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Licensing

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The Licensing page manages all your Pax8 subscriptions and license quantities. View subscriptions grouped by client, track active/cancelled/suspended status, filter by vendor and expiry, edit quantities, and manage Pax8 company mappings.

Licensing Page

Overview​

The Licensing page shows:

  • Stats Badges — Total subscriptions, active, cancelled, suspended counts
  • Filters — Search, status, client, vendor, expiry date
  • Grouped List — Subscriptions organized by client in collapsible groups
  • Actions — Edit quantities, sync from Pax8, map companies, create companies

How Subscription Data Gets Here​

License/subscription data syncs from Pax8, a cloud marketplace for IT services:

Prerequisites:

  1. Enable the Pax8 integration in Settings → Integrations
  2. Configure Pax8 API credentials
  3. Map Pax8 companies to PanelOne clients

Stats Badges​

BadgeColorMeaning
TotalDefaultAll subscriptions matching current filters
ActiveGreenCurrently active subscriptions
CancelledGrayCancelled subscriptions
SuspendedGrayTemporarily suspended subscriptions

Subscription List​

Subscriptions are grouped by client in collapsible sections. Each subscription shows:

  • Product name — Pax8 product/SKU name
  • Vendor — Software vendor (Microsoft, Adobe, etc.)
  • Quantity — Number of licenses
  • Price — Monthly or annual cost
  • Status — Active, cancelled, suspended
  • Start/end dates — Subscription period
  • Edit button — Change license quantity

Filtering​

Type to filter by client name, product name, or Pax8 subscription ID.

Status Filter​

  • All, Active, Cancelled, Suspended

Client Filter​

  • All Clients, specific client, or "Unmapped" (subscriptions not linked to a client)

Vendor Filter​

  • All vendors, or select a specific vendor (Microsoft, Adobe, etc.)

Expiry Filter​

  • All, Expiring in 30 days, Expiring in 90 days, Expired, No end date

Editing License Quantities​

  1. Click the edit button on any subscription
  2. The Edit Subscription Quantity dialog opens
  3. Enter the new quantity
  4. Click Save
  5. PanelOne updates the quantity in Pax8

Note: Requires the billing.subscriptions.manage permission.

Sync from Pax8​

Click Sync from Pax8 to pull the latest subscription data:

  1. Click the sync button in the header
  2. Wait for the sync to complete
  3. The subscription list refreshes with current data

Mapping Pax8 Companies to Clients​

Pax8 companies need to be mapped to PanelOne clients for subscriptions to appear under the correct client.

Using the Map Pax8 Dialog​

  1. Click Map Pax8 in the header
  2. The mapping dialog shows:
    • Your PanelOne clients on one side
    • Available Pax8 companies on the other
  3. Match each Pax8 company to its PanelOne client
  4. Click Save

Creating a Company in Pax8​

If a client doesn't have a Pax8 company yet:

  1. Click the Create in Pax8 dropdown
  2. Select the PanelOne client (only clients without a Pax8 mapping are shown)
  3. Enter or confirm the company name
  4. Click Create & Link
  5. PanelOne creates the company in Pax8 and links it to the client

Note: After creation, you'll need to add contacts in the Pax8 portal to activate the company before adding subscriptions.

Permission Gate​

Certain actions require the billing.subscriptions.manage permission:

  • Editing subscription quantities
  • Syncing from Pax8
  • Mapping companies
  • Creating companies

If you don't have this permission, these buttons won't appear.

Tips & Best Practices​

  • Map all Pax8 companies immediately after connecting — Unmapped subscriptions show as "Unmapped"
  • Use the expiry filter to catch subscriptions about to expire — Contact clients before renewals
  • Monitor "Unmapped" subscriptions — These indicate Pax8 companies that haven't been linked to clients
  • Sync regularly — Run a sync after making changes in the Pax8 portal
  • Use licensing data for billing reconciliation — Cross-reference with BillingOne's reconciliation feature