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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
  • Getting Set Up (Basic)
  • Setting up your products and business model.
  • Setting up internal users.
  • Accessing the API and SDKs (Webhooks).
  • Add your end-user customers.
  • Getting Set Up (Premium)
  • Setting up an End User Portal (allowing users to self-manage)
  • Setting up for Network deployments (Local License Server)
  • Adding Offline Activation options to your product
  • Management (Post shipping)
  • Management of Customers
  • Management of Entitlements
  • Upselling Customers
  • Driving more sales via usage tracking

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  1. Using the Platform UI

Getting started

PreviousProviding feedbackNextIntroduction

Last updated 8 months ago

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Zentitle2 has a UI that allows you to configure, set up, and manage the various activities required to monetize your end users.

The prime functions of the UI are described here - they are essentially set up at the beginning of the journey, followed by testing and release. Once you have customers on the platform, you can manage them and their rights here.

The dashboard provides useful charts and data to help control and grow your business.

Every function outside the initial setup here can be done outside the portal using our APIs.

Getting Set Up (Basic)

Setting up your products and business model.

The first step in using Zentitle2 starts with setting up a "product catalog" in the Zentitle2 UI.

You cannot wire up your apps and get testing until you have a primary product, its associated parts, and an associated entitlement.

You can authenticate end users to entitlements with either a license code (activation code) or their username () and then choose the type of deployment, be it SaaS, on-premise, or hybrid (plus hardware/iOT), that meets your needs. With Zentitle2, you can mix and match deployment models, business models, and pricing models all in one platform.

The product details found on the Zentitle2 UI, plus API keys, are required to connect to Zentitle2 and make your apps work, so start with that process first.

Setting up internal users.

Add your internal users and manage them and their permissions

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Accessing the API and SDKs (Webhooks).

In order to wire up your app., you will need API keys and access to the SDKs or API details.

These are the key first tasks. You can also start to add your end-user customers now too.


You can manually add or bulk import "customers" to the database in the Zentitle2 UI.


Getting Set Up (Premium)

Once the basics are set up, you can explore options for your production deployment. Zentitle2 has several more advanced features that save time and money or allow for deployment into offline environments, be they node or network-based.

Setting up an End User Portal (allowing users to self-manage)

You can customize and deploy your end-user portal to help users self-manage licenses.

Setting up for Network deployments (Local License Server)

Using our Local License Server option, you can deploy Zentitle into offline dark sites that require an internal network.

Adding Offline Activation options to your product

You can deploy our offline license option for node-locked end users in offline environments.


Management (Post shipping)

Management of Customers

Once you are in production, the portal becomes helpful in managing your end users. You can manually add or edit their details in the portal.

Management of Entitlements

Once you are in production, the portal becomes helpful in managing your end users' entitlements. You can manually add or edit their details in the portal.

Upselling Customers

Changing offerings on an entitlement is an important workflow for a Software Vendor. It means upgrading or downgrading the end users' rights, which needs to be fast and easy for both parties.

Driving more sales via usage tracking

The Overdraft tracker is a great way to grow sales. It provides an "evidence-based" approach for the sales team to discuss options with customers and upsell them to new revenue tiers (if that's your business model).

→ about API keys. and .

Add your end-user customers.

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Learn more
Go here for the webhooks
here for SDKs and API
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Account-based licensing/identity licensing
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