6. Unless there are more
than one agreements
with an odd number of
accounts
User management
Showing
1 Agreement with
6 Accounts
• Explicitly displays up to 6
Agreements and Accounts
• Quick access to view all
users
• Can be filtered to specific
Agreement and Account
Orders
Agreements
Downloads and keys
View users
ADD USER
Agreement 123456
Account 727272
Account 637364
727272
AGREEMENT
Account 727272
Account 837323
727272
Account 638373
All users
Account 987654
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
637364
John
Abcodella
jabcodella@contoso.com
Administrator
638373
John
Abcodella
jabcodella@contoso.com
Administrator
837323
John
Abcodella
jabcodella@contoso.com
Administrator
987654
John
Abcodella
jabcodella@contoso.com
Administrator
123456
ACTIONS
7. User management
Showing
1 Agreement with
2 Accounts
• Explicitly displays all
Agreements and Accounts
• Quick access to view users
across all accounts
• Can be filtered by specific
Agreement and Account
Orders
Agreements
Downloads and keys
View users
ADD USER
Agreement 123456
Account 637364
All users
AGREEMENT
Agreement 654321
Account 727272
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
637364
John
Abcodella
jabcodella@contoso.com
Administrator
637364
Marie
Rodgers
mrodger@contoso.com
Downloads
727272
John
Abcodella
jabcodella@contoso.com
Administrator
727272
Marie
Rodgers
mrodger@contoso.com
Downloads
123456
654321
ACTIONS
8. Unless there are more
than one agreements
with an odd number of
accounts
User management
Showing
2 Agreements with
multiple Accounts
• Explicitly displays up to 7
Agreements and Accounts
• Quick access to view all
users
• Can be filtered by specific
Agreement and Account
Orders
Agreements
Downloads and keys
View users
ADD USER
Agreement 123456
Agreement 654321
Account 727272
Account 637364
727272
AGREEMENT
Account 837323
Account 727272
727272
Account 727272
Account 838473
727272
Account 638373
All users
Account 987654
Account 987234
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
637364
John
Abcodella
jabcodella@contoso.com
Administrator
637364
Marie
Rodgers
mrodger@contoso.com
Downloads
638373
John
Abcodella
jabcodella@contoso.com
Administrator
837323
John
Abcodella
jabcodella@contoso.com
Administrator
987654
John
Abcodella
jabcodella@contoso.com
Administrator
838473
John
Abcodella
jabcodella@contoso.com
Administrator
987234
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
ACTIONS
9. Unless there are more
than one agreements
with an odd number of
accounts
User management
Showing
2 Agreements with
multiple Accounts
• Explicitly displays up to 7
Agreements and Accounts
• Quick access to view all
users
• Can be filtered by specific
Agreement and Account
Orders
Agreements
Downloads and keys
View users
ADD USER
Agreement 123456
Agreement 654321
Account 727272
Account 637364
727272
AGREEMENT
Account 727272
Account 837323
727272
Account 727272
Account 838473
727272
Account 638373
All users
Account 987654
Account 987234
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
637364
John
Abcodella
jabcodella@contoso.com
Administrator
637364
Marie
Rodgers
mrodger@contoso.com
Downloads
638373
John
Abcodella
jabcodella@contoso.com
Administrator
837323
John
Abcodella
jabcodella@contoso.com
Administrator
987654
John
Abcodella
jabcodella@contoso.com
Administrator
838473
John
Abcodella
jabcodella@contoso.com
Administrator
987234
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
ACTIONS
10. Scenario 2
Edit an existing user
By size: Small – Medium – Large – Extra Large
14. User management
Orders
Agreements
Downloads and keys
View users
AGREEMENT
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
654321
John
Abcodella
jabcodella@contoso.com
Administrator
654321
Marie
Rodgers
mrodger@contoso.com
Downloads
727272
John
Abcodella
jabcodella@contoso.com
Administrator
123456
John
Abcodella
jabcodella@contoso.com
Administrator
246743
John
Abcodella
jabcodella@contoso.com
Administrator
345678
John
Abcodella
jabcodella@contoso.com
Administrator
456789
John
Abcodella
jabcodella@contoso.com
Administrator
567890
John
Abcodella
jabcodella@contoso.com
Administrator
676543
John
Abcodella
jabcodella@contoso.com
Administrator
798787
John
Abcodella
jabcodella@contoso.com
Administrator
807685
John
Abcodella
jabcodella@contoso.com
Administrator
123456
234567
ACTIONS
18. User management
Orders
Agreements
Downloads and keys
View users
Agreement 123456
Account 654321
Agreement 123456
Account 727272
AGREEMENT
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
ACTIONS
19. Unless there are more
than one agreements
with an odd number of
accounts
User management
Orders
Agreements
Downloads and keys
View users
ADD USER
Agreement 123456
Account 727272
Account 727272
Account 727272
Account 837323
727272
Account 838473
Account 637364
All users
Account 727321
Account 987234
AGREEMENT
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
123456
727272
John
Abcodella
jabcodella@contoso.com
Administrator
654321
838473
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
637364
John
Abcodella
jabcodella@contoso.com
Administrator
654321
838473
John
Abcodella
jabcodella@contoso.com
Administrator
654321
987234
John
Abcodella
jabcodella@contoso.com
Administrator
123456
727321
John
Abcodella
jabcodella@contoso.com
Administrator
ACTIONS
20. Scenario 3
Edit an existing user
By size: Small – Medium – Large – Extra Large
24. User management
Orders
Agreements
Downloads and keys
View users
Agreement 123456
Account 654321
Agreement 123456
Account 727272
AGREEMENT
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
ACTIONS
26. User management
All users
Agreement 123456
Orders
Agreements
Agreement 123456
Account 727272
Downloads and keys
Agreement 123456
Account 727272
AGREEMENT
ACCOUNT
FIRST NAME
LAST NAME
EMAIL ADDRESS
ROLE
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
123456
654321
John
Abcodella
jabcodella@contoso.com
Administrator
ACTIONS
27. User management
Orders
Agreements
Downloads and keys
Edit user
Details
Permissions
Notifications
Reporting
Membership
Details
USER ID
francio
CONTACT EMAIL
francio@contoso.com
FIRST NAME
Fran
LAST NAME
Cointreau
COUNTRY
United States
LANGUAGE
English
AGREEMENT
ACCOUNT
123456
654321
X
654321
X
123456
654321
X
654321
X
654321
X
28. User management
Orders
Agreements
Downloads and keys
Edit user
Details
Permissions
Notifications
Reporting
Membership
Details
USER ID
francio
AGREEMENT
CONTACT EMAIL
francio@contoso.com
123456
FIRST NAME
Fran
LAST NAME
Cointreau
COUNTRY
United States
LANGUAGE
English
ACCOUNT
654321
X
654321
X
123456
654321
X
654321
X
654321
X
29. User management
Orders
Agreements
Downloads and keys
Edit user
Details
Permissions
Notifications
Reporting
Permissions
AGREEMENT
ACCOUNT
PERMISSION 1
PERMISSION 2
X
X
PERMISSION 3
PERMISSION 4
PERMISSION 5
X
X
123456
654321
654321
X
123456
654321
X
654321
X
654321
X
X
30. User management
Orders
Agreements
Downloads and keys
Edit user
Details
Permissions
Notifications
Reporting
None
None
None
Membership
Details
USER ID
francio
AGREEMENT
CONTACT EMAIL
francio@contoso.com
123456
FIRST NAME
Fran
LAST NAME
Cointreau
COUNTRY
United States
LANGUAGE
English
ACCOUNT
654321
X
654321
X
123456
654321
X
654321
X
654321
X
33. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
34. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
35. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Sort
Filter
New
Category
List
View
Map
View
New
Quote
36. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Sort
Filter
New
Category
List
View
Map
View
New
Quote
37. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
New Quote
Contoso, LLC
$ 14,978,500.00
Sort
Quote ID 98765432
Quote ID 98765432
Filter
New
Category
List
View
Map
View
New
Quote
38. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
New Quote
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
39. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
New Quote
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
40. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
New Quote
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
41. Quotes
Draft
Pending
Rejected
Approved
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
Contoso, LLC
$ 14,978,500.00
New Quote
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
New Quote
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
New Quote
Contoso, LLC
Contoso, LLC
$ 14,978,500.00
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
New Quote
Contoso, LLC
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
42. New Quote
General Properties
Customer
Quote ID
Status
98765432
Draft
Price Level
Customer Type
Pricing Country
A
Corporate
United
States
Items
Concessions
Participants
None
None
None
None
43. New Quote
General Properties
Customer
Quote ID
Status
98765432
Draft
Price Level
Customer Type
Pricing Country
Items
Concessions
Participants
None
None
None
None
A
Corporate
United
States
Notes
General Properties
QUOTE NAME
STATUS
New Quote
Draft
PRICE LEVEL
A
CUSTOMER TYPE
Draft
Begin typing here to add a note
PRICING COUNTRY
United States
44. New Quote
General Properties
Customer
Quote ID
Status
98765432
Draft
Price Level
Customer Type
Pricing Country
A
Corporate
United
States
Customer
ADD CUSTOMER
Items
Concessions
Participants
None
None
None
None
45. New Quote
General Properties
Customer
Quote ID
Status
98765432
Draft
Price Level
Customer Type
Pricing Country
Items
Concessions
Participants
None
None
None
None
A
Corporate
United
States
Customer
PAR
New Quote
PRICE LEVEL
A
COMPANY NAME
Draft
CUSTOMER TYPE
Draft
PRICING COUNTRY
United States
46. Summary
Quote Status
Quote Type
Subtotal
Offer
Estimated Offer Start
Draft
Renewal
$ 14,978.00
Transactional
Committed
2015-08-01
Price Level
Notes
Begin typing here to add a note
Wednesday, October 12, 2014
This customer was really nice.
Wednesday, October 10, 2014
Suggested a 3 yr warranty and antivirus – Opty
777652.
A