Quickstart guide

You can configure your profile using the My profile option in your account menu.

To update your profile

1. On the My profile page, select Edit.

2. Do the following as necessary:

   • Update your name and contact information.

   • Add a profile picture.

   • Set your timezone, regional settings, and language preferences.

You can subscribe to email alerts or opt out of notification categories from your profile page.

To manage notifications

1. Go to the My profile page.

2. Select the Notification preferences tab, then select Edit.

1. Use the checkboxes to enable or disable a category.

2. Save your changes.

Administrators can create new groups and assign members to those groups. Additionally, administrators can select modules that group members should have access to and restrict group members to certain buyers.

To create a new group

1. Go to the Groups page, then select Add.

2. In the Add group wizard, configure the group:

   1. Add a group name and description.

   2. Select the required modules.

   3. Choose the required buyers.

   4. Select available users.

For more information, see .

Administrators can invite additional users to their Marketplace account.

To add a new user

1. Go to the Users page, then select Add.

2. Follow the steps in the Add user wizard:

   1. Enter the user's email address.

   2. Provide the first and last name.

   3. Select the groups to which the user should have access.

   4. Select Add to finish adding the user to your account.

For more information, see .

There are two primary ways of finding products in the Marketplace.

To find products

• Use the global search bar. Start by typing the product name, ID, or vendor. The platform displays results that match your search term.

• Visit the Products page.

The purchase wizard contains guided steps to submit an order. After you have identified the product to buy, you can start the wizard by selecting Buy now.

To start the purchase wizard

1. On the Products page, select the required product.

2. Review the product details, list of features, and other details.

3. Select Buy now. The purchase wizard starts.

To submit an order, make sure you have completed all the necessary steps in the purchase wizard.

The ordering steps might vary slightly depending on the product you are ordering. Generally, the following steps are needed:

1. Select agreement - Choose an existing agreement or create a new one. The option you select in this step determines the next step. For example, selecting a new agreement takes you to the Select licensee step, while choosing an existing agreement directs you to the Select items step.

2. Select licensee - Choose an existing licensee or create a new one.

3. Agreement details - Complete the contact form with the required information.

4. Select items - Choose the items you want to order and adjust the quantities as needed.

5. Additional information - Provide any additional IDs for the order and agreement.

6. Review order - Review the order details, read the terms and conditions, and place your order.

For product-specific tutorials, see the following pages:

To track your order's status

• Use the Status column on the Orders page, or select the order number to open the details page.

When tracking orders, look for key statuses such as:

• Querying - Indicates that you need to provide additional information before we can process your order. For querying orders, the General tab on the details page will outline the required information and the steps you need to take.

• Processing - Indicates that we are processing your order.

• Completed - Indicates that your order has been processed.

• Failed - Indicates that the order has been marked as failed by the vendor or SoftwareOne. The failure reason is displayed on the order details page.

For additional order statuses, see .

You can adjust the number of licenses for a subscription by submitting a change order.

To increase or reduce licenses

1. Go to Marketplace > Subscriptions.

2. Select the subscription you want to manage.

3. Select Edit, then follow the steps in the guided Edit subscription flow to increase or reduce licenses.

4. Select Place order to submit your change order.

For product-specific information, see the following pages:

You can disable the automatic renewal for a subscription by submitting a configuration order.

To disable automatic renewal

1. Go to Marketplace > Subscriptions.

2. Select the subscription you want to manage.

3. On the subscription details page, select the dropdown arrow , then choose Configure.

4. Choose Disable, then complete the remaining steps to submit your order.

Once auto-renewal is disabled, your subscription expires at the end of the commitment period or renewal date, and you are not billed after that. For more details, see .