Partners' Guide: How to Renew Your Customers' Licenses

With the platform's multi-tenant system, Account Managers have full control over any company (Sub-partner or Customer) under their wing. This means they can easily Order, Assign, and allocate licenses for their customers and sub-partners.

License Expiry

When the 12-month license period ends, it's important to note that the license status for both managers and learners will automatically switch to 'Expired.' This can occur simultaneously for all learners or specific individuals or groups with varying expiration dates. It's essential to recognise that licenses come with a 12-month countdown starting from the moment they're ordered and assigned, not when allocated to a learner.

Expiry Notification

Customer company Managers will receive two automated email notifications regarding license expiry:

1. Reminder notification 72 hours before their license expires.
2. License Expiry notification on the day their license expires.

How to Order New Licenses

Before expired licenses can be renewed, new licenses need to be ordered and this can be done in two ways:

1. Customer Managers Can Order New Licenses by:

• Accessing their 'Admin Dashboard'.
• Navigate to the 'Licenses' section.
• Select the 'Orders' tab.
• Click on 'Request Licenses' at the top left, and specify the number of licenses required.
• Click 'Save'.
• *MSP Account Managers will promptly receive an automated email alert regarding the requested licenses, allowing them to take swift action and allocate the licenses accordingly.

2. Manually by Partner Managers,

To manually manage the renewal of 'Expired' learners, Partner Managers can follow these easy steps:

Step 1. First Enter Managing Mode and Order Licenses:

• Access your Partner 'Admin Dashboard'.
• Navigate to your 'Company' section.
• Select the 'Customer Company' you wish to manage.
• Click on the 'Actions' button.
• Choose 'Manage Company' to enter manage mode.
• Within manage mode, navigate to the customer's 'Licenses' section and select the 'Orders' tab.
• Click on 'Request Licenses' at the top left, and specify the number of licenses required.
• Click 'Save'.

Step 2. Exit Manager Mode and Assign Licenses:

• Navigate to the 'Licenses' section of your Partner Dashboard.
• Select the 'Orders' tab.
• Navigate to the 'Requested Orders' section.
• Use the 'Add Filter' button to locate the specific 'Order' you wish to assign.
• Click on 'three dots' located to the right of the order.
• Select 'Assign'.
• *Customer Managers will promptly receive automated notification emails once new licenses are assigned and available for allocation.

c. Go back to 'Manage Company' mode to Allocate Expired Licenses:

• Access your Partner 'Admin Dashboard' 
• Navigate to the 'Company' section.
• Select the 'Customer' you wish to manage.
• Click on the 'Actions' button
• Choose 'Manage Company' to enter manage mode.
• Within manage mode, Navigate to the 'Licenses' section.
• Click on the 'Expired Licenses' tab to view a list of learners with expired licenses.
• Choose 'Select users Manually' or 'Select Users by CSV' .

Step 1: Select Users Manually:

• Choose individual learners to renew 'One by One' or 'Select All' existing learners.
• Click 'Allocate Licenses' to proceed

Step 2: Select Users by CSV

Renew existing learners by importing a CSV file, useful for renewing high volumes. Here's how:

• Click on the 'Import Licence Renewal' button in the top right.
• Add your User spreadsheet file. 
• From the dropdown select the spreadsheet column containing 'Email'.
• Review the number of Users identified for renewal vs the number of Users identified as not being renewed. 
• Click 'Renew Licences' to proceed.