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• Commerce

Self-Service Seat License Purchase & Provisioning

In this project, we designed a self-service flow that allows customers to purchase, provision, and assign Seat Licenses directly from a B2B platform.

The goal was to enable customers to independently manage their licenses, improving user autonomy, accelerating onboarding, and reducing support dependency.

Product

Core Features Request

01. Seat Licenses Flow

02. Provisioned Add-On          Licenses

03. Marketplace Page

The flow will guide customers from license selection (Annual / Monthly, Plan Level) through user creation and final purchase confirmation. We will consider updating the Users Page to adapt dynamically based on available licenses, encouraging purchase when none are available.

The purchase and provisioning flow evolves depending on the customer's entry point (Licenses Page or Product Detail Page). It will ensure that customers maintain the correct balance between Seat Licenses and Add-On Licenses while simplifying assignment, removal, and transfers across users.

The Marketplace delivers a streamlined experience for users to discover, explore, and purchase Add-Ons. All Add-Ons are presented in a structured, layout that balances visual simplicity with scalability.

Problem

Previously, Seat License purchasing and provisioning relied heavily on manual processes or assistance from internal teams. This created friction for customers who needed to scale quickly, and it increased operational burden internally.

Key problems identified:

  • No self-service purchasing path for Seat Licenses.

  • No dynamic user assignment experience based on license availability.

  • Limited transparency into license quantity, billing frequency, or pricing during the purchase process.

Goals

  • Allow customers to purchase Seat Licenses (Annual or Monthly) independently.

  • Create a simple flow to assign licenses immediately after purchase.

  • Clarify billing details (e.g., Plan type, License type, Price) before checkout.

  • Update the Users Page to reflect available or unavailable licenses dynamically.

  • Enable scalability for single-user or multi-user creation.

About

Design Approach

Entry Point

  • A new Purchase CTA added prominently on the Licenses Page.

  • Customers select the License Type (Annual or Monthly) and Plan (Essential, Professional, Enterprise).

  • Customers input the Quantity of licenses they want to buy.

Purchase Flow

  • Display clear billing breakdowns (License type, Plan, Price per user, Total due).

  • Ensure customers know what they are buying before proceeding.

  • Customers are given the choice to Create a User immediately after purchasing.

Create User

  • After license purchase, customers can create 1 user at a time.

  • Mandatory fields: Name, Email, Role (optional: Team Assignment).

  • Design allows easy creation of multiple users if needed.

Final Confirmation

  • Summarize the purchase: Number of Licenses bought, Users created, and Billing Summary.

  • Display success confirmation and link back to Users Page or Licenses Page.

Dynamic Users Page Update

  • If Licenses are Available: Admins can create users and assign licenses immediately.

  • If No Licenses are Available: Alert displayed with link back to Licenses Page to purchase more.

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