Managing Users & Licenses

Overview

Purchasing DayBack

DayBack for Salesforce

To purchase DayBack for Salesforce, you'll need our team's assistance to allocate new licenses to your Salesforce org. The general process is listed below:

1. Install DayBack in Your Salesforce Production Org

   Use this link to install DayBack from the AppExchange.

2. Open DayBack After Installation

   Once installed, open DayBack at least once so your activation is registered in our system. If you encounter any issues accessing DayBack, refer to the Authorizing Users and Troubleshooting Access Problems section below.

3. Contact Our Team

   After installation, reach out to our team with your Production Org ID and the number of licenses you’d like to purchase.

• We’ll create a new subscription for your requested license amount and follow up for payment.
• Once payment is received, we’ll allocate the purchased licenses to your DayBack account in Salesforce, making them available for you to assign.

4. Assign Licenses to Users

   After your licenses are added, you can assign them to users in Salesforce. Follow the steps in our Assigning Licenses to Your Users section below for detailed instructions.

DayBack for Google, FileMaker, and O365

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

Once your trial is active, log in to your account and go to Admin Settings. In the left-hand sidebar, select Users & Billing, then click Purchase DayBack to complete your subscription.

How many licenses should I purchase?

By default, DayBack will match the number of licenses in your purchase to the number of users you invited during your trial. You can adjust this number when finalizing your subscription, as shown in the video above.

If you reduce the number of users, DayBack will automatically deactivate the most recently invited users to match your purchased total. You can always deactivate or reactivate users as needed to ensure the correct ones remain active.

You can also add users at any time.

Adding, Inviting, and Removing Users

Inviting users and managing their access

Once you’re logged in as an administrator, you’ll have access to the Groups section in Admin Settings.

From there, you can view all users in your group and invite new users—up to the limit allowed by your license.

You can also manage user roles:

• Read-only users can view the calendar but cannot make changes.
• Admins have full access to settings and management options (you can have more than one admin).

Automatic User Creation in FileMaker

In FileMaker, you can configure DayBack to create user records automatically, so you don’t need to invite each user individually.

When this option is enabled, DayBack will automatically create a new user record for every FileMaker user who opens the calendar—until your subscription’s user limit is reached.

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, DayBack sends them an invitation email that includes:

• A notification of their invitation and your group’s name.
• Instructions for logging in with their email address.
• A temporary password generated by DayBack.

Once logged in, users can change their password in their Admin / Settings screen.

Adding more users to your plan

The number of users you can invite depends on your license.

You can see your available licenses at the top of the Users & Billing tab (for example, “4 remaining”).

During your DayBack trial, there are no user limits, so you can invite as many people as you’d like.

Increasing Licenses

To add more user licenses:

1. Go to the Users & Billing section.
2. Click Manage Subscription in the upper-right corner.
3. Then click Configure to adjust your license count.

Removing users

Note: You cannot delete or deactivate your own account.

Canceling or Pausing Your Account

For Non-Salesforce Users:

You can pause or cancel your account anytime from the Admin Settings section in DayBack. The short video below walks you through the process. Simply click “Manage Subscription,” then choose to pause or cancel your account.

Please note that DayBack does not issue refunds for unused time on monthly or annual subscriptions when an account is paused or canceled.

Managing Users & Licenses in DayBack for Salesforce

Assigning Licenses To Your Users

In DayBack for Salesforce, licenses must be purchased, allocated, then assigned to specific users:

1. Contact Us to Purchase

   DayBack is a Licensed Managed Package in Salesforce.

   When you install DayBack from the AppExchange, you’ll need to purchase the desired number of licenses directly from the developer, SeedCode.

   To begin the purchase process, simply contact our support team.

2. We Allocate Your Purchased Licenses

   Once payment is confirmed, our team will allocate the purchased licenses to your Salesforce organization. You’ll receive a confirmation once this step is complete.

3. Assign Licenses to Users

   After the licenses have been allocated, a Salesforce Administrator must assign them to specific users.

   Follow Salesforce’s official guide: Managing Licenses for Installed Packages to complete the assignment.

Managing DayBack Licenses in Salesforce

If all available licenses have been assigned but you need to give 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.

Authorizing Users and Troubleshooting Access Problems

If users are having trouble accessing DayBack, check the following areas:

1. Connected App Management

   When DayBack is installed, users can self-authorize by default. You can change this to allow only admin-approved users.

   • Follow Salesforce’s instructions for managing authentication on connected apps.
   • If you use custom profiles or permission sets, make sure DayBack is listed under “Assigned Connected Apps” for each relevant profile or permission set.

2. Visualforce Page Access

   Verify that DayBack’s Visualforce pages are enabled for all necessary profiles.

   • In Setup, search for Visualforce Pages.
   • Find “DayBack” (you can click “D” in the list header), then click Security next to the listing.
   • Add the appropriate profiles from the list on the left.

3. Apex Class Access

   Confirm that DayBack’s Apex classes are accessible to all relevant profiles.

   • In Setup, search for Apex Classes.
   • Find “DayBack,” click Security, and add the necessary profiles.
   • (If you’ve already granted access to the Visualforce pages, this step is often already covered.)

4. Tab Visibility

   Custom profiles may not have DayBack’s tab set to visible by default.

   • Set the DayBack tab to “Default On” for each relevant profile.
   • You can follow Salesforce’s guide: 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)

If you’re using the older DayBack Classic connecting to FileMaker CWP, follow these steps to enter your license information.

Note: DayBack for FileMaker 19 and later uses a new license management system, described at the top of this page.

After Purchasing Your License

When you purchase a DayBack Online license, you’ll receive an email containing your order number and license details. This information will also appear on-screen immediately after your purchase.

Here’s an example of what you’ll receive:

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

How to Enter Your License

1. Open DayBack and go to the Settings tab in the left-hand sidebar.

   Click Administrator Settings.

   Select the License and Billing tab on the left.

   Click Enter a New License.

   • If your DayBack trial has expired, you’ll also see this button when you start DayBack.
2. Paste your Order Number, Email, and Registered To name into the fields provided.
3. Click Activate.

Troubleshooting

• Activation Rejected:

  Make sure you don’t include labels like “Email:” or “Order Number:” when entering your information. Double-check that your order number is correct.

  Firewall Blocking Activation:

  Your company’s firewall may be blocking our activation server.

  To test this, open https://dayback.io/ in your browser.

  • If you see the DayBack logo and nothing else, your connection is working.
  • If not, ask your network team to whitelist our license server: dayback.io       .

• Still Having Trouble?

  Please don’t hesitate to contact us for help.