Associating Accounts with Entitlements

In the Accounts view, you can associate accounts with entitlements.

To associate an account with an entitlement

  1. Navigate to the Entitlements screen, then the Agreement Entitlements view.

  2. Select an entitlement, and click the Accounts view tab.

  3. Create a new account record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field Comments

    All Contacts

    Select this check box to indicate the entitlement covers all contacts that are associated with the account. Entitlement verification uses this information. For more information, see Entitlement Selection.

    All Products

    Select this check box to indicate the entitlement covers all products. Entitlement verification uses this information.