Manage company-level Adobe settings

The marketplace managers and resellers can manage company-level Adobe settings from the Vendor Information section under companies to:

• Create and update the Adobe company profile for the customer.
• Apply for and update Value Incentive programs like 3YC and linked memberships for the customer.

Prerequisites

• Set up Adobe integration, if not done already. Refer to Configure and sell Adobe products for more details. Contact your AppDirect technical representative for further assistance.

  📝 Note: Double-check all prerequisites and marketplace settings as specified in this section, even if previously configured.

• This feature is not available by default, contact your AppDirect technical representative for activation.

To manage the company-level Adobe settings

1. If you are a Marketplace Manager, Reseller, or Sales Support executive:
   1. Go to Manage > Marketplace > Dashboard > HOME | Companies.
      The Companies page opens.
   2. Click the {name} of the company for which you want to set the vendor settings.
      The Company details page opens.
   3. Select the Vendor Information tab.
   4. Select Adobe as the vendor from the Vendor drop-down. The details of the Adobe account if available, are displayed.
2. If you are a Company Administrator, navigate to Manage > Account > Company Settings > Vendor Information | Adobe.
3. To create an Adobe company profile for the customer:

   1. Click Add Additional Information.

   2. Fill in the following details:

      Field	Description
      First Name	First name of the primary Adobe contact for the company.
      Last Name	Second name of the primary Adobe contact for the company.
      Phone Number	Phone number of the primary Adobe contact for the company.
      Email	Email address of the primary Adobe contact for the company.
      Address	Address of the company.
      City	City of the company.
      State	State for the company address.
      Country	Country for the company address.
      Zipcode	Zipcode for the company address.
      Global Customer	Indicates whether the customer is a Worldwide customer. 📝 Note: The field is not visible to Company Administrators. The default value is No.
      Market Segment	Customer’s market segment. Commercial is set by default. Ensure that the reseller is authorised to sell in the selected market segment before choosing it for a customer.
      Preferred Language	Customer’s preferred language for Adobe products. 📝 Note: The marketplace language is set by default.
      Reseller	The Adobe reseller associated with the customer. 📝 Note: If a reseller is linked with the customer, it is selected by default. If not, the reseller for the distributor is selected by default. Don’t see the desired reseller? Check the FAQ section to find more.

   3. Click Save.
      The details are displayed in the details section. Once the Adobe customer profile is created, the customer can purchase Adobe products, or you can purchase them on their behalf.

      📝 Note: This is one method of creating an Adobe company profile. If no profile exists, the system will automatically create one when the customer makes their first Adobe purchase.

4. To update the details of an existing Adobe company profile:
   1. Select Update Company Profile from the action menu.
      The fields that can be updated are:
      • Email
      • Phone number
      • Address
      • City
      • Zipcode
      
      

      📝 Note: Customers without active subscriptions can update their market segment by purchasing an Adobe product from their desired segment—this will automatically update their market segment.
      

   2. Update the required information and click Update Details.
      A confirmation message is displayed and the updated details are displayed.
5. (Optional) Select Refresh to refresh the details after updating the information if not reflected automatically.
6. Apply for the following Value Incentive programs or edit if they are already applied for:
   • 3-Year Commit (3YC), for more information, see Enable partners to use Adobe 3YC program.
   • Linked membership (For Marketplace Manager, Reseller, and Sales Support Only), for more information, see Enable partners to handle Linked Memberships.
7. Schedule renewal quantity increase and new products at renewal, for more information, see Schedule quantity at renewal.

   ❗ Important: The scheduling quantity section is temporary, only available to Marketplace Managers, and will be removed in the future. This section is not available by default, contact your AppDirect technical representative for activation.

Frequently Asked Questions (FAQs)​

Have more questions about the vendor settings? This section provides answers to some of the commonly asked questions related to the vendor settings.

I do not see the reseller I want to associate with a customer in the dropdown menu with.
If a reseller doesn’t appear in the dropdown, it means the customer’s company isn’t yet linked to that reseller’s company. To resolve this:

1. Link the companies by following the steps in - Link reseller companies to customer companies.
2. Once linked, refresh the page, and the reseller will appear in the dropdown.

📝 Note: If the issues persist, contact Support.