Using Entitlements

Using Entitlements

Adding an entitlement

The entitlements are located under the "Entitlements" on the left menu.

Click on 'Add Entitlement' in the top right corner to generate a new entitlement and enter the details.

An entitlement comprises the Product name, Offering name, Customer name, and an optional Order reference ID. The Product can be inferred from the offering, so we don't need to add that field.

First, choose a "Customer name" from the dropdown menu. This is optional, so you can leave it blank at this stage if you wish or assign it to a customer.

Next, choose "Offering name" from the dropdown menu.

You must select an Offering name to create an entitlement.

Finally, add any associated order ID to connect with your billing, accounting, CRM, or ERP system.

This is optional, so you can skip this step if you don't have a customer related to this entitlement.

Click save.

Repeat until all your entitlements are set up.

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Editing an entitlement

To edit an existing entitlement, click on the entitlement in the row.

On the entitlement page, click on the "edit" button in the top right of the first section.

Make the desired changes to the features, attributes, etc.

Click 'save'.

Every entitlement can be unique and can change over time, simply editing each one to meet the needs of the customer's order, etc.

You can also "force a seat count change" in edit mode by selecting that option. This will remove seats during the lease refresh period.

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Deleting an entitlement

To delete an entitlement, pick one from the list.

Pick the 'three dots' icon on the top right.

Select 'Delete entitlement.'

Confirm you wish to delete when prompted for confirmation.

Any form of deletion CAN NOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.