> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.julesai.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# I can add and manage licenses and authorizations

**Creation Date:** February 28, 2023

**Created By:** Jean-Philippe Boul

[View most recent version on Tango](https://app.tango.us/app/workflow/81c51cb1-5c80-4f37-8dcf-c0b94cdf85a0?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)

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### 1. [Go to Jules AI](https://demo.haroldwaste.com/supplier-board)

  

### 2. Go to the "Suppliers & Sites" page and click on the "Sites" tab

  

![](https://storage.crisp.chat/users/helpdesk/website/951dee5baa1e6800/5bedbe12-c1bf-471a-950f-553ce4_1hdsjry.png)

  

### 3. Select a site by clicking on the row

  

![](https://storage.crisp.chat/users/helpdesk/website/7d56594f1f677000/123af0c8-a2df-4598-b03b-6e89ef_10ndmw0.png)

  

### 4. And go to the "Settings" page

  

![](https://storage.crisp.chat/users/helpdesk/website/90c8f83062016800/881c4de5-8d20-46de-8aa2-f64074_g6n1b.png)

  

### 5. You can add a new license or authorization by clicking on the "Add" button

  

![](https://storage.crisp.chat/users/helpdesk/website/f472e4307a5c4000/43eb099f-b808-403d-89c8-26227d_13l3q73.png)

  

### 6. If you add a "Supplier license", select the license name

  

![](https://storage.crisp.chat/users/helpdesk/website/a4bdee2bc9874800/6358d249-7875-438e-9c6f-2d5349_1fo8gey.png)

  

### 7. You can also add a new license name by typing its name and clicking on "Add: XXX"

  

![](https://storage.crisp.chat/users/helpdesk/website/aa814418fd9c2000/bc01c940-6a27-404e-ab1c-282537_19b6g1l.png)

  

### 8. Define the validity period

  

![](https://storage.crisp.chat/users/helpdesk/website/8bba8793ac812000/a22e41cc-02ea-4769-a6d3-ab3740_11syzlw.png)

  

### 9. You can select the materials that are concerned by this license. The materials are grouped by material family

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953594/original/JPvrIYUT1kQ7BkVNdHWCUArCmgkh63XwvQ.png?1677658339)

  

### 10. In case there is a quota associated with the license, you can add it

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953602/original/YTPBfJtJodSoiZ3Voni_gj5wbkQ9_9CccA.png?1677658341)

  

### 11. And define the quota frequency

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953606/original/CxgsXb9SnJOr2_9qLG_1XRovbgCEfuSC-g.png?1677658341)

  

### 12. You can also add any document associated to the license

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953571/original/S0AAcQai_U7IrY2I7dEQP5I0t14qz-r4IQ.png?1677658338)

  

### 13. Click on "Save"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953592/original/cLQmq646vjiZaJgY9SuC8ABRsreYGFqB1w.png?1677658339)

  

### 14. The license details are displayed and you can click on the "Linked" doc" link to download the document you have uploaded

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953596/original/J4foH87xA71KZrD_hOKdoC_hqw8IAQsqLw.png?1677658340)

  

### 15. Click on "Edit" to edit the license details

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953572/original/L9hvyBCkh4WQHZ3RWJAM7LQOEuylZRndXw.png?1677658338)

  

### 16. You can also access the document in the "Doc. center"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953591/original/sudiL6z3_5gZC1vTAJK_PqXZ5yyhWSLtAQ.png?1677658339)

  

### 17. Click on tabpanel

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953610/original/3RiEVT3KNbrTG-x_QPwHjtL3jVBhG97Xgw.png?1677658342)

  

### 18. You can also add a "Customer whitelist" in order to define a list of customers you are allowed to sell to when you are buying from that specific supplier

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953595/original/XKbQ8YmDp6RV1IwxEVPpMm2qXDso6MH2AA.png?1677658339)

  

### 19. You can select multiple customers

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953600/original/zAk3gyp22vBgi3tO9gFmUmZWZCCAVDx0-A.png?1677658341)

  

### 20. Then click on "Save"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953607/original/72_5HPAa-SXedQCbVjwKxCElxEr4f7NH_w.png?1677658341)

  

### 21. From the "Customers & Sites", you can only add customer licenses for now

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953612/original/k-tszvm75i-PqpA82AZgsFX5WsdSykEmdQ.png?1677658342)

  

### 22. Enter similar details and click on save

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101065953609/original/-n_6DFm2FGfM-zBh5GsqcVB_K4vEctm3HA.png?1677658341)

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