Interface Overview

The Marketplace Platform is a SaaS application with three user interfaces, each catering to specific user types. These interfaces ensure that all actors can interact with the platform according to their specific business requirements.

The platform provides three distinct user interfaces, namely the Client Portal, Vendor Portal, and Operations Portal.

Marketplace Platform

• Client Portal - Accessed by our clients and partners for software procurement.

• Vendor Portal - Used by vendors for setting up and configuring products.

• Operations Portal - Used by internal SoftwareOne associates for administration-related activities.

Accessing the platform

You can access the platform from an up-to-date desktop or mobile browser. For a list of supported browsers, see the Which browsers do you support? page.

To access the platform:

1. Navigate to the sign-in page: https://portal.platform.softwareone.com/.

2. Enter the email address associated with your account, then select Continue.

3. Enter your password and select Continue.

When you successfully sign in, the platform's Home page is displayed.

If you provide inaccurate credentials, an error message is displayed. If you can’t remember your password, select Forgot password? and follow the instructions to recover your password.

Navigating the platform

The platform provides a seamless and intuitive interface, allowing access to the different modules and features within those modules. This section describes how to navigate the platform.

Accessing the main navigation menu

The main navigation menu gives you access to the modules enabled for your account. You can access the menu by selecting Home.

The main navigation menu.

Using the Search feature

The Search bar enables you to search for objects, such as your orders, agreements, subscriptions, and more. You can also search for specific products and items in our catalog.

Additionally, you can use search to find documentation. For example, you can search for "manage subscriptions" to read documentation about how to manage your subscriptions.

The global search bar.

When performing a search, start by choosing the category you want to search across and then enter the search term. Our platform supports free text, which means you can enter all or part of the object's ID or name.

For example, when searching for an agreement using its ID, select the Agreements category and then enter the full order ID (such as ‘AGR-8981-7039-6781’) or part of it (such as 6781). The platform will then display results matching your specified search term.

Getting help

The Help icon provides access to various resources, including the SoftwareOne blog, product documentation, news and updates, and our legal pages.

Additionally, it also contains a Support option that allows you to contact our Support team by creating a support case.

The help icon in the header.

Understanding spotlight actions

The Spotlight icon opens the Spotlight widget, containing all tasks that require your attention. This may include subscriptions that are nearing expiration, orders that are querying for more information, and so on.

To learn more, see Object Spotlight.

The spotlight widget on the Home page.

Using the account selector and your profile menu

The profile menu allows you to switch between your accounts and manage your profile. It also contains a Sign out option.

The account selector and your profile menu.