End User Portal

License users and/or license managers cannot update the customer details.

Customer details can be updated only via the Management API. See: Update Customer.

The intermediary user portal

The intermediary user portal is accessible to those situated between the software vendor and the end user, enabling them to be identified and carry out their designated roles.

Languages Available in the User Portal

At the time of this writing, the user portal has been translated into English, Spanish, French and German. It can be translated into other languages upon request.

Actions That Can Be Performed Through the User Portal

By default, it is possible to perform the following actions through the user portal:

• Assign/un-assign users to a user-based license
• Issue licenses and create orders (used like a reseller/distributor portal)
• Reset licenses and devices
• Reset end-users' credentials

It is also possible to customize the permissions of users to remove any of the above and add any of the following:

• Borrow licenses
• Create bundle orders
• Create orders
• Issue licenses
• Revoke devices

It is also possible to configure this portal as a Reseller or a Distributor Portal.

User Portal View once Logged In

Key Concepts for the User Portal

Our Data Model

Before issuing a license, it might help to know how our data model is organized:

Vendor Platform Data Model

• A license can belong to an order. You can have 0 to many licenses for an order.
• An order can belong to a customer. You can have 0-to-many orders for a customer.
• A customer can belong to an account. You can have 0-to-many customers for an account.

A license will belong to an order. If you do not specify an orderID, a random orderID will be generated

If you do not specify an orderID, a random ID will be generated for you. Orders do not need to belong to customers. However, it can be useful to have this association for analytics, or for customer support, for example.

A license manager is a user that is assigned to an order who can then log in to the user portal. Depending on their permissions, they can perform various edits to the licenses within the order.

Logging in to the User Portal

License managers log into the user portal. They need to enter their email / password and the Company ID in order to log in.

The user portal's URL can be customized to a vendor's subdomain, where then there is no need to enter company ID. Contact us for more information.

User Portal Login

The company code can be found in the vendor platform under settings. The company code is also sent via email notification when a license manager is assigned to a license, provided an email notification was set up and configured for this purpose.

Company Code Location

Customizing the User Portal

In the Vendor Platform, you can customize some parts of the user portal, such as:

• The color scheme and the logo
• Allowing end users to reset licenses in the user portal
• Displaying product download links

To customize the portal, log in to the Vendor Platform, and click on Settings > Portal configuration.

Portal Configuration