A client licence gives a portfolio full access to Recap's features, including viewing calculated gains and losses and downloading tax reports.
Once you've purchased licences from the Plans & Licences screen, you can assign them to clients directly from the Clients page.
Assigning a licence
Select Clients from the left-hand menu.
Find the client you'd like to assign a licence to. Their Licence column will show No licence with an Assign button if none has been assigned yet.
Click Assign.
Select the licence type you'd like to assign and confirm.
If you have no licences available, the screen will show a Buy licences button which takes you directly to the Plans & Licences screen to purchase some first.
⚠️ When assigning a licence to a client-owned portfolio, you are licensing it on behalf of your client. The portfolio data remains theirs.
Removing a licence
To remove a licence from a client:
Select Clients from the left-hand menu.
Find the client and click the ··· menu shown on the right side of their row.
Select Release licence and confirm.
Removing a licence frees it up so it can be reassigned to another client. The client's portfolio data is unaffected.