Partners' Guide: License Management

Managing Your Licenses:

NFR Licenses:

As a valued partner, you automatically receive 10 NFR (Not For Resale) licenses for internal use. Load up your GTM Sales / Account Managers to equip them to best manage the platform and your SAT business moving forward. *NFRs do not expire.

How it Works:

Step 1: Add Users:  Once onboarded, it's time to allocate your relevant team members' NFR licenses to GTM. This can be done by following these easy steps:

  1. Access your Partner Dashboard.
  2. Navigate to the 'Users' section.
  3. Select 'Add Users'.
  1. Click 'Save'.

NOTE: Once your initial users have been added, they will automatically be allocated NFR licenses.

Premium Licenses:

Should you require additional licenses internally, either for internal rollout or additional GTM team members, you will be required to order additional ' PREMIUM' licenses.

How it Works:

Step 1. Order 'Premium' Licenses

  1. Access your 'Partner Dashboard'. 
  2. Navigate to the 'Licenses' section.
  3. Select the 'Orders' tab.
  4. Click on 'Add Licenses'.
  5. Populate the 'Number of Licenses' needed.
  6. Click 'Save'.

Need More Licenses? Explore our Manager's Guide: How to Order Licenses.🧐

Step 2: Add Users

To get started follow these easy steps:

  1. Access your Partner Dashboard.
  2. Navigate to the 'Users' section.
  3. Select the 'Users' Tab.
  4. Click on 'Add Users'.

NOTE: Once your new learners have been added, they will automatically be allocated PREMIUM licenses.

How to Manage Your Customer's Licenses

With the platform's multi-tenant system, Partner Managers have full control over any company (Sub-partner or Customer) under their wing. This means they can easily Order, Assign, and Allocate licenses on behalf of their customers.

License Types:

The platform enables MSP Partners to provide potential customers with two License Types:

  1. Free Trial Licenses:

A 'Free Trial' license gives potential customers full platform access for 30- Days. Free from any feature limitations except for the duration. This empowers customer managers to thoroughly explore the platform - access the expansive training content and phishing template library, conduct useful baseline phishing simulations, or deploy full training campaigns. All without the need for any upfront payment.💰

  1. Premium Licenses:💎

A 'Premium' license offers full platform access, unlimited training, and phishing campaigns for 12- months from the assignment date. Easily reallocate licenses to new learners if an existing learner leaves the company.

General License Dashboard Overview:

Within the 'Licenses' section, you'll find two tabs for easy navigation:

  1. Licenses Tab:
  • Available Licenses: Ready to be allocated to new learners.
  • Allocated Licenses: Already assigned to learners.
  • Expiring Licenses: Set to expire within the next 30 days.
  • Expired Licenses: Licenses that have already expired.

  1. Orders Tab:
  • My Orders: Keep track of all license orders and assignments to date for your company.
  • Requested Orders: View orders requested by your company, awaiting assignment by your account manager.

How it Works:

When you're ready to introduce the Platform to your customers, follow these guides:

New Potential Customer:

New Qualified Customer:

Existing Customer:

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