Partners' Guide: Editing and Changing Company Type

Managing company types within our platform is crucial for effective license management and organizational structure. This guide provides step-by-step instructions on how to edit and change company types and outlines important considerations for each transition.

Understanding Company Types:

Before proceeding with any changes, it's essential to understand the rules and of each company-type transition:

From	To	Outcome
Partner	Inactive	The Partner will automatically lose 10 NFR licenses. Premium licenses continue.
Partner	Customer	The Partner will automatically lose 10 NFR licenses. New Premium licenses will need to be ordered, assigned, and allocated.
Trial	Partner	Trial licenses will automatically expire and the partner will automatically be assigned 10 NFR licenses.
Customer	Partner	The Partner will automatically be assigned 10 NFR licenses. Any Premium licenses ordered within being a Customer Type will continue.
Customer	Inactive	Can only be changed to Inactive once all licenses have expired.
Inactive	Partner	The Partner will automatically be assigned 10 NFR licenses.
Inactive	Customer	Upgrade to Premium licenses
Trial	Customer	Upgrade to Premium licenses
Partner( with active sub- Companies)	Cannot be made inactive	None

NOTE: Exercise caution when changing company types to ensure correct license management. Do not make companies “Inactive” that have “Available” and/or “Active Allocated” licenses.

How to Edit a Sub-Partner (MSP) Company:

A Partner Company can be changed from:

Partner to Customer
Partner to Inactive

How it Works:

Step 1: Edit the Company

Login and access your Partner (Parent) 'Admin dashboard'.
Navigate to your 'Company' section.
Select the 'Partner' to be edited
Click on the 'Actions' button located in the top right corner.
Select 'Edit Company' from the drop-down menu.

Step 2: Change Company Type

Choose the 'Customer' or 'Inactive' button.

Click on the notification pop-up 'Change to Customer ' or 'Change to Inactive'

Click ‘Save’ to proceed.
After changing the Company type, it will automatically be displayed under the parent company, beneath 'Customers' or 'Inactive'.

How to Edit a Customer Company

A Customer Company can be changed from:

Customer to Partner
Customer to Inactive

How it Works:

Step 1: Edit the Company

Login and access your Partner (Parent) 'Admin dashboard'.
Navigate to your 'Company' section.
Select the 'Customer' to be edited
Click on the 'Actions' button located in the top right corner.
Select 'Edit Company' from the drop-down menu.

Step 2: Change Company Type

Choose the 'Customer' or 'Inactive' button.

Click on the notification pop-up 'Change to Partner ' or 'Change to Inactive'

Click ‘Save’ to proceed.
After changing the Company type, it will automatically be displayed under the parent company, beneath 'Partners' or 'Inactive'.

How to Edit a Trial Company

A Free Trial Company can be changed from:

Trial to Partner

How it Works:

Step 1: Edit the Company

Login and access your Partner (Parent) 'Admin dashboard'.
Navigate to your ' Free Trial' section.
Select the ' Free Trial ' to be edited
Click on the 'Actions' button located in the top right corner.
Select 'Edit Company' from the drop-down menu.

Step 2: Change Company Type

Select the 'Partner' button.

Click on the notification pop-up 'Change to Partner '.

Click ‘Save’ to proceed.
NOTE: After changing the Company type, it will automatically be displayed under the parent company, beneath 'Partners'.

How to Edit an 'Inactive' Company

An Inactive Company can be changed from:

Inactive to Partner

How it Works:

Step 1: Edit the Company

Login and access your Partner (Parent) 'Admin dashboard'.
Navigate to your 'Company' section.
Select the 'Inactive' Partner to be edited
Click on the 'Actions' button located in the top right corner.
Select 'Edit Company' from the drop-down menu.

Step 2: Change Company Type

Select the 'Partner' button.

Click on the notification pop-up 'Change to Partner '.

Click ‘Save’ to proceed.
After changing the Company type, it will automatically be displayed under the parent company, beneath 'Partners'.

NOTE: For detailed instructions on how to change an 'Inactive' Customer company to an 'Active' Customer company, explore this guide: Partners' Guide: How to Renew Your Customers' Licenses. 🧐