Assign a Catalog to a Client

Modified on Thu, 31 Jul at 10:30 AM

To allow your clients to self service and order new licenses, you need to assign a catalog to them.


Global Catalog

You can select a catalog to be used as the global catalog. This will then be available as the default catalog for ordering for your clients.


If you assign a catalog specifically to a client, then this will override the global catalog and the client will see the catalog assigned to them.



Assigning a Catalog

Requirements

  • You must have access as the CSP to the end user portal
  • You must have the permission for being CSP Admin to access catalog management
  1. Log into the end user portal with your email address - https://portal.s365l.com

  2. Click on Admin

  3. Under Partner Administration click on "Assignments"

    1. On this page you can see the existing assignments and add new ones

  4. Click on "Create Assignment"

    1. Select the Catalog

    2. Select Company assignment type

    3. Select the company to assign it to

    4. Click Create Assignment

  5. This will now be assigned to the client

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