> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Polarion License Types

> Nextedy RISKSHEET requires a Risksheet-specific license, and Polarion ALM license types affect what each user can do inside Risksheet.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## Licensing Model Overview

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/yWl5nA2D0IzEnZC1/risksheet/diagrams/reference/compatibility/license-types/diagram-1.svg?fit=max&auto=format&n=yWl5nA2D0IzEnZC1&q=85&s=e3981ef537dc2eddf5c82ee95f509bbe" alt="diagram" style={{ maxWidth: "480px", width: "100%" }} width="480" height="260" data-path="risksheet/diagrams/reference/compatibility/license-types/diagram-1.svg" />
</Frame>

<Warning title="Server Users vs. Polarion Licenses">
  Risksheet licenses count **all registered users on the Polarion server**, regardless of whether those users hold a Polarion ALM license. A server with 203 registered accounts requires a Risksheet license for 203 server users, even if only 50 of those accounts have active Polarion licenses. This is the most common source of licensing confusion.
</Warning>

## Three-Tier Usage Model

Risksheet defines three usage levels, each requiring a different combination of Polarion license type and Risksheet permissions. Polarion's standard permissions and authorization rules always apply on top of these tiers.

| Usage level           | What the user does                                                                                                                              | Polarion license required                                                                                                              | Risksheet access required                                                      |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------ |
| **Viewer / Reviewer** | Opens the Risksheet document, reads the interactive risk table, navigates upstream and downstream links, adds review comments                   | Any Polarion license, including **REVIEWER**                                                                                           | Read-only access (not in `nextedy_risksheet_users` group, OR REVIEWER license) |
| **Author**            | Edits existing risk items, fills in severity/occurrence/detection ratings, creates new rows, links upstream and downstream items, runs formulas | **ALM**, **Requirements**, or **QA** license = full edit access. **PRO** license = modify existing lines only (cannot create new rows) | Member of the `nextedy_risksheet_users` group                                  |
| **Administrator**     | Configures the sheet configuration, manages templates, sets up `nextedy.risksheet.*` properties, assigns users to groups                        | Polarion license with administrative permissions (typically ALM)                                                                       | Polarion admin permissions on the target project or globally                   |

<Warning title="PRO License Limitation">
  A Polarion **PRO** license holder added to the `nextedy_risksheet_users` group can **modify existing Risksheet lines only** — they cannot create new rows. To author new risk items (failure modes, hazards, threats), the user must hold an **ALM**, **Requirements**, or **QA** license. **REVIEWER** license holders are always read-only in Risksheet, regardless of group membership.
</Warning>

### Connect License for System-Wide Access

Nextedy provides a single **Connect license** that grants system-wide Risksheet access to all server users without requiring named-user assignment. Connect is intended for environments where every Polarion user needs at least read access to risk analysis content. Editing capability still depends on the user's Polarion license type per the table above (PRO holders can modify existing rows, REVIEWER holders remain read-only).

## Key Licensing Concepts

| Concept                      | Definition                                                                                                                                                                                                                                                                                       |
| ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Server users**             | Total count of all registered user accounts on the Polarion server. This is the number Risksheet uses to validate the license.                                                                                                                                                                   |
| **Polarion license holders** | Users who hold an active Polarion ALM license (REVIEWER, PRO, ALM, Requirements, QA, Enterprise, etc.). The license **type** determines what those users can do inside Risksheet (see the three-tier table above). The license **count** is irrelevant to Risksheet's own user-count validation. |
| **Named / Active users**     | Users explicitly added to the `nextedy_risksheet_users` group. These users can edit Risksheet data, subject to their Polarion license type. The number of named users must not exceed the licensed named user count.                                                                             |
| **Read-only users**          | All server users who are **not** in the `nextedy_risksheet_users` group, plus REVIEWER license holders even when in the group. These users can view Risksheet data but cannot edit.                                                                                                              |
| **SMB discount**             | A pricing tier that requires the Polarion server to have 50 or fewer total registered server users.                                                                                                                                                                                              |

## License Types

### Named User License

A named user license grants editing access to a specific number of users. The license specifies:

* **Server user limit** — maximum total registered users on the Polarion server
* **Named user limit** — maximum number of users in the `nextedy_risksheet_users` group who can edit

Users not in the active user group receive read-only access. Users in the group are subject to their Polarion license type (ALM/Requirements/QA = full author access, PRO = modify existing rows only, REVIEWER = read-only). The license is validated against the total server user count, not the named user count alone.

### Connect (System-Wide) License

A Connect license grants Risksheet access to all server users on the Polarion server without requiring per-user assignment to the `nextedy_risksheet_users` group. Each user's editing capability is determined by their Polarion license type per the three-tier model.

### Evaluation / Trial License

Evaluation licenses provide Risksheet functionality for a limited time period. Key characteristics:

* Editing access for users during the evaluation period, subject to their Polarion license type
* No named user group configuration required
* Evaluation licenses do **not** enable Powersheet integration features

<Info title="Verify in application">
  Specific evaluation license duration and renewal policies should be confirmed with Nextedy sales or the license management page in your Polarion instance.
</Info>

### Production License

Production licenses are permanent (non-expiring) licenses tied to a server user count. They enable all Risksheet features including Powersheet integration when a valid Powersheet production license is also present.

## Active User Assignment

### User Group Configuration

Active (editing) users are managed through a dedicated Polarion user group:

| Group Name                 | Product    | Purpose                                                                                        |
| -------------------------- | ---------- | ---------------------------------------------------------------------------------------------- |
| `nextedy_risksheet_users`  | Risksheet  | Users who can edit Risksheet data (subject to Polarion license type)                           |
| `nextedy_powersheet_users` | Powersheet | Users who can edit Powersheet data (required when Powersheet is installed alongside Risksheet) |

Users are added to the group by their email addresses. Any server user not in the appropriate group receives read-only access and sees the message:

> "You have read-only access only. (Reviewer License)"

A user in the `nextedy_risksheet_users` group with a Polarion **PRO** license can still edit existing rows but cannot create new ones — Risksheet enforces this restriction at the row-creation level.

### Access Control Matrix

| Polarion license                      | In `nextedy_risksheet_users` group? | Risksheet license valid? | Access Level                            |
| ------------------------------------- | ----------------------------------- | ------------------------ | --------------------------------------- |
| ALM / Requirements / QA               | Yes                                 | Yes                      | Full author access (create + modify)    |
| PRO                                   | Yes                                 | Yes                      | Modify existing rows only (no creation) |
| REVIEWER                              | Yes                                 | Yes                      | Read-only                               |
| Any                                   | No                                  | Yes                      | Read-only                               |
| Any                                   | Yes                                 | No (expired / exceeded)  | Read-only                               |
| Any                                   | No                                  | No                       | Read-only                               |
| Not registered on the Polarion server | N/A                                 | N/A                      | No access (Polarion login required)     |

Polarion's standard authorization rules (project permissions, work item type permissions, workflow status restrictions) apply on top of every row in this table.

## Powersheet Integration Licensing

Risksheet automatically detects if Powersheet is installed and checks its license status. The interaction between the two products affects available features:

| Risksheet License | Powersheet License | Behavior                                                                               |
| ----------------- | ------------------ | -------------------------------------------------------------------------------------- |
| Valid production  | Valid production   | Risksheet operates with enhanced metadata configuration, unlocking additional features |
| Valid production  | Evaluation/trial   | Risksheet operates in standard mode; Powersheet enhancements not enabled               |
| Valid production  | Not installed      | Risksheet operates in standard mode                                                    |
| Valid production  | Expired            | Risksheet operates in standard mode; Powersheet features automatically disabled        |

<Note title="Automatic Feature Adjustment">
  License changes are detected automatically. When a Powersheet license status changes (activated, expired, or upgraded from evaluation to production), Risksheet features adjust accordingly. The configuration manager maintains separate license tracking for Risksheet and Powersheet, tracking server users and configured named users for both products independently.
</Note>

### User Group Alignment After Upgrades

When Powersheet is installed alongside Risksheet (particularly after upgrading to v25.11.0 or later), named users must be present in the `nextedy_powersheet_users` group for license alignment to work correctly. If only the `nextedy_risksheet_users` group exists, the license page may show 0 named users.

## License Validation Parameters

The license validation system tracks the following metrics:

| Parameter                   | Description                                                                            |
| --------------------------- | -------------------------------------------------------------------------------------- |
| Server users                | Total registered users on the Polarion server                                          |
| Configured named users      | Number of users in the `nextedy_risksheet_users` (or `nextedy_powersheet_users`) group |
| Configured concurrent users | See application for concurrent user licensing details                                  |
| License expiration          | Date when the license becomes invalid (evaluation licenses only)                       |
| Product version             | Risksheet version string including build metadata                                      |

## License Page Information

The Risksheet license page (accessible through **Administration > Nextedy Risksheet > Setup**) displays:

* Current license type and expiration date (if applicable)
* Total server user count
* Number of configured named users from the user group
* License validity status
* Risksheet version information
* Powersheet license status (if installed)

## Common Licensing Scenarios

### Scenario: More Server Users Than Licensed

A Risksheet license for 100 server users is installed on a Polarion server with 150 registered accounts. Result: the license validation fails, and all users receive read-only access regardless of user group membership or Polarion license type.

**Resolution:** Either clean up inactive server user accounts to bring the count below the licensed limit, or upgrade the license to cover the actual server user count.

### Scenario: PRO User Cannot Create New Rows

A user in the `nextedy_risksheet_users` group can edit existing risk items but the **Add row** action is unavailable.

**Cause:** The user holds a Polarion **PRO** license. PRO restricts Risksheet editing to existing rows only.

**Resolution:** Assign the user an ALM, Requirements, or QA Polarion license if row creation is required.

### Scenario: Named Users Cannot Edit At All

Seven users are in the `nextedy_risksheet_users` group but cannot save any changes. The license page shows the correct named user count.

**Possible causes:**

* The total server user count exceeds the licensed Risksheet limit
* The users hold REVIEWER Polarion licenses (always read-only)
* The document is in a historical revision (forces read-only)
* Polarion project permissions restrict editing for those users
* A Polarion service restart is needed after group changes

### Scenario: Post-Upgrade License Shows Zero Named Users

After upgrading Risksheet to v26.1.0 with Powersheet also installed, the license page shows 0 named users despite users being in the `nextedy_risksheet_users` group.

**Resolution:** Create a `nextedy_powersheet_users` group and add all users from `nextedy_risksheet_users` to it. The license alignment requires both groups when both products are installed.

## See Also

* [License Validation Errors](/risksheet/troubleshooting/license-validation-errors) — troubleshooting license issues
* [Installation](/risksheet/getting-started/installation) — initial Risksheet setup
* [Polarion Version Compatibility](/risksheet/reference/compatibility/polarion-versions) — supported Polarion versions
* [Configuration Properties Index](/risksheet/reference/configuration/properties-index) — all configuration properties

<LastReviewed date="2026-06-29" />
