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Add-On Management

Add and manage licenses for devices and applications that integrate with your Kno2 Connected™ app.

Written by Stacy Lane

This article explains how to add licenses and manage devices and applications in your Kno2 Connected™ app. You'll learn how to register devices, assign licenses, and maintain your add-on integrations.

What Are Add-Ons

Add-ons are devices and applications that integrate with your Kno2 Connected™ app to send Direct Secure Messages and faxes. Add-ons allow you to extend messaging capabilities to equipment and software beyond the web portal.

Common devices that can be licensed:

Common applications that can be licensed:

  • Electronic health record (EHR) integrations

All devices and applications that send messages or faxes must be registered with your organization and assigned a valid license.

Before You Start

  • You must be an administrator in your Kno2 Connected™ app

  • You need valid license keys provided by your device or EMR representative

  • For devices: The device must have network connectivity and web browser access

  • For applications: The software must support integration with Kno2

Understanding Licenses

What are license keys: License keys are authorization codes that enable devices and applications to send messages through your Kno2 Connected™ app. Each license key is valid for specific device types or applications.

How licensing works:

  • One license key = one device or application instance

  • A license can only be attached to a single device or application at a time

  • When you remove a license from a device, the license becomes available for reassignment

  • License keys must be entered into your organization by an administrator

License management: All licenses for your organization are managed in Settings > Add-Ons > Licenses in your Kno2 Connected™ app.


Adding License Keys to Your Organization

Before you can assign licenses to devices or applications, you must add the license keys to your organization.

Important! Once a license key has been added to an organization, it cannot be moved to a different organization.

Step 1: Access the Licenses Section

  • Log in as Administrator

    • Log into your Kno2 Connected™ app with your administrator credentials

    • If you have multiple oraganizations, toggle to the desired organization if needed

  • Navigate to Add-Ons

    • Click the Settings icon (gear) in the upper right corner

    • Select Add-Ons from the menu

    • Click the Licenses tab

Step 2: Add a Single License Key

  • Click Add License Button

    • Click Enter Additional License

  • Enter the License Key

    • Paste or type the provided license key exactly as given

    • Verify the key is correct before proceeding

  • Save Changes

    • Click Add

    • Click Save Changes

    • The license is now available for assignment to a compatible device or application

Step 3: Add Multiple License Keys

  • Click Add License Button

    • Click Enter Additional License

  • Select Multiple Keys Option

    • Click the More than one key link

    • A text area opens for entering multiple keys

  • Enter License Keys

    • Paste or type all license keys

    • Enter one key per line

    • Verify all keys are correct

  • Save Changes

    • Click Add

    • Click Save Changes

    • All licenses are now available for assignment

      Example of navigating to Add ons and entering a license key

Registering Devices

Before a device can receive a license, it must be registered with your organization. Device registration happens when an administrator logs into the device using the same credentials they use for the Kno2 Connected™ portal.

How Device Registration Works

Step 1: Administrator Registration on Device

  • Access the Device

    • Navigate to the device's interface

    • The device provides a login screen or configuration page

  • Log In with Portal Credentials

    • Enter your administrator username (email address)

    • Enter your administrator password

      • These are the same credentials you use to log into the portal

  • Authorization Request Submitted

    • The device automatically submits a registration request to your organization

    • This request associates the device with your organization

Step 2: Device Appears in Add-Ons List

  • After the authorization request is submitted, the device appears in your Settings > Add-Ons > Devices tab within a few minutes.

  • Once visible, you can assign a license to the device.

Assigning Licenses to Devices

Once a device is registered, you must assign a license to enable it to send messages.

Step 1: View Registered Devices

  • Log in as Administrator

    • Log into the portal with administrator credentials

  • Navigate to Devices

    • Click Settings (gear icon)

    • Select Add-Ons

    • Click the Devices tab

    • You see a list of all devices registered to your organization

Step 2: Find the Unlicensed Device

  • Locate the Device

    • Scan the device list for the device you want to license

    • Look for the device's serial number or name

    • Check the status column—it should show "Unlicensed"

  • Verify Device Information

    • Confirm this is the correct device

    • Check the serial number matches the physical device

Step 3: Attach a License

  • Click Attach to License

    • Click the Attach to License button next to the device

    • A dialog opens showing available licenses

  • Select a Compatible License

    • From the list, select a license key compatible with this device

    • The dialog shows which licenses are available

    • Only compatible licenses appear in the list

  • Confirm and Save

    • Click Select or OK to confirm the license

    • Click Save Changes

    • The device is now licensed and ready to use

Important: You must have a compatible license available. If no licenses appear, verify that you have added license keys to your organization and that they are compatible with the device type.

Troubleshooting Licensed Device Issues

Problem: Cannot locate physical copies of license keys

Solution:

  • Request license keys from your device vendor

Problem: Device shows "Unlicensed" even after assignment

Solution:

  • Verify you clicked Save Changes after assigning the license

  • Refresh your browser page

  • Check if the license was compatible with the device

  • Contact support if the issue persists

Problem: No compatible licenses available

Solution:

  • Verify you have added license keys to Settings > Add-Ons > Licenses

  • Check that license keys are valid for this device type

  • Contact your device vendor to confirm you have purchased licenses for this device

  • Verify the license is not already assigned to another device

Problem: Device doesn't appear in the list

Solution:

  • Confirm an administrator has logged into the device with portal credentials

  • Wait a few minutes for the registration request to process

  • Refresh your browser page

  • Verify the device has network connectivity

  • Check the device's error log for registration issues

Managing Device Licenses

Remove a License from a Device

If you need to reassign a license to a different device, you can remove it from the current device.

  • Navigate to Devices

    • Go to Settings > Add-Ons > Devices

  • Find the Device

    • Locate the device from which you want to remove the license

    • It should show status "Licensed"

  • Remove the License

    • Click the Detach or Unlink button next to the device

    • The license is immediately removed and becomes available for reassignment

    • The device status changes to "Unlicensed"

  • Reassign if Needed

    • Assign the license to a different device using the same process as above

Note: Removing a license does not delete the device from your organization. The device remains registered but cannot send messages until a new license is assigned.

Delete a Device from Your Organization

If a device is no longer used or being physically removed from your location, you can delete it from your organization.

  • Navigate to Devices

    • Go to Settings > Add-Ons > Devices

  • Find the Device

    • Locate the device you want to remove

    • Any associated license will be released when deleted

  • Delete the Device

    • Click the Delete button next to the device

    • Click OK to confirm deletion

    • The device is removed from your organization

  • License Released

    • Any license that was assigned to the device is returned to your available licenses

    • You can reassign that license to another device

Note: Deleting a device does not affect any messages previously sent from that device.


Registering Applications

Applications integrate with your Kno2 Connected™ app through a similar process as devices.

Refer to your application's documentation for specific registration steps.


Assigning Licenses to Applications

Applications integrate with your Kno2 Connected™ app using client credentials. Before setting up an application, you need to obtain the App ID from your license key.

Step 1: Add a License Key

  1. Log in as Administrator

    • Log into your Kno2 Connected™ app with administrator credentials

  2. Navigate to Licenses

    • Click Settings (gear icon)

    • Select Add-Ons

    • Click the Licenses tab

  3. Add License Key

    • Click Enter Additional License

    • Paste or type the provided license key exactly as given

    • Click Add

    • Click Save Changes

Step 2: Get the Application ID

  1. Refresh Your Browser

    • After adding the license key, refresh your browser page

  2. Navigate to Applications Tab

    • Click Settings (gear icon)

    • Select Add-Ons

    • Click the Applications tab

    • You will see the Application ID listed

  3. Copy the Application ID

Managing Application IDs

Understanding App ID: The App ID is automatically generated when you add a license key. It uniquely identifies the application instance in your organization.

If you need to detach the App ID:

  1. Go to Settings > Add-Ons > Applications

  2. Locate the application entry

  3. Click the Detach button to remove the App ID from the license key

  4. The App ID becomes available for reassignment if needed


Best Practices for Add-On Management

License Management:

  • Keep track of which licenses are assigned to which devices/applications

  • Regularly review your license assignments

  • Remove licenses from unused devices or applications to free them up

  • Store physical copies of license keys in a secure location with other important organization information

Device Management:

  • Document the location and purpose of each licensed device

  • Ensure each device has stable network connectivity

  • Monitor device activity to verify they are being used

  • Update device credentials if administrative passwords change

Application Management:

  • Maintain current contact information for application vendors

  • Coordinate with software vendor if multiple instances need licenses

  • Track which team members have access to licensed applications

Organization Maintenance:

  • Regularly audit your Add-Ons section for unused devices or applications

  • Delete devices and applications that are no longer in use

  • Update your records when devices are relocated or removed


Troubleshooting Add-Ons

Problem: "No licenses available" message when trying to assign

Solution:

  • Verify you have added license keys to Settings > Add-Ons > Licenses

  • Check that licenses are compatible with the device/application type

  • Look for licenses already assigned to other devices or applications

  • Remove unused licenses from devices or applications to free them up

  • Contact support if you need additional licenses

Problem: Device or application doesn't appear in list

Solution:

  • Verify the device/application registration was completed correctly

  • Wait a few minutes for the registration request to process

  • Refresh your browser page

  • Check device/application network connectivity

  • Verify an administrator used portal credentials to register

Problem: Can't log into device to complete registration

Solution:

  • Use the same email and password you use for the portal

  • Verify the device is connected to the network

  • Check the device's network settings

  • Try accessing the device from a different browser

  • Contact support if authentication continues to fail

Problem: License assignment was successful but device/app won't send messages Solution:

  • Verify the license assignment was saved (check the status shows "Licensed")

  • Confirm the device/application is properly configured

  • Check your organization's Send Permissions and Intake Rules

  • Review device/application logs for error messages

  • Contact support for further troubleshooting

Problem: Application ID doesn't appear after adding license key

Solution:

  • Refresh your browser page

  • Wait a few minutes for the system to process

  • Verify the license key was saved successfully

  • Try clearing your browser cache and refreshing again

Problem: Application configuration fails with authentication error

Solution:

  • Verify the API URL is exactly: https://api.kno2fy.com

  • Confirm the App ID, Key, and Secret match exactly what was generated (no extra spaces)

  • Verify the service account is enabled in Settings > Organization > API Settings

  • Check that you used the correct App ID from the Applications tab

Problem: I need to use different credentials for the application

Solution:

  • Detach the current App ID in Settings > Add-Ons > Applications

  • Create new client credentials in Settings > Organization > API Settings

  • Use the new App ID, Key, and Secret in the application configuration

Problem: Application won't send messages after setup is complete Solution:

  • Verify the application configuration is complete and correct in the application settings

  • Check the API URL is exactly: https://api.kno2fy.com

  • Verify all credentials (App ID, Key, Secret) are entered correctly in the application

  • Check the application's error logs for connection issues

  • Contact support if problems persist

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