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  • Documentation
  • Zentitle2 Docs
  • Zengain Docs
  • Zentitle I (V10)
  • Education & Training
  • Welcome
    • Zentitle2 documentation: License Management Software
    • Introduction to Zentitle2
  • Latest UI Changes
  • Zentitle Overview
    • Zentitle Quick Overview
      • Zentitle2 Features & Benefits
      • A single source of truth: 1 platform
      • Zentitle Architecture
      • Zentitle supports every platform
      • Zentitle business models
      • Critical differences for secure site/offline/dark site management
      • Zentitle for SaaS Licensing
  • Quick Start
    • Onboarding Zentitle2
    • Integrating is easy
    • Pricing & Packaging with Zentitle
  • Using the Platform UI
    • Introduction
    • New User Setup
    • Getting around
      • Search
      • Using reports
      • Providing feedback
    • Getting started
  • UI: ADMINISTRATION
    • Introduction
    • Users
      • Managing Users
      • Resending user invites
      • User permissions
      • Lost password
    • API Credentials
      • Package Registry
    • Webhooks
      • Logs
      • Workflow automation software
    • Integrations
      • FastSpring
      • SalesForce Sample Integration
        • Sample Integration Installation
        • Post-Installation Configuration
        • Connecting Salesforce to Zentitle
        • Creating a Zentitle Customer in SalesForce
        • Creating a Zentitle Entitlement in SalesForce
        • Editing Zentitle Entitlements in SalesForce
        • Managing Software Activations in SalesForce
    • Configuration
      • Import customers
      • Account Based Licensing (Identity-based licensing)
        • Setup Account Based Licensing with OpenID tokens.
        • Setup Account Based Licensing with username/password
        • Branding the user experience
      • End User Portal
        • End User Portal User Access
        • End user - Use of the portal
        • End User Offline Activation
      • Custom Fields
      • Security (2FA)
    • "Hard" Delete
  • UI: Dashboard
    • The Dashboard
  • UI: Customers
    • Customers and contacts
    • Customers
      • Adding (managing) contacts
      • The contact page
      • Setting up End User Portal (EUP) access
      • Inviting contacts to EUP
      • Disabling Customers
      • Managing Entitlements (from the Customer page)
  • UI: Entitlements
    • Entitlements
      • Using Entitlements
      • Maintenance options
    • Working with Entitlements
      • Activation Codes
      • Contacts (ABL)
      • Activations
      • Activity log
      • Notes
    • Managing Entitlements
      • Allocating entitlements
      • Change the offering (upgrade/downgrade)
      • Entitlements with overrides/changes
      • Renewing an entitlement
      • Resetting the usage count
      • Disabling Entitlements
      • Entitlements in overdraft (seats)
  • UI: Product Catalog
    • Product paradigm
    • Products
      • Product Features
      • Overdraft option (feature usage)
      • Feature Control
      • Product Attributes
      • Product Editions
      • Edition Setup
    • Offerings
      • Overdraft option (seats)
      • Managing offerings
      • Maintenance options
      • Change offering (upgrade/downgrade)
      • Custom Fields
    • Plans
      • Trial plans
    • Global Features (and attributes)
  • UI: Local License Server
    • Local License Server (LLS)
      • Local License Server Installation
      • LLS License End-User Management
      • Entitlements to be used on LLS instances
      • LLS Licensing API
      • LLS Release Notes
  • UI: Help
    • Support
  • Developers
    • Licensing & Management APIs
      • API docs
      • API Rate limits
      • Collecting credentials for integration
      • API Versioning
    • The Licensing Client (.NET)
      • Configure NuGet Source
      • Configuring the Activation
      • Configuring the SharedActivation
      • Working with SharedActivation
      • Licensing API Nonce
      • IActivation interface
      • Zentitle2Core Library
      • Exceptions
      • FAQ
      • Release Notes
    • The Licensing Client (C++)
      • Configuring the Activation
      • Licensing API Nonce
      • IActivation interface
      • Zentitle2Core Library
      • Exceptions
      • Release Notes
    • The Licensing Client (Java)
      • Configure JAR Source
      • Configuring the Activation
      • Licensing API Nonce
      • IActivation interface
      • Zentitle2Core Library
      • Exceptions
      • FAQ
      • Release Notes
    • The Zentitle2Core Library (C++)
      • Security
      • Offline Activation
      • Generating Device Fingerprint
      • Using the Zentitle2Core Library
      • Troubleshooting and FAQs
    • Platform Summary
      • Turboscale architecture
      • SaaS Application Licensing
      • On-Premise Licensing
        • 1-Step Offline Deactivation: On-Premise
        • 2-Step Offline Activation: On-Premise
    • Offline Activation
    • Virtual Machine Control
    • No-code Test Application
      • Creating a Product and Entitlement
      • Download the demo files
      • OnPremDemo.dll.config setup
      • Test the demo application
        • Install Desktop Runtime
    • No-code SaaS Example
      • Creating a Product and Entitlement
      • Download the demo files
      • Collecting the serverside parameters
      • Edit appsettings.json file for IDE based Testing
      • Edit docker-compose.yml file for Docker-based Testing
      • Test the demo application
        • Using docker to test
    • Naming conventions/Glossary
  • Premium Features
    • Overdraft Tracker (Basic)
      • API references (Overdraft)
      • Overdraft Tracker on the dashboard
      • Reporting with the Overdraft Tracker
    • Network Licensing
    • Change log feature
  • Use Cases
    • Dark Site Local License Server (Network-based licensing)
    • Renewals (Customer Success) Management
    • Subscription grace periods
    • Self-service - End-user portal
    • Virtualized Environments
    • Usage-Based Licensing
    • Trial Management
    • Identity Based Licensing: Understanding IDP
    • Single Tenant Option
    • Entitlements with ERP & billing systems
    • Entitlements with Subscriptions
    • Entitlements with a CRM
    • E-commerce Integration
    • IoT and hardware licensing
    • SaaS Applications
    • Overuse tracking (overdrafts)
    • Order Fulfillment
  • Zentitle and M&A deals
  • Other
    • Zentitle2 Changelog
      • Terms and Conditions Changelog
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On this page
  • Top navigation
  • Zentitle2: Left navigation

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  1. Using the Platform UI

Getting around

PreviousNew User SetupNextSearch

Last updated 8 months ago

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Zentitle2 has been designed to be simple and fast to use.

Zentitle has several functions, including setting up and managing your products and customers. However, almost everything can be done using APIs, not the user interface.

Top navigation

You can select between our applications (Zentitle and Zengain) and the central administration sections.

Account setup and user management are done using the "" section.

Account setup is also a one-time setup in most cases. This is about adding your internal users and getting the credentials the engineering team needs to integrate your apps with Zentitle.

Zentitle2: Left navigation

The left-hand navigation is made up of 5 main areas.

  1. Help and support.

Using the dashboard is helpful for quick access to at-a-glance data and click-through to detailed reports.

Importing your customers and their associated end users is another essential option for mapping entitlements to your customers so you can manage them via Zentitle2.

This section holds all your entitlements, and you can manage your customers and their use of your products here. Entitlements are often also called "licenses" for on-prem applications.

When using Zentitle2, your product team must configure your products into the system. Products have several constituent parts, such as plans, and when combined, they are called "offerings," which are equivalent to your product pricelist items or SKUs.

Once products are set up, you can issue entitlements to customers.

The Zentitle2 Local License Server (LLS) allows the vendor to deploy a docker-container-based server to an end customer who does not want to (or cannot) allow an ongoing connection with the Zentitle2 cloud-based license server. This may be useful to your organization, or you may not require this premium feature.

Help and support

Use the help and support links to access the support team and the docs/API reference guides.

Dropdown menus and search use a function we call "type ahead" because the dropdown only has twenty items for speed and clarity. This allows you to start your request by typing, and the intelligent engine will display a tighter and tighter list of choices based on the number of characters you type—it simply makes life easier when searching for large lists in the dropdown dialog boxes.

: daily use for customer management and analytics.

: customers and end-user management.

: managing your customer and user rights.

: product setup and management.

: setup of and management of the LLS.

Daily customer management

Customers

Entitlements

Product catalog

The describe this in detail and tend to be a one-time initial setup with additions and changes as your business model morphs over time.

Local License Server

Dashboard
Customers
Entitlements
Product Catalog
Local License Server
help docs
administration