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3 | 3 | This topic describes how to manage customer license fields in the Replicated Vendor Portal, including how to add custom fields and set initial values for the built-in fields.
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4 | 4 |
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5 |
| -## Set Initial Values for Built-In License Fields (Beta) |
| 5 | +## Manage Built-In License Fields |
6 | 6 |
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7 |
| -You can set initial values to populate the **Create Customer** form in the Vendor Portal when a new customer is created. This ensures that each new customer created from the Vendor Portal UI starts with the same set of built-in license field values. |
| 7 | +This section describes how to manage the built-in license fields that are included in the licenses for all customer records by default. For a list of the built-in license fields, see [Built-In License Fields](/vendor/licenses-using-builtin-fields). |
| 8 | + |
| 9 | +### Set Initial Values for Built-In License Fields |
| 10 | + |
| 11 | +You can set initial values to populate the **Create Customer** form in the Vendor Portal when a new customer is created. This ensures that each new customer created from the Vendor Portal UI starts with the same set of built-in license field values. These _initial_ values differ from _default_ values in that setting initial values does not update the license field values for any existing customers. |
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9 | 13 | :::note
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10 | 14 | Initial values are not applied to new customers created through the Vendor API v3. For more information, see [Create a customer](https://replicated-vendor-api.readme.io/reference/createcustomer-1) in the Vendor API v3 documentation.
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11 | 15 | :::
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12 | 16 |
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13 |
| -These _initial_ values differ from _default_ values in that setting initial values does not update the license field values for any existing customers. |
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15 | 17 | To set initial values for built-in license fields:
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16 | 18 |
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17 | 19 | 1. In the Vendor Portal, go to **License Fields**.
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18 | 20 |
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| -1. Under **Built-in license options**, click **Edit** next to each license field where you want to set an initial value. |
| 21 | +1. Under **Built-in license options**, open the menu for the license field where you want to set an initial value and click **Edit**. |
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23 | 25 | [View a larger version of this image](/images/edit-initial-value.png)
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24 | 26 |
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| 27 | +1. In the **Edit built-in license field** dialog, edit the **Initial value** field. |
| 28 | + |
| 29 | +  |
| 30 | + |
| 31 | + [View a larger version of this image](/images/edit-built-in-license-field-dialog.png) |
| 32 | + |
| 33 | + :::note |
| 34 | + Click **Reset initial value** to reset the value for the field to its default. |
| 35 | + ::: |
| 36 | + |
| 37 | +1. (Optional) Enable the **Locked** checkbox to lock the license field. |
| 38 | + |
| 39 | + When a license field is locked, a lock icon is displayed on both the **Create a new customer** and **Manage customer** pages. |
| 40 | + |
| 41 | +1. Click **Update** to save your changes. |
| 42 | + |
| 43 | +### Lock Built-In License Fields |
| 44 | + |
| 45 | +When a license field is locked, a lock icon is displayed on both the **Create a new customer** and **Manage customer** pages. To edit a locked field, click the lock icon to temporarily unlock it. Locking a license field makes it more difficult to accidentally change the field's value. |
| 46 | + |
| 47 | +To lock a built-in license field: |
| 48 | + |
| 49 | +1. Under **Built-in license options**, open the menu for the license field that you want to lock and click **Edit**. |
| 50 | + |
| 51 | +1. In the **Edit built-in license field** dialog, enable the **Locked** checkbox to lock the license field. |
| 52 | + |
| 53 | +1. Click **Update** to save your changes. |
| 54 | + |
25 | 55 | ## Manage Custom License Fields
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26 | 56 |
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27 | 57 | You can create custom license fields in the Vendor Portal. For example, you can create a custom license field to set the number of active users permitted. Or, you can create a field that sets the number of nodes a customer is permitted on their cluster.
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