User management v1.3 (Microsoft 2012)

1. Scenario 1 Edit an existing user By size: Small Medium Large Extra Large

2. Microsoft Volume Licensing User management Orders Agreements Downloads and keys

4. 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 [email protected] Administrator 638373 John Abcodella [email protected] Administrator 837323 John Abcodella [email protected] Administrator 987654 John Abcodella [email protected] Administrator 123456 ACTIONS

5. 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 [email protected] Administrator 637364 Marie Rodgers [email protected] Downloads 727272 John Abcodella [email protected] Administrator 727272 Marie Rodgers [email protected] Downloads 123456 654321 ACTIONS

6. 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 [email protected] Administrator 637364 Marie Rodgers [email protected] Downloads 638373 John Abcodella [email protected] Administrator 837323 John Abcodella [email protected] Administrator 987654 John Abcodella [email protected] Administrator 838473 John Abcodella [email protected] Administrator 987234 John Abcodella [email protected] Administrator 123456 654321 ACTIONS

7. 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 [email protected] Administrator 637364 Marie Rodgers [email protected] Downloads 638373 John Abcodella [email protected] Administrator 837323 John Abcodella [email protected] Administrator 987654 John Abcodella [email protected] Administrator 838473 John Abcodella [email protected] Administrator 987234 John Abcodella [email protected] Administrator 123456 654321 ACTIONS

10. User management Orders Agreements Downloads and keys View users Agreement 123456 All users Agreement 234567 Account 654321 Account 654321 Account 838261 Account 727272 Account 838273 Account 983322 Account 845678 Account 845678 Account 987654 Account 987654

11. User management Orders Agreements Downloads and keys View users AGREEMENT ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 654321 John Abcodella [email protected] Administrator 654321 Marie Rodgers [email protected] Downloads 727272 John Abcodella [email protected] Administrator 123456 John Abcodella [email protected] Administrator 246743 John Abcodella [email protected] Administrator 345678 John Abcodella [email protected] Administrator 456789 John Abcodella [email protected] Administrator 567890 John Abcodella [email protected] Administrator 676543 John Abcodella [email protected] Administrator 798787 John Abcodella [email protected] Administrator 807685 John Abcodella [email protected] Administrator 123456 234567 ACTIONS

12. User management Orders Agreements Downloads and keys View users Agreement 234567 All users Agreement 234568 Agreement 345678 Account 654321 Account 838261 Account 654321 Account 838273 Account 983322 Account 789987 Account 845678 Account 987654 Account 876543

13. User management Orders Agreements Downloads and keys View Users Agreement 234567 Agreement 234568 Agreement 345678 Account 654321 Account 727272 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Agreement 234568 Agreement 234567 Agreement 234568 Agreement 345678 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 883873 Account 845678 Account 654321 Account 883873 Account 845678 Account 987654 Account 845678 Account 987654 Account 654321 Account 727272 All users

14. User management Orders Agreements Downloads and keys View Users Agreement 234567 All users Agreement 234568 Agreement 345678 Account 654321 Account 727272 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Agreement 234568 Agreement 345678 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Agreement 234567 Account 654321 Account 727272 Agreement 234568 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 883873 Account 845678 Account 654321 Account 883873 Account 845678 Account 987654 Account 845678 Account 987654 Agreement 345678 Account 654321 Account 727272

15. 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 [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator ACTIONS

16. 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 [email protected] Administrator 654321 838473 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 637364 John Abcodella [email protected] Administrator 654321 838473 John Abcodella [email protected] Administrator 654321 987234 John Abcodella [email protected] Administrator 123456 727321 John Abcodella [email protected] Administrator ACTIONS

19. User management Orders Agreements Downloads and keys View users Search Agreements Search Accounts SEARCH Recent agreements and accounts Agreement 123456 Account 654321 Account 727272 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 123456 Account 654321 Account 727272 Agreement 123456 Account 654321 Account 727272 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 883873 Account 845678 Account 987654 Account 987654 Agreement 123456 Account 654321 Account 727272 Agreement 123456 Account 654321 Account 727272 Agreement 234568 Account 838261 Account 983322 Agreement 345678 Account 654321 Account 789987 Account 876543 Agreement 234568 Account 838261 Account 983322

20. 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 [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator ACTIONS

21. Scenario 4 Edit an existing user Open and Edit a user

22. 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 [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator 123456 654321 John Abcodella [email protected] Administrator ACTIONS

23. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting Membership Details USER ID francio CONTACT EMAIL [email protected] 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

24. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting Membership Details USER ID francio AGREEMENT CONTACT EMAIL [email protected] 123456 FIRST NAME Fran LAST NAME Cointreau COUNTRY United States LANGUAGE English ACCOUNT 654321 X 654321 X 123456 654321 X 654321 X 654321 X

25. 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

26. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting None None None Membership Details USER ID francio AGREEMENT CONTACT EMAIL [email protected] 123456 FIRST NAME Fran LAST NAME Cointreau COUNTRY United States LANGUAGE English ACCOUNT 654321 X 654321 X 123456 654321 X 654321 X 654321 X

27. Microsoft Licensing Center Sections Sales Packages User Name Approvals Accounts Pending Approved 4 Quotes Opportunities 2 Rejected 1 Processed

28. Microsoft Licensing Center Sections Sales Packages User Name Approvals Accounts Pending Approved 4 Quotes Opportunities 2 Rejected 1 Processed

29. 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

30. 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

31. 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

32. 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

33. 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

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 New Quote Contoso, LLC $ 14,978,500.00 Quote ID 98765432

37. 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

38. 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

39. 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

40. 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

41. 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

42. 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

43. End

User management v1.3 (Microsoft 2012)

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Transcript of User management v1.3 (Microsoft 2012)