Create Licensee

Before you begin

Before creating a licensee, note the following points:

• Ensure that your account contains buyers and sellers.

• Ensure that you have the first name, last name, and email address of the licensee you want to add.

Create a licensee

Follow these steps to create a new licensee:

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

2. Click Add. The Add licensee page opens.

3. In the General section, do the following and then click Next:

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

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

   • Description - (Optional) Add a description for the licensee.

4. In the Buyers section, choose the legal entity for your transactions. Note that you can link a licensee to one buyer only. Click Next.

5. In the Sellers section, select the SoftwareOne entity that will facilitate transactions. Click Next.

6. In the Contact person section, choose if you want to assign a contact to the licensee. If assigning a contact person, you can select an existing user from the list or manually enter contact details. Click Next.

7. In the Address section, choose the address. You can use the same address as that of the buyer, or provide a new address. Click Next.

8. In the Overview section, review the details and click Add.

The new licensee is created and the Summary section displays the details of your newly created licensee.

From this section, you can return to the Licensee page by clicking Close, or open the details page of the licensee by clicking View Details.

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