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

Export CSV of Order Licenses

Click "export order data" and a CSV will be generated with information on the order, licenses, and customers.

Edit Order Details

The fields you can modify include:

  • Order reference number

  • Campaign parameters

  • Download ID

  • Is this a test order

  • Is this order a trial order

From this view you can also:

  • Add more licenses to the order

  • Add/edit customer to an order

  • Add license managers to an order

  • Delete the order

Add or Edit the Customer for 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.

Add More Licenses to an Existing Order

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 to the regular order creation process.

Add a License Manager to an Order

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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".

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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).

Delete the Order

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