Learn about sellers and how to access the Licensees page.
A licensee refers to an individual, organization, or legal entity that receives the license and has permission to use the product, as per the terms and conditions of the licensor or copyright holder.
In the context of SoftwareOne, a licensee may represent a specific person within your account or a department that receives the license.
When SoftwareOne sets up your account on the Marketplace Platform, it automatically creates licensees and links them to the buyers and sellers in your account.
The following are some of the key points about licensees:
An account can contain multiple licensees.
Each licensee can only be linked to one buyer and one seller.
Any modifications to the buyer's details are reflected automatically in the associated licensee's information.
Account administrators can access the Licensees page by navigating to the main menu of the platform and selecting Settings > Licensees.
From the Licensees page, administrators can:
Create new licensees and map licensees to buyers and sellers.
View all licensees and their associated details.
Update the licensee information.
Disable a license and re-enable, as needed.
Learn about the fields and actions available on the Licensees page.
The Licensee page, located under Settings > Licensee, displays all licensees in your account.
For each licensee, you can view the following details:
Licensee - Displays the name and unique identifier of the licensee. The name can be the name of a user, a company name, or a department name.
Address - Displays the address of the licensee.
Contact person - Displays the contact associated with the licensee.
Buyer - Displays the buyer related to the licensee.
Seller - Displays the SoftwareOne entity facilitating the procurement of products and licenses.
Status - Displays the licensee's status. For more information on the status, see Licensee States.
Actions - Displays options that allow you to manage licensees. Depending on your permissions, you can update licensee information, and enable or disable a licensee.
The details page of a licensee displays additional information about the licensee. You can open the details page by clicking the licensee name.
When you open the details page of a licensee, it shows the licensee's name, marketplace ID, and status. It also shows the associated buyer and seller entities. The page also contains the following tabs:
General - Displays the licensee's mailing address and contact person details.
Details - Displays date and time information for the licensee, for example, the date and time when the licensee was created in the system and so on.
Create new licensees and map those licensees to buyers and sellers.
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.
Follow these steps to create a new licensee:
Navigate to the Licensees page (Settings > Licensee).
Click Add. The Add licensee page opens.
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.
In the Buyers section, choose the legal entity for your transactions. Note that you can link a licensee to one buyer only. Click Next.
In the Sellers section, select the SoftwareOne entity that will facilitate transactions. Click Next.
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.
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.
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.
Update licensees in the account.
Before updating licensee details, note the following points:
You can only modify the licensee's general information, such as their name, external reference number, description, contact person, and address.
You cannot update the buyer or seller entities associated with the licensee.
Follow these steps to edit the details of a licensee:
Navigate to the Licensees page (Settings > Licensees).
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 General section, make changes as necessary. You can update the logo, licensee's name external reference, and description.
In the Contact Person section, update the contact information as necessary.
In the Address information section, update the address details.
Click Save. A message is displayed stating that the licensee information is updated.
Enable or disable a licensee.
Note that the Enable option is shown only if you've disabled the licensee previously.
Follow these steps to enable or disable a licensee:
Navigate to the Licensees page (Settings > Licensee).
Click the actions icon (•••) for the required licensee and select Enable or Disable.
Alternatively, click the licensee's name. When the details page of your selected licensee opens, click the down arrow and then select Enable or Disable. The following image shows the Disable option.
The licensee is enabled or disabled, depending on your chosen action, and a confirmation message is displayed. The Licensees page displays the updated status of the licensee.
State | Definition |
---|---|
Active
The licensee is active and can be used when making a transaction.
Enabled
The licensee has been set up in the system, but cannot be used for transactions.
Disabled
The licensee has been disabled and can no longer be used.
Deleted
The licensee has been deleted.