibility for DayBack by default, which can prevent users with these profiles from accessing the DayBack app. Ensure DayBack is set to "Default On" under the tab settings for the assigned profile. Salesforce's instructions for modifying tab permissions can be found here: Show or hide Tabs for Users.

Modifying Your Billing Information, Adding More Licenses, and Cancelling

If you need to modify your DayBack subscription—such as adding or reducing the number of users or canceling your subscription—please call or email us directly. You can reach us at 855-733-3263, via email at [email protected], or through our support page.

Entering a Licenses in DayBack Classic (for FileMaker 13-18)

For users of the older DayBack Classic connecting to FileMaker CWP, here’s how to enter your license information. Note that the new DayBack for FileMaker 19 and higher uses a different license management system, described at the top of this page.

Once you’ve purchased a license for DayBack Online, you will receive an email with your order number and license information. This information will also appear on-screen immediately after your purchase. Here’s an example of what you’ll need:

• Order Number: SEE150502-3088-13105
• Email: [email protected]
• Registered To: MyCompany, Inc.

To enter this information:

1. Navigate to the "Settings" tab in DayBack's left-hand sidebar.
2. Click the "Administrator Settings" button.
3. Select the "License and Billing" tab on the left.
4. Click the "Enter a New License" button.

If your DayBack trial has expired, you may see this button when you start up DayBack.

Paste your order number, email, and registered-to name into the fields provided and click "Activate".

Troubleshooting

• If your activation is rejected, ensure you haven’t included labels like "Email: " in your submission, and verify that your order number is correct.
• If your company firewall blocks access to our activation server, try to open https://dayback.io/ in your browser. You should see our logo and nothing else. If you don't see our logo, ask your network team to "whitelist" our license server: dayback.io.

If you continue to experience issues, please don’t hesitate to contact us.