Partners' Guide: License Management

Managing Your Licences:

NFR Licences:

As a valued partner, you automatically receive 10 NFR (Not For Resale) licences for internal use. Assign these to your GTM Sales / Account Managers to enable them to best manage the platform and your SAT business moving forward.

Allocate NFR Licences

Once onboard, allocate your relevant GTM team members' NFR licences by following these steps:

1. Access your Partner Dashboard.
2. Navigate to the 'Users' section.
3. Select 'Add Users'.
4. Manually Add User one at a time, selecting the NFR licence type, or:

• 'Import Users' in bulk via a CSV file, or 
• 'Sync Users' using Active Directory Integration.

5. Click 'Save'.

Premium Licences:

Should you require additional licences internally, either for internal rollout or for additional GTM team members, you will need to order extra Premium licences.

Step 1. Order 'Premium' Licences

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

Step 2: Add Users

Follow these steps to add users:

1. Access your Partner Dashboard.
2. Navigate to the 'Users' section.
3. Select the 'Users' Tab.
4. Click on 'Add Users'.
5. Manually 'Add User' one at a time, or:

• 'Import Users' in bulk via a CSV file, or 
• 'Sync Users' using Active Directory Integration.

General Licences Dashboard Overview:

Within the Partner Licences section, you’ll find two tabs for easy navigation:

Licences Tab:

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

Orders Tab:

• My Orders: Orders that have been assigned to your company.
• Requested Orders: Orders requested by your customers, waiting to be assigned.
• Assigned Orders: Orders assigned to your customers.

Use Filter Options for License Management and Billing Customers

To streamline the management of your customers' orders, the platform provides multiple filter options:

• Billing Company: Filter orders by the billing company.
• Assigned to: Filter by the partner or customer company.
• Licence Type: Filter orders by licence type (e.g., Free, Premium, NFR).
• Status: Filter orders based on their status, whether requested or assigned.
• Assigned Date: Sort and track orders by the date they were assigned.

Introduce the Platform to Your Customers

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

New Potential Customer:

• Partner's Guide: How to Create a 30-Day Free Trial Account.
• Partner's Guide: How to Upgrade a Free Trial Account to a Premium Account.

New Qualified Customer:

• Partner's Guide: How to Create a Customer Company.
• Partner's Guide: How to Order New Premium Licences.
• Partner's Guide: Key Steps to Onboard Your Customers Effectively.

Existing Customer:

• Partner's Guide: How to Renew Your Customers' Licences.