# Quickstart Guide

This quickstart guide explains how to get set up in the SoftwareOne Marketplace, make your first purchase, track orders, and self-manage your subscription.

The page is split into tasks. Each task contains information and further links to detailed instructions. 

{% stepper %}
{% step %}

### Get access to the platform

To get started, you’ll need to have an account on the platform.

<details>

<summary>Confirm your organization has Marketplace access</summary>

* If your organization already uses the Marketplace Platform, ask your account administrator to invite you. Administrators can follow the [Add new users](https://docs.platform.softwareone.com/modules-and-features/settings/users/add-new-users) page for information on inviting members.
* If your organization does not have an account, [contact us](https://www.softwareone.com/en/contact-us) to get started.

</details>

<details>

<summary>Accept the invitation and sign in</summary>

When your administrator or SoftwareOne adds you to an account, you will receive an invitation email. This email contains a link to join the account.&#x20;

**To accept the invitation**

1. Select the invite link in your email.&#x20;
2. Select **Accept invitation**.&#x20;
3. On the registration page, do the following:
   1. Enter your first name and last name.
   2. Enter a new password and then confirm that your new password matches the one you entered in the **Password** field.&#x20;
   3. Select the terms of use.
   4. Select **Accept invitation**.

<figure><img src="https://1674205915-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ5DNbniz33mXCZoO62Rm%2Fuploads%2FIbHo0Hy9JmPchOrxbcXo%2Fimage.png?alt=media&#x26;token=ca202a42-b386-443c-87c4-5b9e758d38f5" alt=""><figcaption><p>Register your account</p></figcaption></figure>

4. [Sign in to your account](https://portal.platform.softwareone.com/) using your email address and password.

</details>
{% endstep %}

{% step %}

### Set up your account

After signing in to your account, set up your profile and define preferences, including your name, profile picture, account language, and timezone.&#x20;

If you are an account administrator, you can perform additional account setup tasks, such as creating user groups and inviting additional users to your account.

<details>

<summary>Customize your profile</summary>

You can configure your profile using the **My profile** option in your account menu.&#x20;

**To update your profile**

1. On the **My profile** page, select **Edit**.&#x20;
2. Do the following as necessary:&#x20;
   * Update your name and contact information.
   * Add a profile picture.
   * Set your timezone, regional settings, and language preferences.

</details>

<details>

<summary>Manage your notifications</summary>

You can subscribe to email alerts or opt out of notification categories from your profile page.&#x20;

**To manage notifications**

1. Go to the **My profile** page.
2. &#x20;Select the **Notification preferences** tab, then select **Edit**.

<div data-with-frame="true"><figure><img src="https://1674205915-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ5DNbniz33mXCZoO62Rm%2Fuploads%2FzwT23Q11ROJT9WgSom69%2Fimage.png?alt=media&#x26;token=f97a2487-1eb4-4c43-b4c2-cb007839edbd" alt=""><figcaption><p>Use the Edit option to manage notifications</p></figcaption></figure></div>

3. Use the checkboxes to enable or disable a category.&#x20;
4. **Save** your changes.

{% hint style="success" %}
You can also update your preferences using the **Manage notifications** link in the footer of your notification email. This option allows you to update preferences without signing in to your account. For more details, see [Manage notification preferences](https://docs.platform.softwareone.com/marketplace-platform/platform-overview/preferences-and-settings/manage-notification-preferences).
{% endhint %}

</details>

<details>

<summary>Create user groups (Administrators only)</summary>

Administrators can create new groups and assign members to those groups. Additionally, administrators can select modules that group members should have access to and restrict group members to certain buyers.

**To create a new group**

1. Go to the [Groups page](https://docs.platform.softwareone.com/modules-and-features/settings/groups), then select **Add**.
2. In the **Add group** wizard, configure the group:
   1. Add a group name and description.
   2. Select the required modules.
   3. Choose the required buyers.
   4. Select available users.

For more information, see [Create groups](https://docs.platform.softwareone.com/modules-and-features/settings/groups/create-new-group).

</details>

<details>

<summary>Invite additional users if needed (Administrators only)</summary>

Administrators can invite additional users to their Marketplace account.

**To add a new user**

1. Go to the [Users page](https://docs.platform.softwareone.com/modules-and-features/settings/users), then select **Add**.
2. Follow the steps in the **Add user** wizard:
   1. Enter the user's email address.
   2. Provide the first and last name.&#x20;
   3. Select the groups to which the user should have access.
   4. Select **Add** to finish adding the user to your account.&#x20;

For more information, see [Add new users](https://docs.platform.softwareone.com/modules-and-features/settings/users/add-new-users).

<div data-with-frame="true"><figure><img src="https://content.gitbook.com/content/Z5DNbniz33mXCZoO62Rm/blobs/n3qIJgs6Rw801rti4aAG/image.png" alt=""><figcaption><p>Add a new user to your account</p></figcaption></figure></div>

</details>
{% endstep %}

{% step %}

### Make your first purchase

When you’re ready to make your first purchase, browse the catalog to view the available products, then place your order.

<details>

<summary>Find the desired product</summary>

There are two primary ways of finding products in the Marketplace.

**To find products**

* Use the [global search bar](https://docs.platform.softwareone.com/platform-overview/interface#using-the-search-feature). Start by typing the product name, ID, or vendor. The platform displays results that match your search term.
* [Visit the Products page](https://docs.platform.softwareone.com/modules-and-features/catalog/product-profiles).

</details>

<details>

<summary>Start the purchase wizard</summary>

The purchase wizard contains guided steps to submit an order. After you have identified the product to buy, starting the purchase wizard is straightforward.

**To start the purchase wizard**

1. On the **Products** page, select the required product.
2. Review the product details, list of features, and other details.
3. Select **Buy now**. The purchase wizard starts.

<figure><img src="https://content.gitbook.com/content/Z5DNbniz33mXCZoO62Rm/blobs/bF2YVKWtlp3cplbkW0ep/Wizard.png" alt=""><figcaption><p>The purchase wizard containing guided steps to place an order</p></figcaption></figure>

</details>

<details>

<summary>Submit your purchase order</summary>

To submit an order, make sure you have completed all the necessary steps in the purchase wizard.&#x20;

The ordering steps might vary slightly depending on the product you are ordering. Generally, the following steps are needed:

1. **Select agreement** - Choose an existing agreement or create a new one. The option you select in this step determines the next step. For example, selecting a new agreement takes you to the **Select licensee** step, while choosing an existing agreement directs you to the **Select items** step.
2. **Select licensee** - Choose an existing licensee or create a new one.
3. **Agreement details** - Complete the contact form with the required information.
4. **Select items** - Choose the items you want to order and adjust the quantities as needed.&#x20;
5. **Additional information** - Provide any additional IDs for the order and agreement.
6. **Review order** - Review the order details, read the terms and conditions, and place your order.

For product-specific tutorials, see the following pages:

* [Order Adobe subscription](https://docs.platform.softwareone.com/extensions/adobe-vip-marketplace/tutorials-and-videos/order-adobe-subscription)
* [Order FinOps for Cloud from Marketplace](https://docs.platform.softwareone.com/extensions/finops-for-cloud/order-finops-for-cloud-from-marketplace)
* [Order Microsoft 365 subscription for new tenant](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos/microsoft-365/order-microsoft-365-subscription-new-tenant)
* [Order Microsoft 365 subscription for existing tenant](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos/microsoft-365/order-microsoft-365-subscription-existing-tenant)
* [Order Azure subscription for new tenant](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos/microsoft-azure/order-microsoft-azure-subscription-new-tenant)
* [Order Azure subscription for existing tenant](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos/microsoft-azure/order-microsoft-azure-subscription-existing-tenant)
* [Buy perpetual software licenses](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos/perpetual-software/buy-perpetual-software-licenses)
* [Create new AWS account](https://docs.platform.softwareone.com/extensions/amazon-web-services/tutorials-1/create-new-aws-account)

</details>
{% endstep %}

{% step %}

### Track your order

After placing the order, use the **Orders** page to view detailed information and check the status.

<details>

<summary>Check the status of your order</summary>

**To track your order's status**

* Use the **Status** column on the **Orders** page, or select the order number to open the details page.

<div data-with-frame="true"><figure><img src="https://content.gitbook.com/content/Z5DNbniz33mXCZoO62Rm/blobs/V8tR4heqZp56hQNowqYP/Orders.png" alt=""><figcaption><p>View your orders and track status</p></figcaption></figure></div>

When tracking orders, look for key statuses such as:&#x20;

* **Querying** - Indicates that you need to provide additional information before we can process your order. For querying orders, the **General** tab on the details page will outline the required information and the steps you need to take.
* **Processing** - Indicates that we are processing your order.&#x20;
* **Completed** - Indicates that your order has been processed.
* **Failed** - Indicates that the order has either been failed by the vendor or SoftwareOne. The failure reason is displayed on the order details page.

For additional order statuses, see [Order status](https://docs.platform.softwareone.com/modules-and-features/marketplace/orders/order-states).

</details>
{% endstep %}

{% step %}

### Manage your subscription

After your order has been provisioned, manage your subscription from the **Subscriptions** page. This includes increasing or reducing the number of licenses and managing your subscription's renewal.

<details>

<summary>Increase or reduce licenses</summary>

You can adjust the number of licenses for a subscription by submitting a change order for the subscription.&#x20;

**To increase or reduce licenses**

1. Go to **Marketplace** > **Subscriptions**.
2. Select the subscription you want to manage.
3. Select **Edit**, then follow the steps in the **Edit subscription** wizard to increase or reduce licenses.
4. Select **Place order** to submit your change order.

For detailed information, see the following pages:

* [Downsize Adobe subscription](https://docs.platform.softwareone.com/extensions/adobe-vip-marketplace/tutorials-and-videos/downsize-adobe-subscription)
* [Upsize Adobe subscription](https://docs.platform.softwareone.com/extensions/adobe-vip-marketplace/tutorials-and-videos/upsize-adobe-subscription)
* [Buy more licenses for a Microsoft 365 subscription](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos/microsoft-365/buy-more-licenses-for-microsoft-365-subscription)

</details>

<details>

<summary>Disable automatic renewal</summary>

You can disable the automatic renewal for a subscription by submitting a configuration order.&#x20;

**To disable automatic renewal**

1. Go to **Marketplace** > **Subscriptions.**
2. Select the subscription you want to manage.
3. On the **subscription details** page, select the arrow <img src="data:image/png;base64,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" alt="" data-size="line">, then choose **Configure**.
4. Choose **Disable**, then complete the remaining steps to submit your order.&#x20;

<div data-with-frame="true"><figure><img src="https://1674205915-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ5DNbniz33mXCZoO62Rm%2Fuploads%2FG4SLJRGAwOD0uGXKzB2h%2Fimage.png?alt=media&#x26;token=e95cddab-4794-4a5b-a629-2abbcb5f2622" alt=""><figcaption><p>Select Disable to prevent your subscription from renewing automatically</p></figcaption></figure></div>

Once auto-renewal is disabled, your subscription expires at the end of the commitment period or renewal date, and you are not billed after that. For more details, see [Manage automatic renewals](https://docs.platform.softwareone.com/modules-and-features/marketplace/subscriptions/manage-automatic-renewals).

</details>
{% endstep %}
{% endstepper %}

### Next steps <a href="#next-steps" id="next-steps"></a>

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Buy more items</strong></td><td>Order new items using your existing Marketplace agreement.</td><td><a href="marketplace-for-clients/add-items-to-an-agreement">add-items-to-an-agreement</a></td></tr><tr><td><strong>Understand your billing documents</strong></td><td>Understand how to read and interpret your invoices and statements.</td><td><a href="../../modules-and-features/billing/understand-your-billing-documents">understand-your-billing-documents</a></td></tr><tr><td><strong>View and download invoices</strong></td><td>Access your Marketplace invoice PDFs.</td><td><a href="../../modules-and-features/billing/invoices/download-invoices">download-invoices</a></td></tr><tr><td><strong>View and download statements</strong></td><td>Access your statement Excel files.</td><td><a href="../../modules-and-features/billing/statements/download-statements">download-statements</a></td></tr></tbody></table>

### FAQs

<details>

<summary>If I need assistance with the platform, whom should I contact?</summary>

You can contact the Marketplace Platform Support team. For details on how to contact us, see [Contact support](https://docs.platform.softwareone.com/help-and-support/contact-support).&#x20;

</details>

<details>

<summary>As an administrator, how do I review and manage account settings like added groups, users, licensees, and more?</summary>

You can use the [Settings module](https://docs.platform.softwareone.com/modules-and-features/settings) to manage account-wide settings and other properties.

</details>

<details>

<summary>I would like to know more about managing subscriptions and agreements.</summary>

For details on self-managing your subscriptions and agreements, including terminations, see the following tutorials:

* [Adobe VIP Marketplace](https://docs.platform.softwareone.com/extensions/adobe-vip-marketplace/tutorials-and-videos)
* [Microsoft 365](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/tutorials-and-videos)
* [Amazon Web Services](https://docs.platform.softwareone.com/extensions/amazon-web-services/tutorials-1)

</details>

<details>

<summary>Do you offer public APIs that allow programmatic interaction with the platform?</summary>

Yes, you can download the [OpenAPI 3.0 specification](https://docs.platform.softwareone.com/developer-resources/rest-api/openapi-specification) of our [REST APIs](https://docs.platform.softwareone.com/developer-resources/rest-api) and use them with tools of your choice.&#x20;

</details>

<details>

<summary>I'm a SoftwareOne Partner. What do I need to know to get started?</summary>

Partner accounts include all the features and functionalities of client accounts, along with additional features to facilitate transactions and procurement for reselling software.&#x20;

The [Marketplace for Partners](https://docs.platform.softwareone.com/marketplace-platform/getting-started/marketplace-for-partners) section contains a video guide and help pages describing how to use the Marketplace Platform as a SoftwareOne partner.

</details>

<details>

<summary>I have additional questions on certain topics.</summary>

If you need more information, see the following pages for detailed answers and resources:

* [Adobe VIPM Marketplace FAQs](https://docs.platform.softwareone.com/extensions/adobe-vip-marketplace/faqs)
* [Amazon Web Services FAQs](https://docs.platform.softwareone.com/extensions/amazon-web-services/faqs-1)
* [Microsoft CSP FAQs](https://docs.platform.softwareone.com/extensions/microsoft-cloud-solution-provider/additional-resources/faqs)
* [Platform FAQs](https://docs.platform.softwareone.com/help-and-support/faqs)
* [Partner FAQs](https://docs.platform.softwareone.com/marketplace-platform/getting-started/marketplace-for-partners/partner-faqs)

</details>


---

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```
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