Workspaces Licenses

Licenses are applied to number of Workspaces owners (per Site), not the number of Workspaces created. For example, in the EFT 30-day trial, you have a 100-seat license, so 100 users can create Workspaces; there is no limit to the number of Workspaces each owner may possess. You can allow or deny Workspaces creation to specific users.

  • If you are using an EFT version prior to 7.4.7, you should disallow the creation of Workspaces on Guest users Settings Template >Connections tab to ensure that Workspaces license are available for internal users.

    • After a guest has been invited to join a Workspace and has created an account and logged in, the guest account will appear (if so configured) in the Guest Users Settings Template. In EFT versions prior to 7.4.7, this account will consume a Workspaces licenses until you disallow the creation of Workspaces on that account or in the Settings Template.

    A Workspaces license is consumed for each Drop-off portal message no matter how many recipients the message has. A license is not consumed on replies. A license is not consumed on Send Portal messages. You can avoid Workspaces licenses being consumed by the Drop-off portal by disabling the Drop-off portal. It is not enabled by default.

    When someone uses the drop-off portal, that "someone" becomes a "Workspaces owner." This is because behind the scenes, a temporary, anonymous account is created to host the Workspace, thus consuming a license (assigned to that account). Once the space expires, the anonymous account is also removed, and the license is released to the pool.

  • The Site's General tab displays how many licenses are consumed (assigned) and how many remain.

 

Workspaces are viewed and created in the Web Transfer Client (WTC); therefore, if a user does not have access to the Web Transfer Client, the user cannot create or access a shared Workspace. If the user cannot access the WTC, the "plain text client" (PTC) appears when the user logs in. Starting in EFT v7.4.6, during the EFT 30-day trial, you can have up to 100 Workspaces owners.

Workspaces Licensing versus Web Transfer Client Licensing

Workspaces are viewed and created in the Web Transfer Client (WTC); therefore, if a user does not have access to the Web Transfer Client, the user cannot create or access a shared Workspace. If the user cannot access the WTC, the "plain text client" (PTC) appears when the user logs in.

The flowchart below describes what occurs when a user logs in to EFT in a browser.

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