Skip to main content
  • Updated

Managing Sublicenses

  1. Jump to

  2. Use Case Information
  3. Creating a New Sublicense
  4. Editing a Sublicense
  5. Deleting a Sublicense

 

If you'd like to provision content to different cohorts within a particular client, you can set up sublicenses.

Use Case Information

Setting up sublicenses will allow all learners within the client to adhere to any master license terms and have the same branded experience, while at the same time allowing you to provision different content to subsets of learners.

Note

Your Main sublicense is automatically created when the panorama is created. It is automatically provisioned any content granted at the Client level.

If any other sublicense you've created needs access to content, you will provision content at the sublicense level after adding content at the panorama level. To learn more about provisioning access to sublicenses, please see the Provisioning Access for Clients article.

Creating a New Sublicense

  1. From your homepage, select Panorama.
  2. Click the Actions drop-down next to the client you want to alter and select Edit.
  3. Click Sublicenses from the left navigation menu.
  4. Click the Gear Icon on the top right, then click Add Sublicense.
    New_Sublicense.gif
  5. Complete the fields that can be found on each of the three tabs:
    • General Tab
      • Name
        • The sublicense name, which is used for internal display only.
      • SKU
        • An optional SKU for identifying this Sublicense during SSO.
      • Parent
        • Hierarchy for internal organization and view on the Sublicense page.
          General_Tab.png
    • Content Tab
      • Content options here will mimic the content buckets you've provisioned at the panorama/client level. For example, if you assigned one tag for content access at the panorama level, only that one tag will show as an option to grant to the sublicense.
        Content_Tab.png
    • Access Tab
      • Seat Limit
        • How many users can register or be added to this Sublicense.
      • Expire Access
        • How many days of access or a specific date to revoke access.
      • Access Days
        • The number of days a learner who is part of the Sublicense should have access to the courses.
          Access_Tab.png

        Tip

        See the Seat Limits & Expiration article for more guidance.

  6. Once you've completed the fields, click Save.
  7. Repeat steps 4-6 for each additional sublicense you wish to set up.

Editing a Sublicense

  1. From your homepage, select Panorama.
  2. Click the Actions drop-down next to the client you want to alter and select Edit.
  3. Click Sublicenses from the left navigation menu.
  4. Click the Info Icon next to the sublicense you wish to edit.
  5. Click the Pencil Icon.
  6. Edit any relevant information for the sublicense.
  7. Click Save.
    Edit_Sublicense.gif

Deleting a Sublicense

  1. From your homepage, select Panorama.
  2. Click the Actions drop-down next to the client you want to alter and select Edit.
  3. Click Sublicenses from the left navigation menu.
  4. Click the info icon next to the sublicense you wish to delete.
  5. Click the trash icon. You will see a warning message to confirm you'd like to delete the sublicense.

    Warning

    Learner access will be revoked immediately, and any children sublicenses will be relocated to the nearest parent.

  6. Click Yes to confirm and delete the sublicense.
    Delete_Sublicense.gif

Related articles