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

Next, choose "Offering name" from the dropdown menu. This is mandatory.

You must select an Offering name to create an entitlement.

Finally, add any optional 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.

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 to edit the details on the entitlement but not the features or attributes.

Make the desired changes to the settings, etc. These settings will all have been inherited from the associated offering. This acts like a template, but you can create a unique entitlement per customer as required.

To review what all the options mean see the "managing offerings" section.

If you edit a specific entitlement, we suggest adding notes in the notes tab to clarify how this entitlement is derived to avoid confusion and issues later.

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.

Selecting that option can also "force a seat count change" in edit mode. Seats will be removed during the lease refresh period.

Editing the features or attributes

Editing the features or attributes for this specific entitlement, i.e., to override the standard settings from the offering, is done right on the page; no need to click the edit button.

Choose the feature or attribute to edit for this entitlement.
Click the 'pencil" icon on the item's right.

Edit the setting.
Click save.

Once you have saved the change, it will show up as an "Override" as you have made an exception to this specific entitlement over the standard settings.