Over-seat true-up explained

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If your number of active agents climbs above the seats your license covers, your install is over-seat. SummitPSA treats this as a soft, accountability-only condition — it never disables features or invalidates your license.

How over-seat is detected

At each phone-home the license server compares your reported active-agent count against your seat_limit. If you are over, it returns over_seats: true but keeps your license valid. The banner then shows a warning such as “You are using more seats than your license covers. Please add seats.”

Only licenses in good standing accrue over-seat tracking. A suspended or expired license is never additionally flagged as billable over-seat — it is already invalid for other reasons.

The over-seat grace window

The server records when you first went over (the “clock” starts on the first over-seat check). An install may sit over its limit for a short grace window — over_seat_grace_days, default 3 days — before it is considered billable for the overage. If your agent count drops back to or below the limit, the clock resets.

Resolving an over-seat condition

  • Add seats: contact SummitPSA to raise your seat limit (this is the true-up).
  • Reduce active agents: deactivate agents you no longer need; once the count is back under the limit, the next check clears the warning.

The true-up exists so growth never blocks your team mid-day. You are expected to reconcile within the grace window, not the instant you cross the line.

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