Installation license

Goal. Activate the device's license with the purchase details, know the plan and its limits, follow the maintenance term and transfer the license to a new device.

Prerequisites. The Administrator role. It opens from "Settings" › "License". The email and the activation code appear in the purchase; with a license key, activation also works without contacting the provider.

Status and plan

The screen states "Active license", "No license configured", "License expired", "Invalid license" or "License from another installation", and shows:

• "Plan": "Basic", "Pro" or "Unlimited"; "No restrictions" when the license sets no limits.
• "Licensed to" and "Expires".
• "Users", with "N of M active" or "N active · no limit"; "Companies", with "Up to N"; and "AI agent", "Included" or "Not included in this plan".
• "Maintenance and service until": it includes new versions and the channels that operate through Zevli Connect, WhatsApp, Google, Microsoft and email. If it is not renewed, those channels stop working after a 30-day grace period; the CRM and the data remain on the device. Once expired, the date carries the "(expired)" mark.

Activating for the first time

Until the license is active, the CRM shows "License activation" on entry. Only an administrator can activate it; other members see "This installation's license is not yet active. Please ask an administrator to activate it in order to sign in." and "Sign out".

1. Type the "Purchase email" and the "Activation code", both from the purchase. They are sent to the provider solely to retrieve the license; no customer data is transmitted.
2. Click "Fetch my license". After "Retrieving…", the CRM confirms with "License activated" and opens the application.

If the provider supplied a key, "Activate with a license key" shows the "License key" field: paste it in full, with no spaces, and click "Activate license". It takes effect immediately, with no restart.

Transferring the license to a new device

If fetching the license shows "This purchase already has an active license on another installation. If you changed devices, you can transfer it to this one.", use "Transfer the license to this device". The provider sends a confirmation email: "A confirmation email has been sent to …. Confirm the transfer from that message and then select “Fetch my license”.". Once confirmed, the previous device loses its connection to WhatsApp, Google, Microsoft and email. A transfer can only be repeated after 90 days. The full procedure, including restoring the data, is in the "New equipment and transfer" category.

Changing or removing the license

"Change license" shows the form again to activate another. "Remove" withdraws the current one and warns: "The installation will be LOCKED and nobody will be able to sign in until another license is activated. Only proceed if you are going to activate a different license."; it confirms with "License removed".

On installations where the provider set the license on the server, the screen says so and allows no changes from the application.

Troubleshooting

• "Please verify the email and the activation code." One of the two does not have the expected format.
• "No active purchase was found with that email and activation code." Check the details in the purchase email or contact your provider.
• "This installation is not registered with your provider. Please use a license key to activate it." Activate with the key you were given.
• "This installation's license was revoked by your provider. Please contact them before trying again." Only the provider can lift the revocation.
• "Your provider could not be reached at this time. Please try again in a few minutes." Check the device's internet connection and retry.
• "Too many consecutive attempts were made. Please wait a minute and try again." Wait before retrying.
• "The key does not have the format of a license. Please copy it in full, with no spaces." or "The key signature is not valid." The key was copied incompletely or is not from this provider.
• "The license was issued for another installation and is not valid on this one." Each key is valid only on the device it was issued for; request the right one or transfer the license.