Create default products

Marketplace Managers can define rules that determine the products that are assigned automatically to new marketplace users.

To create a default product

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Products > Promotions | Promotional Products. The Promotional Products page opens.

2. Above the Default Product table, click Add Product. The Add Products dialog opens.

3. Enter the product name and rule label in the Description field. For example, Salesforce - Free Edition for Reseller Companies. This information is displayed prominently in the Default Products table.

4. In the Choose Product field, type a product name. Search results appear as you type.

5. Click the desired product name from the search results. All free trials and free editions of this product are automatically added to the Product Edition drop-down list in the Rules section.

6. Select a Product Edition from the drop-down list.

7. Do one of the following:

   • To assign the product to new members of all companies, accept the default All Companies option. This option includes regular marketplace companies, developer companies, and reseller companies.
   • To assign the product to new members of certain companies, click one or more of the Company Permission checkboxes to determine which company types—as defined by the Company Access checkboxes in each company’s details page at Manage > Marketplace > Home | Companies > companyName—receive this default product.

   📝 Note: Regardless of the permissions defined in this step, the first user of a company (a Company Administrator) is assigned the product by default. For example, if you assign the product to the Marketplace Manager role by default, the Company Administrator of that company, who is the first user, also receives the product.

   The following table shows the selections required to assign the default product to a company.

   Company Permission checkbox (in the Add Products dialog)	Company Access checkbox (in the company’s details page)
   Marketplace Manager	Marketplace Access
   Developer	Developer Access
   Reseller	Reseller Access

   For example, if a company has all three Company Access checkboxes (Developer Access, Marketplace Access, and Reseller Access) selected on its company’s details page, a default product with only one matching Company Permission checkbox is assigned to the company.

8. From the User Group list, select a user group to receive this default product from the User Group drop-down list.

   • If you select Everyone, all company members receive this default product when they are added to a company with the permissions configured in the previous step.
   • If you select one of the other user groups, only members of the selected group receive the default product. If you select this option, and the company configured in the previous step does not include the users or roles defined in the group, the default product is not assigned.
     For more information on user groups, see Create user groups.

9. Click Save.
   You can perform the following tasks to manage default products:

   • Unassign default products after they are assigned to groups as described in Assign applications to groups.
   • Cancel user subscriptions to default products as described in Cancel subscriptions.
   • Delete or edit the rules that assign default products as described in Manage promotional products.