CPM Staff Tutorials

Parent Contracts

Updated on

This article describes how to find a parent contract and assign the eBook(s) to a user account.

How to find the contract.
  1. Select Internal Records from the CPM Records menu.
  2. Select POs, Pilots, & Preview Contracts
  1. Search for the parent account by username.
  2. Select edit on the account.

Parent contracts created before 02-14-2022 do not have Customer IDs and are not editable.

How to assign the eBook.
  1. Select Internal Records from the CPM Records menu.
  2. Select Find a User by login, email, or name.
  1. Search for the account.
  2. Select view on the account.
  1. Go to the Books tab.
  2. Select Manually Assign License
  1. Search by the Customer ID
  2. Select the customer
  1. Select the license.
  2. Enter the expiration date.
  3. Select Assign Licenses
Previous Article Customer Refactor
Next Article Extending eBook License's Expiration Date for Pilot Adoptions