Edit Licensee

If you need to modify licensee details, like their name, description, address, and more, you can do it in a self-service way through the platform's interface.

Before you begin

Before updating licensee details, note the following points:

  • You can only modify the general information associated with a licensee.

  • You cannot update the buyer or seller entities associated with the licensee.

Editing licensee details

Follow these steps to edit licensee information:

  1. Navigate to the Licensees page (Settings > Licensees).

  2. Click the actions icon (•••) for the required licensee and select Edit. Alternatively, click the name of the licensee. When the details page of your selected licensee opens, click Edit in the upper right.

  1. In the General section, update the following details as necessary:

    1. Logo - Update the licensee's logo. You can upload an image by clicking Select file or by dragging the image into the field.

    2. Licensee name - Update the licensee name.

    3. External reference - Update the reference information.

    4. Licensee description - Update the licensee description.

  2. In the Contact person section, choose a contact person for the licensee. You can select an existing user in your account or enter the contact details manually. You can also choose None if you don't want to assign any individual.

  3. In the Address information section, choose whether you want to use the same address as the buyer or add a new address. If you select Create a new licensee address, additional fields are displayed where you can enter the licensee address.

  4. Click Save. A message is displayed stating that the licensee information is updated.

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