Self-service in customer portal [Full launch]

What is the benefit? Why is this valuable?

License Manager Users of Qt License Server should be able to do self-service for managing site and floating licenses within the Customer Portal. This will enable customers to handle license pool operations such as merging and splitting, improving flexibility and autonomy in license management.

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RnD User Stories:

1. Manage Access Control List for Site License
   • As a Qt License Server License Manager, I want to manage the access control list (ACL) for site licenses through the Customer Portal, so that I can control who has permission to use the licenses within my organization.
   • Acceptance Criteria:
     • Admins can add or remove users from the ACL.
     • Changes to the ACL are applied in real-time and logged for audit purposes.
2. Revoke License for Qt Hosted backend, On-Prem Connected or On-Prem Airgapped Backend
   • As a Qt Account Manager / Customer Success Engineer, I want to revoke a license for Qt License Server through the Customer Portal, so that I can reallocate licenses or manage compliance.
   • Acceptance Criteria:
     • User can select individual users, groups or organisations and revoke their licenses instantly.
     • A confirmation prompt is displayed before revocation to prevent accidental actions.
     • The status of revoked licenses is updated immediatelly.
3. Manage License Pools
   • As a Qt License Server License Manager, I want to manage license pools within the Customer Portal, so that I can allocate and distribute licenses based on different teams, departments, or projects.
   • Acceptance Criteria:
     • Users can create, rename, merge, and split license pools through a user-friendly interface.
     • License allocation per pool can be adjusted dynamically, and changes are applied without server restarts.
     • Detailed views of license usage per pool are available for monitoring purposes.

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PM User Stories:

1.Develop Comprehensive Training and Onboarding Material

• As a product manager, I want to create training and onboarding material for the new self-service features, so that customers can easily understand and use them.
• Acceptance Criteria:
• Training videos, step-by-step guides, and interactive demos are created for each new feature.
• Onboarding emails and in-app tutorials introduce customers to the self-service capabilities.
• All material is reviewed for clarity, accuracy, and alignment with brand messaging.

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2. Create Marketing and Sales Collateral

• As a product manager, I want to develop marketing and sales collateral that highlights the new self-service features, so that the sales team can effectively promote them to customers.
• Acceptance Criteria:
  • A feature-focused product brochure and slide deck are created for use by the sales team.
  • Marketing content such as blog posts and website updates are produced to announce the launch.

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3. Coordinate Internal Training for Sales and Support Teams

• As a product manager, I want to ensure the sales and support teams are trained on the new self-service features, so they can assist customers effectively and address inquiries.
• Acceptance Criteria:
  • A training session is held for sales and support teams, with a recording available for future reference.
  • FAQs and a quick-reference guide are provided to assist teams in addressing customer questions.
  • A follow-up Q&A session is scheduled to address any emerging concerns post-training.

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Technical information

• Planning is here: https://miro.com/app/board/uXjVKCCMsMg=/