Create Licensee

You can create new licensees and map those licensees to the buyers and sellers in your account. Licensees are used when establishing agreements and ordering software products.

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

Creating a licensee

To create a new licensee:

1. Navigate to the Licensees page. Then, select Add.

2. In the Add licensee wizard, 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 SoftwareOne's 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. When done, select Next.

   3. Sellers - Choose the SoftwareOne entity that will facilitate transactions and select Next.

   4. Contact person - Choose a contact person for this licensee and select Next. The following options are available:

      1. None (leave unassigned) - Select this to leave the contact person unassigned.

      2. Select an account user - Select this to choose an existing user. When you select this option, all active users that exist in your account are displayed. If your account contains several users, use the Search option to find the user easily.

      3. Add contact details manually - Select to add the contact person's details manually. You'll need to provide the person's first name, last name, email address, and optional contact information.

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

   6. Overview - Review the details and select Add to create the new licensee.

   7. Summary - Select View details to open the details page of the licensee. Otherwise, select Close.