Merging Entitlements

This capability allows you to reassign entitlements and users to another account. When you merge an entitlement, everything in the entitlement remains the same, except the Sold To value. This is changed to reflect the new account. When you merge users, all users and contacts that are associated with the source account are reassigned to the target account.

Any channel partners that are assigned to an account’s entitlements are included in the merge.

The following selections are defined when merging entitlements from one account to another.

Merge Wizard Selections

Field

Description

Source Account

The company that currently own the assets. This can be either a customer account or a self-registered account.

Target Account

The company that receives the assets. Only customer accounts can be specified.

Assets to be Transferred

Select either or both:

Entitlements and Fulfillments: all entitlements, fulfillments, and host ID values are associated with the Target Account.
Users: all users and contacts that are associated with the Source Account are associated with the Target Account.