Order Detail View
The order detail view allows you to lookup and modify information on a given order.
Actions you can take on the order view include:
- Exporting license/customer information for a given order
- Modifying order parameters (such as the order reference number or campaign parameters)
- Add more licenses to the order
- Add/edit customer to an order
- Add license managers to an order
- Delete the order
Click "export order data" and a CSV will be generated with information on the order, licenses, and customers
The fields you can modify include:
- Order reference number
- Campaign parameters
- Download ID
- Is this a test order
- Is this order a trial order
- Add more licenses to the order
- Add/edit customer to an order
- Add license managers to an order
- Delete the order
Click on the customer tab. If the order does not have a customer associated with it, you can add one from this screen. Otherwise, you can edit the existing customer.
Click on "Licenses" > "Issue new Licenses" to start the process of adding a new set of licenses. The rest of the license generation process should be very similar with the regular order creation process.
License managers can log in to the user portal and manage all licenses within an order, according to permissions they had been granted.
Click on the "License manager" tab and press "Add license manager".
Be sure to set up a notification to send the new license manager an email invite to the user portal, so that they can receive their initial email/password.
Available permissions for license manager are:
Manage license users | Can add, edit or delete license users |
|---|---|
Manage license user credentials | Can change license users passwords |
Manage managers | Can add new license managers to some order |
Reset device | Can reset device |
Reset license | Can reset license |
Borrow license | Can manage floating license borrowing |
Create bundle order | Can create new product bundle orders |
Create order | Can create new orders |
Issue license | Can issue new licenses on existing order |
This permission can be edited only in enterprise pricing plan where they can be also extended with distribution portal permissions (creating orders and issuing licenses).
Deleting an order will also delete all of the licenses within it and the process is not reversible.
