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Settings — Software

The Settings ▸ Software page is the org-wide inventory of software subscriptions and seat licenses — who has which tool, on which account or seat. It is admin-only (Owner / Admin / HR Management). Members see a read-only view of their own assigned software under Profile ▸ General ▸ Assets.

Settings Software — Acme Financial Group demo tenant

  • Rollup cards — total seats, number of tools, and how many team members hold software.
  • By tool — a per-tool seat count.
  • Inventory list — every active seat with its tool, account email, username, license/seat label, and current holder. Filter by tool.
  • + Add software — pick a Tool (from your asset_software_name Managed List), then the account email, username, license/seat, and notes, and choose the team member it is assigned to. Every seat is assigned to someone — there is no unassigned pool (unlike hardware).
  • Reassign moves a seat to a different team member.
  • Edit updates its details; Remove deletes the seat from inventory.
  • Add one entry per seat so the per-tool counts reflect real license usage.
  • Reassign on role changes and remove on departure to keep license counts honest.
  • Manage the Tool options at Settings ▸ Managed Lists.
RoleViewManage
Owner / Admin / HR Management✓✓
MemberOwn assigned software (read-only, via Profile ▸ Assets)✗
SymptomMost likely causeFix
Tool dropdown missing an optionNot in the asset_software_name Managed ListAdd it at Settings ▸ Managed Lists
Per-tool count looks too lowMultiple users sharing one entryAdd one entry per seat instead
A departed member still holds a seatSeat not reassigned/removedReassign or Remove the seat