Create Licensees

Create new licensees and map those licensees to buyers and sellers.

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.

  1. In the General section, do the following:

    • Logo - (Optional) Add a logo for the licensee.

    • Name - (Required) Provide the licensee's name. You can enter 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.

  2. In the Buyer section, choose the legal entity to be used during transactions. Note that you can link a licensee to one buyer only.

  1. In the Seller section, select the SoftwareOne entity that will facilitate transactions.

  1. In the Contact person section, choose if you want to assign a contact to the licensee. You can also select an existing user or create a new contact.

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

  1. In the Overview section, review the details and then click Add.

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