I can add and manage licenses and authorizations

Creation Date: February 28, 2023

Created By: Jean-Philippe Boul

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1. Go to Jules AI

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

3. Select a site by clicking on the row

4. And go to the "Settings" page

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

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

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

8. Define the validity period

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

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

11. And define the quota frequency

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

13. Click on "Save"

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

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

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

17. Click on tabpanel

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

19. You can select multiple customers

20. Then click on "Save"

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

22. Enter similar details and click on save

Updated on: 16/07/2024