Create licensee

Create a new licensee and map them to buyers and sellers.

In the SoftwareOne Marketplace, you must select a licensee when creating a new agreement or ordering products.

Account administrators can create new licensees and map them to the appropriate buyer and seller entities within the account.

Create a licensee

Before creating a licensee, ensure that your account contains buyers and sellers. Also, make sure that you have the licensee's first and last name and email address.

To create a new licensee:

1. Go to Settings > Licensees.

2. Select Add.

3. In the Add licensee flow, complete the following steps:

   1. General – Provide the following details, then select Next:

      • Logo – (Optional) Add a logo representing the licensee. You can upload an image by clicking Select file or by dragging the image into the field.

      • Licensee name – (Required) Provide the licensee's name. This can be your company name, department name, or username.

      • Resale licensee – (Optional) Select this checkbox if you are a SoftwareOne partner who is transacting through the partner program. Otherwise, leave it clear.

      • External reference – (Optional) Provide a reference number or identifier for the licensee.

      • Licensee description – (Optional) Add a description for the licensee.

   2. Buyers – Choose the buyer for your transactions. You can link a licensee to one buyer only. Select Next.

   3. Sellers – Choose the SoftwareOne entity that will facilitate transactions. Select Next.

   4. Address – Choose the licensee's address. You can use the same address as that of the buyer or provide a new one by selecting Create a new licensee address.

   5. Overview – Review the details, then select Add.

   6. Summary – Select View details to open the licensee details page or select Close.

The new licensee is created. You can select this licensee when ordering products through the Marketplace.