Learn what's new in this release.
Release Date: 22 May 2024
We are happy to announce the v2 release of the Marketplace Platform. As part of this release, we’ve introduced several new modules, features, and improvements.
Watch the following video or continue reading to learn about this release:
We’ve redefined account management to offer new user and group management possibilities. Now, you can manage your account, view account settings, and manage users, groups, and other entities in a self-service way through the Settings module.
Here are some additional highlights:
Invite new members - Account administrators can invite new members to join the account on the Marketplace Platform. New members can be invited by email or by copying the invitation link from the interface and sharing it directly with the individual. Once invited, the individual must click the link to accept the invitation and set up their platform account. To learn more, see Add new users and Respond to invitations.
Switch accounts - The Marketplace Platform allows individuals to be a part of multiple accounts and switch between those accounts seamlessly, without signing out of the platform. To learn more, see Switch accounts.
Manage users and permissions - Account administrators can manage users and their permissions through the platform. However, permissions must be assigned at the group level, rather than the individual user level. Group-level permissions can be assigned by creating groups and then granting permissions that apply to all users in that group. To learn more, see Groups and Users.
Manage profile - You can update your personal account settings (user details, display preferences, and communication settings) and change your password through the My Profile option in your user profile menu. To learn more, see Manage your profile.
We've introduced a new Orders module so you can view and manage your orders easily.
The new module displays a list of orders in your account, including purchase orders, change orders, and termination orders, and lets you complete order management tasks (such as adding notes to your order, downloading attachments, and more).
You can also find the items assigned to your order, pricing details, provisioning and ordering parameters, and other order-related attributes. To learn more, see Orders.
The new Subscriptions module is a centralized location to access your ordered subscriptions and manage those subscriptions in a self-service manner. For example, you can change the number of subscription items, terminate a subscription, and even rename your subscriptions. To learn more, see Subscriptions.
The new Agreements module contains all your agreements with SoftwareOne and subscriptions within each agreement. You can also cancel all subscriptions and terminate the complete agreement, rename your agreement, and change the default ID assigned to your agreement. To learn more, see Agreements.
Requests Management enables you to create a presale request from within the platform and contact us for any product information you might need, for example, pricing details, product availability, or licensing details.
You can also track all requests you’ve created, mark requests as complete after they’ve been answered, and send a message to our business experts from your account. To learn more, see Requests.
We’ve redesigned the Products page to improve usability and make it easier for you to discover Adobe and Microsoft products and buy subscriptions.
The new Products page has a cleaner look and feel so you can browse products in our catalog and easily select products you are interested in. You can also click a product to view its details page and see full product information. To learn more, see Products interface.
Additionally, we’ve introduced a new Purchase Wizard that guides you step-by-step through the purchasing process for subscription-based products. The Purchase Wizard uses a consistent interface, regardless of the product you are buying. It guides you through each step and allows you to enter your data as required.
To learn more, see Buy products and services, Adobe VIP Marketplace, and Microsoft Cloud Solution Provider.
With the addition of new modules to the Marketplace Platform, we’ve reorganized the main menu and added new categories to provide an intuitive layout. We’ve also removed certain sections from the menu and moved them to the other areas of the platform.
Here's a summary of the changes:
The Settings module is new and provides access to all account management features and settings.
The Marketplace module has been reorganized to include the new commerce and request management modules.
The Cloud Tools, ITAM Tools, Other tools, and Procurement modules have been created for features related to these categories.
The Help module has been removed from the main menu. Now, you can access documentation and other content resources, and view the help and support page using the help icon in the header.
Notifications are now accessible through the notifications icon in the header, instead of the main menu.
To provide a unified experience, we've implemented consistent styling and framework across the new modules and platform features:
Where applicable, data grids have been used to display the different types of data, and advanced filtering and sorting options are implemented so you can control the table display. We’ve also introduced a view selector to switch between different preconfigured view options.
We’ve removed the footer, containing links to the knowledge resources and language selector. Now, you can access all resources using the question mark icon in the header and change your display language from the Sign-in page of the platform or through the My Profile option.
Now, you can interact with the Marketplace Platform programmatically by generating API tokens from the platform's interface and then using those tokens to access different API endpoints. For more information, see API tokens and the Developer Resources section in the left navigation.
With the v2 release, we've introduced notable changes to our platform and business processes. As a result, we've removed the following features and replaced them with self-service alternatives:
Cloud Subscriptions, which enabled you to purchase Microsoft CSP products and manage subscriptions has been replaced with Products and Subscriptions management.
Company Contacts, which showed all contacts that existed for your company and allowed you to maintain your company structure has been removed. The concept of Buyers has been introduced as a replacement.
My account team, which displayed the SoftwareOne sales contact for your account has also been removed.
Learn what's new in this release.
Release Date: 22 October 2024
We are pleased to announce the v3 release of the Marketplace Platform. This release includes a range of new features, designed to improve usability and streamline your experience.
Watch the following video or continue reading to learn about this release:
To increase accountability and transparency, we have introduced the Audit Trail feature. This feature allows you to view all events that have occurred within your account. It provides a detailed record of each event, ensuring complete visibility. You can access this feature through the Settings menu.
The audit trail is now also available at the object level in the platform. To support this, a new tab called Audit Trail has been added to the details pages of the key objects such as orders, agreements, and subscriptions. This tab displays all events associated with the specific object. To learn more, see Audit Trail.
Default size - Resets each column in the table to its default size. This option can be used if you've made adjustments and wish to return all columns to their original state.
Fit to content - 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 - Resizes each column so that the entire table fits your screen.
To learn about the other operations in the data grid, see Customize the data grid.
The Marketplace Platform now includes a feature that allows administrators to restrict user groups to specific buyers. When creating new groups or modifying existing ones, administrators can choose whether the group of users can see all buyers in the account or only selected buyers.
With this feature, administrators can ensure that certain users have restricted buyer visibility while others have full access. It's important to note that buyer-level restrictions only apply to the Marketplace module in the platform. To learn more, see Restrict Group to Certain Buyers.
Information cards are now displayed for the key objects in the platform. Information cards appear when you hover over a link, such as the order ID or username.
These cards display key properties, allowing you to view the important information in one place without leaving the page. To learn more, see View Information Cards.
To keep you informed about your subscriptions, the platform now sends automated email notifications when your Microsoft CSP subscriptions are nearing expiration. This feature makes it easier for you to renew your subscription through self-service.
The renewal notifications are sent 1, 7, and 30 days before your subscription ends. The notifications contain the Manage Subscription option, which allows you to enable autorenewal for your subscription. To learn more, see Renewal Management.
A new status type called Mismatch has been added for the buyers on the platform.
Buyer statuses are displayed on various pages, including the main Buyers page and the details page. The new Mismatch status is displayed if there's a discrepancy between the buyer’s data on the platform and our backend system. To learn more, see Buyers.
We've added a search functionality to the platform to enhance your experience.
The new search bar is located in the header and it lets you search for your orders, subscriptions, products, and more. The search bar is always visible and can be accessed from any page on the platform.
You can also use search to find product documentation. To learn more, see the Search section in Platform Interface.
Previously, in the Marketplace Platform, the billing for a subscription was allocated to a single buyer in your account. It wasn't possible to divide the billing across buyers. This caused problems for our clients with multiple legal entities, as they were unable to break down the invoice and assign subscription costs to the right entity.
Now, we have introduced the capability for you to allocate billing to different buyers in your account. This can be done by activating split billing for an agreement, choosing buyers, and then specifying the allocation percentage or license count for each buyer.
Billing can also be allocated when ordering additional licenses as part of your agreement. To learn more, see Split Billing and How to Split Billing Across Buyers.
Earlier this year, we launched the SoftwareOne Design System, a comprehensive framework that includes our design principles, guidelines, and components. This system is designed to facilitate a unified and consistent experience for different users of the Marketplace Platform.
Since its launch, we've continuously refined our design system to enhance its effectiveness. To view a complete list of modifications, see the changelog.
We've added new options to the Columns selector, which is available in the data grids across the platform. These options allow you to adjust the width of the columns and control how the data is displayed on a page.
Meet the new SoftwareOne Client Portal and learn what's new in this release.
Release Date: 28 August 2023
We’re excited to announce that we’ve rebranded PyraCloud to SoftwareOne Client Portal to align it with our global brand identity.
We’ve used our learnings and feedback from our clients to improve usability and enhance the look and feel of our platform. Here's what's new and improved in this release.
As part of our branding updates, we’ve modified the Login page, header and footer, and in-app pages.
The branding updates include changes to our logo, colors, fonts, and icons. These changes are made to provide you with a unified SoftwareOne brand experience.
We’ve also updated our URL to https://client.softwareone.com. We believe that the new URL represents our brand identity and the new experience we are launching for our clients.
Previously, after signing in to PyraCloud, a predefined dashboard was displayed.
Now, when you sign in to the Client Portal, you'll see a new Home page that'll provide you quick access to different modules, platform news, and updates.
You'll also be able to view your account information, favorites, and a list of your recently viewed pages. To learn more about the new page, see the Home page.
The dashboards are now accessible via Analyze > Dashboard in the navigation menu.
Our new menu simplifies the experience by allowing you to quickly discover and launch a module. To make navigation easier and provide context, we’ve reorganized the menu options and added descriptions.
Other changes include:
The Favorites and Recently viewed quick links are added to the navigation menu for easy access.
The Buy module is renamed to Marketplace to make it more relevant.
A new Help module has been added to the menu. This module contains links to our online documentation, support resources, and platform updates.
We've removed the Search bar and the icons for the shopping cart, Reports, and Notifications from the header. You can now access these pages directly from the navigation menu.
We’ve restructured our product documentation and introduced the side navigation so you can easily find documentation based on topic.
In addition to improving the look and feel of our documentation, we've also:
Aligned the content with our rebranding and the user interface changes.
Removed the outdated product tutorials and images.
Made editorial updates to enhance content clarity and readability.
We hope these updates will make your experience intuitive, seamless, and efficient.