Recent updates
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How do I change the primary user for a Licensee?
Updated onArticleNOTE: The primary user will receive all email notifications and be able to add additional users to the licensee account.
Licensor Support Licensee Profile, Contacts, Users
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How do I add a new contact to a Licensee ?
Updated onArticleOnce you have created the licensee company you can add contacts and users.
Licensor Support Licensee Profile, Contacts, Users
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How do I invite a third party to view one or more of my agreements?
Updated onArticleRestricted users can view agreement terms and financial data and manage tasks for only those agreements you invite them to access. Here's how to do so.
Licensor Support Licensee Profile, Contacts, Users
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How to delete Licensees?
Updated onArticleLicensee can be deleted if they don't have any agreements assigned to them. A good practice is to always check that no agreement are assigned
Licensor Support Licensee Profile, Contacts, Users
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How do I convert a contact to a user?
Updated onArticleOnce you have created all of your contacts for each of the licensees. You can convert those contacts to users of the system and give them specific roles depending on their functions.
Licensor Support Licensee Profile, Contacts, Users
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How to create a new licensee?
Updated onArticleThe licensee section of RoyaltyZone is similar to a "Rolodex". It will contain all the licensee information, including trends, agreements, address book and profile.
Licensor Support Licensee Profile, Contacts, Users
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How do I disable Email notifications?
Updated onArticleLicensor Support Licensee Profile, Contacts, Users
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How do I add a user to my RoyaltyZone account?
Updated onArticleLicensor Support Licensee Profile, Contacts, Users
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How do I set up "Liability Insurance" request email?
Updated onArticle60 days before the Liability Insurance expires, RoyaltyZone will send reminders email to licensees. The emails reminders can be customizable and make it more personable. If not filled out the email sent will be a RoyaltyZone generic email.
Licensor Support Set-Up
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What is "Name and Template Mapping" and how can I maintained them.
Updated onArticleThe Name & Template Mapping allows you to: View and delete custom sales upload templates created by all users. View and delete mappings created when uploading sales or bulk products. Mappings created via the bulk product upload are labeled with a mapping type *Product* and the mappings are available for all products uploads regardless of the agreements. Mappings created via a sales upload are labeled with a mapping type *Sales* and these are specific to the Licensee This is also a good location to view what licensee and licensor are mapping data to, and cleaning up the data. Maintaining the data by occasionally deleting old mapping that are no longer accurate is a good practice. This way the data is up to date.
Licensor Support Set-Up