Information cards are small, interactive cards that display the key properties of an object within the platform.
These cards appear when you hover over an object's name. For instance, if you hover over an agreement, you'll notice that an information card appears and it shows you more information about that agreement.
Information cards make it easy to access information quickly. They display all the key attributes in one place, allowing you to learn more about the object without navigating to its details page.
The information displayed within a card might vary depending on the object, but each card contains general details, such as the object's name and ID, as well as the created and updated dates.
Information cards also contain quick links to the related objects. Clicking these links redirects you to the details page of the related object. For instance, if you click the licensee name, the details page of the licensee opens.
You can close a card by clicking Close in the upper right or by clicking anywhere outside the card. Alternatively, pressing the Esc key also closes the card.
Your profile page contains basic information about your account, including your account name, first and last name, profile photo, and email address. It also shows your language and date preferences.
You can access your profile and make changes as necessary through the My profile option in your profile menu.
To access your profile, click your profile menu in the upper right and select My profile. This will open your profile overview page.
Your profile settings are organized by tabs:
General - Displays general details, such as your name and your account preferences.
Accounts - Displays all the accounts and groups that you belong to. Your account type is also displayed.
Details - Displays all events that have taken place within your account.
Audit trail - Displays a detailed record of each event in your account. To learn more, see Audit Trail.
You can use the Edit option on your profile page to update your account settings and preferences, including:
Your profile picture.
Your first name and last name.
Your phone number.
The language of your account.
The date format.
Click to see the supported languages.
Follow these steps to update your profile:
On your profile overview page, click Edit in the upper right. The Edit user page opens.
Change the General settings as necessary:
Profile picture - Add or update your profile picture. You can add a photo of yourself, a logo, or anything that represents you and helps others identify you easily on the platform. Your image must be in PNG or JPG format. The maximum file size is 5 MB.
First name - Update your first name.
Last name - Update your last name.
Country code - Select the country code for your phone number.
Phone number - Enter your phone number.
Update your Preferences as necessary:
Language - Choose your language preference.
Regional settings - Select the date format you want to use.
Click Save. A message is displayed stating your profile has been updated successfully.
The Marketplace Platform allows an individual to be linked to several accounts and switch between those accounts, without signing out of the platform. Switching can be done through your profile menu.
The option to switch accounts is only available for members of multiple accounts.
Follow these steps to switch between your accounts:
Sign in to your account and click your profile menu in the upper right. All accounts that you belong to are displayed under Switch account.
Select the account you want to switch to. If you belong to several accounts, use the Search field to find the required account easily. You can search by the account name or its identifier.
Your account will be switched and you'll be able to access the platform modules and settings linked to your profile.
The Marketplace Platform uses data grids to display data.
A data grid is a table with rows and columns and it contains several operations that allow you to customize the display of information.
You can sort and filter data, show or hide columns, adjust the column width, change the default rows per page, and more. This topic describes each of these tasks.
Sorting enables you to reorganize your data in ascending or descending order so you can understand and visualize it better. There are two ways to use the sort function in the grid.
Sort a single column
You can sort the data for a column by clicking the column header. When you click the header, the preconfigured sort options are displayed. You can choose any option from the list.
Sort multiple columns
In the Sort box, click Add another sort.
Choose the required property and select the display order (Ascending or Descending). To add another sorting rule, click Add another sort. You can add multiple rules.
Click Close. All columns that have sort conditions applied will be highlighted in the grid.
Filters help you to narrow down data based on specific attributes. Depending on the type of data you are searching for, you can use a single filter or create multiple filters using different conditions and AND/OR operators.
For instance, when ordering new items, you could create a filter to show only the items with a specific name. Similarly, if you have multiple subscriptions, you could use the AND/OR operators to view subscriptions that are active AND have auto-renewal enabled.
Follow these steps to create filters:
In the Filters box, click Add another condition and then define the conditions:
Choose the required property.
Select the condition, such as, equal, contains, starts with, and so on.
Choose a value from the list of preconfigured values or type the keyword.
If needed, click Add another condition to add another condition and combine those conditions using the AND or OR operators.
AND - If you select this operator, the results are displayed only if both conditions are met.
OR - If you select this operator, only one of the conditions needs to be met for the results to be displayed.
As you define filters, the data in the grid refreshes automatically. If the platform doesn't find any data matching the filters, it displays a message.
Show or hide columns
You can use the checkbox next to each column name to hide or display a column. If you've hidden a column, you can make it visible again by selecting the same checkbox. Note that some columns are shown by default and you cannot hide them.
Adjust column widths
The Columns selector also contains options to adjust the column width. These options include:
Default size - This option resets each column in the table to its default size. You can use this option if you've made adjustments and want to return all columns to their original state.
Fit to content - This option resizes each column in the table to fit its specific content. It means that the width is adjusted to the content within the column.
Fit to screen - This option resizes each column to make the entire table fit your screen.
By default, the Marketplace Platform displays 10 rows of data on a page.
You can change the default value by selecting another value from the Rows per page option in the lower-right side of the grid. You can choose to show 5, 10, 25, 50, or 100 rows per page.
If the grid contains several rows, the rows are split into pages, and page numbers are displayed on the lower-left side of the table.
You can view the page number you are currently on and navigate between pages using the Next and Previous options. You can also go to a page directly by entering the number in the Page field and pressing Enter.
The Marketplace Platform is a SaaS application with three user interfaces, each catering to specific user types. These interfaces ensure that all actors can interact with the platform according to their specific requirements.
The platform provides three distinct user interfaces namely, the Client Portal, Vendor Portal, and Operations Portal.
Client Portal - Accessed by our clients and partners for software procurement.
Vendor Portal - Used by vendors for setting up and configuring products.
Operations Portal - Used by internal SoftwareOne associates for administration-related activities.
You can access the platform from an up-to-date desktop or mobile browser. For a list of supported browsers, see Which browsers do you support?.
Follow these steps to access the Marketplace Platform user interface (UI):
Navigate to the sign-in page: https://portal.platform.softwareone.com/.
Enter the email address associated with your account and click Continue.
Enter your password and click Continue. If the sign-in is successful, the Home page is displayed.
If you provide inaccurate credentials, an error message is displayed.
If you can’t remember your password, select the Forgot password? link on the Sign-in page and then follow the instructions. For more information, see Update password.
The platform provides a seamless and intuitive interface, allowing access to the different modules and features within those modules. This section describes how to navigate the platform.
The Search bar lets you search for various objects in the platform, such as your orders, agreements, subscriptions, and more. You can also search for specific products and items in our catalog.
When performing a search, start by choosing the category you want to search across and then enter the search term. Our platform supports free text, which means you can enter all or part of the object's ID or name. For example, when searching for an order using its ID, select the Orders category and then enter the full order ID (such as ‘ORD-8981-7039-6781’) or part of it (such as 6781). The platform will then display results matching your specified search term.
You can also use search to find user documentation. For example, you can search for "manage subscriptions" to read documentation about how to manage your subscriptions.
You can switch accounts and manage your profile through the profile menu in the upper right. You can also sign out of your account using the Sign out option in the menu.
If you want to apply multiple sorts, clickSort in the grid and then follow these steps:
Click the Filter option in the grid.
The Columns selector in the data grid lets you show or hide a column. Using this option, you can view only the information you need and hide other columns from the page.
If the data in the grid has changed, you can refresh the data to make sure you are working with the latest data at all times. Use the Refresh option to fetch the latest data from the system.
The Home menu in the top left is where you can access the modules enabled for your account. Click the menu to view the modules and get started with the platform.
The Help icon contains links to various content resources, such as the SoftwareOne blog, product documentation, news and updates, and our legal pages. You can also Contact Support by clicking the Support option.
The Notifications iconopens up the Notifications page where you can view your read and unread notifications, and update your notification preferences.
