How to Set Up a License Agreement

Who Can Create New Agreements, Required Permissions

To create a new agreement, you must have specific roles and permissions within DBL.

Role	Permissions Required	Can Create Agreements?
License Manager	Full access to license agreement creation and management workflows	Yes
Contributor Account Manager	Can create license agreements for content owned by their organization	Yes
Distributor Account Manager	Can request license agreements but cannot create them	No
Content Manager	View-only permissions	No

Related: Drafting an Agreement

Step-by-Step Guide to Setting Up a New Agreement

Create a New License Agreement

From your dashboard, click "New", then select "Create agreement".

You will see a "Create an agreement" window prompting you to select the content for which the license agreement will be created.

Use the search bar to type the content title or keywords. Results will appear automatically.

Select the Content

Click on the content you want to license. Selected content will be highlighted.

Click the "Next" button to proceed to license type selection.

Fill Out License Agreement Information

After selecting the content, proceed to fill out the license agreement details. You can enter information manually or follow the instructions in Drafting an Agreement for more detailed guidance on completing these sections.

License Type

Select either:

Open Access – Available to all authorized users.
Controlled Access – Restricted to a single organization per license agreement

For more details, see Open Access and Controlled Access.

Parties Involved

Add organizations to the license agreement:

Licensed by: Contributor organization (rights holder)
Licensed to: Distributor organization (licensee)

Add License Agreement Template

Select one of the following templates:
- Shared templates
  - Templates shared with an organization, either as a counterparty or by invitation.
  - We recommend these templates as they often represent organizational partnerships.
- Owned templates
  - Templates this organization owns. Templates in this field may have mixed access types (private, invited, community, etc.).
- Community templates
  - Templates accessible to all organizations after it has been approved by the Care Team.

Additional Information

Add any additional terms not covered in the template under Addendum and upload supporting documents if the template requires them.

Submit for Approval

After submission, click "Send for Approval" to submit the license agreement for review. The distributor organization will be notified, and you will receive an email once they approve or request changes.