Product-to-User Association

Applicable for user-based licensing, which is available with Sentinel LDK Cloud Licensing (CL).

>What Is a Product-to-User Association?

>Prerequisites for Managing Product-to-User Associations

>Managing Product-to-User Associations

>Viewing Product-to-User Association Details

>Actions for Product-to-User Associations

New to Sentinel EMS?
See How to Use Sentinel EMS?

What Is a Product-to-User Association?

In user-based licensing, you or your customer's administrator user associate a customer's products with users. This makes the products available to the specified users.

If you later need to modify the list of available products for specific users without changing the license details, you can simply update the product-to-user association without the need for creating new entitlements. For example, suppose you offer training for your products, and the trainees change every few weeks. Instead of creating new entitlements every training cycle, you can simply switch the users that are associated with the relevant products.

This page describes how you can perform this task from the Sentinel EMS vendor portal. A customer's administrator user can perform this task from the Sentinel EMS customer portal. For details, see Guide to the Sentinel EMS Customer Portal.

Prerequisites for Managing Product-to-User Associations

>A role that includes Customer Management permissions. At minimum, you need the Add permission. For details, see Roles.

>A completed entitlement must exist for the customer. For details, see Creating Entitlements and Creating a Customer.

>Users must exist for the customer in Sentinel EMS. If you plan to delegate product-to-user association management to customers via the Sentinel EMS customer portal, an administrator user must be associated with the customer. For details, see Users.

Managing Product-to-User Associations

You manage product-to-user associations for a customer from the Product-to-User Association page.

To associate a customer's users with a product:

1.From the navigation pane, select Customers > Product-to-User Association to view the Product-to-User Association page.

2.In the Customer field, enter the name of the customer. You can also select the customer name from the list of suggestions that appear when you start typing. When a customer is selected, all the products available for user association from all the customer's entitlements are displayed.

3.Scroll to the product that you want to associate with users. In the Actions column, click Manage User Association. The Manage User Association page is displayed showing the list of available and associated customer's users. (Add a user if needed and associate the user with the customer. For details, see Users.)

4.From the Available Users pane, click the users that you want to associate with the product. The selected users are moved to the Associated Users pane.

5.Click Save.

To disassociate customer's users from a product:

1.From the navigation pane, select Customers > Product-to-User Association to view the Product-to-User Association page.

2.In the Customer field, enter the name of the customer. You can also select the customer name from the list of suggestions that appear when you start typing. When a customer is selected, all the products available for user association from all the customer's entitlements are displayed.

3.Scroll to the product from which you want to disassociate users. In the Actions column, click Manage User Association. The Manage User Association page is displayed showing the list of the available and associated customer's users.

4.In the Associated Users pane, scroll to the user that you want to disassociate and, in the Actions column, click Delete. The user is removed from the Associated Users pane.

5.Click Save.

Viewing Product-to-User Association Details

The following table explains the details available on the Product-to-User Association page:

Attributes Description
Product Name Name of the customer's product.
Product Identifier Numeric identifier of the customer's product.

The Associated Users Tab

Attributes Description
User ID Unique identifier of the user associated with the product.
Email Email address of the user associated with the product.
Name Name of the user associated with the product.

Actions for Product-to-User Associations

The following table lists the actions available for product-to-user associations:

Action Description
Manage Product-to-User-Association button Manage User Association

Enables you to associate or disassociate a customer's users with a product.

For details, see Managing Product-to-User Associations.