Enabling Self-Service for Your End Customers

With SpinPanel you can offer self-service license management to your end customers. Here's how.

If you want to enable one of your end customers to self-service their licenses, you need to:

  • Enable self-servicing for your end customer
  • Create a role for license management
  • Assign a role with sufficient rights for license management

Enabling self-service

To enable self-service for one of your end customers, in Spinpanel, click on Customers under organization on the Spinpanel menu. You can select a customer from the right hand side window. Under Relationship settings, you will find a toggle as indicated in the screen below:

 

Customer Selection screen:

Customer selection-1

 

Once you click on a customer, you can use the toggle under the  Relationship settings and move it to the right as indicated in the screen below:

self service 1-2

Creating a role for license management

After you enabled self-service, you also need to assign a role to at least one user with your end customer, giving that user sufficient permissions to assign licenses. You can create a role that will only give permissions for license management. 

As the role needs to be created for your end customer's organisation, make sure your end customer is selected under the Customers option on the Left hand side. Once you click on that you can select your customer as indicated in the screen below:

Customer selection-1

Once the customer is selected , select roles under the Manage section and click Add. Give it a role name and a short description(optional). Once its saved , you will find a License Management toggle button under the general tab, which you need to move to the right for the feature to be enabled. Screen captured as below.

License role

License management role add-1

Assigning a role for license management

Once you've created a role with sufficient permissions for license management, you must assign this role to one or more users of your end customer.

For more information on assigning a role to a user, please read this article.