Create licensee

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

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

Account administrators can create new licensees and map those licensees to the buyers and sellers within the account.

Creating a new 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 to open the Add Licensee wizard.

3. 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. 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.

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

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