- Release Notes
- Getting Started
- Users
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- Collaboration Space
- Licenses
- About licenses
- Working with licenses
- Enterprise Agreement Licenses
- Entity Management
- Support
Customer Portal
Entity Management
The Entity Management and Resource Grouping feature in the Customer Portal helps you organize licenses, licensing requests (Enterprise Agreement License contracts), and support tickets. If you manage multiple implementations across internal departments or external organizations, this feature lets you allocate licenses and support cases efficiently to specific entities.
An entity defines how resources are aligned within your organization—for example, by business unit, department, or external partner. This allows you to categorize and group resources such as licenses, support cases, and other related assets to improve resource allocation, monitoring, and reporting.
Resources managed by entities:
- Licenses
- License consumption history
- Support cases
- Licensing:
- Assign entities during license provisioning.
- View contract consumption by entity on the licensing page.
- Update license details to reflect entity assignments.
- Support cases:
- Support cases automatically inherit the entity from the associated license.
- Cases can be filtered by entity on the Case List page.
If you have the appropriate permissions, you can:
- View all entities associated with your account.
- Add new entities or update existing ones.
- Customer Portal Admin: Full access to view, create, edit, and delete entities.
- Customer Portal Regular User:
- (Default) View-only access to assigned entities.
- Edit permissions allows user to create, edit and delete entities.
System-defined entities
- These are pre-defined entities provided by the system. You cannot edit or delete them.
User-defined entities
- You can manually create entities to better match your organizational structure.
- Add, rename, and delete entities from the dedicated Entity Management page.
Navigate to the Entity Management section in the Customer Portal using the Company menu.
Creating a new entity:
- Click the Create New Entity button.
- Enter a unique name for the entity.
Renaming an entity:
Select the entity to rename, and update its name. All associated records will reflect the updated name immediately.
Deleting an entity:
Select Delete and confirm the action. All associated records will be unassigned and orphaned.
Replacing an entity:
Select the entity to replace and choose a replacement from the list. All records will be reassigned to the new entity, and the entity will be removed.
System-defined entities cannot be edited or deleted.
- Editing existing licenses:
- Navigate to the Licenses page under the Company menu.
- Access license options for a license using the three dots, then select Update Entity.
- Case management: Entities are automatically applied to support cases based on the associated license.
- During license provisioning
- During checkout, select an entity name to assign to any new licenses.
- Complete the checkout process.
Note: Applicable for customers with “License Management” for ELA contracts. Updates for new licenses may take a few minutes to reflect in Customer Portal.
Entity-based filtering is available on multiple pages within the portal:
- Licensing page
- Case list page
