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Get a license

A license can reach you in three ways: you bought it, someone assigned it to you, or you were given a key to claim. This page covers each path, and the settings buyers can use to control how their keys are claimed.

You bought licenses

When the order is paid, your keys appear under Profile → Licenses. You then assign each key to the person who will use it, and optionally to an organization.

  1. Open the order from Profile → Orders, or open the licenses list at Profile → Licenses.
  2. Click Assign next to the key you want to attribute.
  3. Enter the email address of the person who will use the key.
  4. To bind the key to an organization, fill the Organization name and SIRET fields. Leave them blank if the key is personal. The two fields go together: a SIRET requires a name and vice versa.
  5. Submit the form. The key is now active for that email address.

Note

The assignee does not need a PI Project account at the time you assign the key. The email address is matched the next time they sign in or sign up.

You did not buy a license, but you need one

There are three ways to obtain one.

A buyer assigns you a license

If a buyer attributes a key to your email address, the key appears under Profile → Assigned licenses the next time you sign in. Nothing else is required from you.

You claim a key

If a buyer shares a key string with you (it has the format XXXX-XXXX-XXXX-XXXX):

  1. Open Profile.
  2. In Quick Actions, paste the key in the Claim a key field and click Claim.
  3. The key is linked to your account immediately, unless the buyer requires manual approval. In that case, the buyer is notified and you receive an email once they accept or decline.

You request a license from a buyer

If you do not have a key, ask a buyer to assign you one:

  1. Open Profile and click Request a license.
  2. Enter the buyer's email address and an optional message.
  3. The buyer is notified and can approve or decline from their own dashboard.

Warning

Pending requests are automatically removed after 7 days. If yours has not been approved by then, send a new one.

Advanced

Transfer the ownership of an order

If you bought licenses on behalf of a company you have since left, or you want a colleague to take over the management of an order, you can transfer the order to another PI Project account.

  1. Open your Profile and scroll to the Danger Zone.
  2. Find the line Transfer ownership of an order and click the Transfer button next to it.
  3. On the next page, select the order and enter the email address of the new owner.
  4. Both you and the new owner receive a confirmation email. The transfer is finalized when the new owner clicks the confirmation link, valid for 7 days.

After the transfer, the new owner holds the order and every key attached to it, including the right to assign and unassign them.

Claim and approval settings (buyers)

As a buyer, you control how your keys can be claimed. Open Profile → Requests and use the Claiming settings card.

  • Require manual approval for claims. Every claim creates a pending request that you must approve before the key is linked to the claimer. Applies to all your orders.
  • Allow overriding existing assignee without approval. A new claimer can replace the current assignee on a key without your prior approval. Off by default.
  • Email me when a key is claimed. You receive a notification on every successful claim. Suppressed when manual approval is required, since you already see those claims as requests.
  • Allow assignees to link an organization to their license. Lets the assignee attach a SIRET to the key from their own profile, without your involvement. Off by default.

The Require manual approval setting can also be overridden on a per-order basis from each order's detail page.

Need help?

Contact us at contact@pi-project.ai.