Partners' Guide: Editing and Changing Company Type
Managing company types correctly helps keep your licensing clean and your customer list organised. This quick guide walks you through how to edit company details and switch between company types, plus what each change means.
Understanding Company Types:
Before making changes, it’s important to know what happens when you switch from one type to another:
| Current Type | Change To | What Happens |
| Partner | Inactive | Automatically loses 10 NFR licences. Premium licences remain active. |
| Partner | Customer | Loses 10 NFRs. You’ll need to order and assign new Premium licences. |
| Trial | Partner | Trial expires. Partner gets 10 NFR licences. |
| Customer | Partner | Gets 10 NFR licences, existing Premium licences stay. |
| Customer | Inactive | Can only be changed once all licenses have expired. |
| Inactive | Partner | The Partner gets 10 NFR licenses. |
| Inactive | Customer | Requires Premium licence assignment |
| Trial | Customer | Requires Premium licence assignment |
| Partner( with active sub- Companies) | Cannot be made inactive | Not allowed. Sub-companies must be removed first. |
Editing Your Own Partner Company Details
If you just want to update your Partner company’s name, size, industry, or country (not the type), follow these steps:
Steps:
- Log in to your Partner Admin dashboard.
- Navigate to the Company section.
- Click on the Actions button ( top right).
- Select Edit Company.
- Make your changes (name, size, industry, and country).
- Click Save.
Editing Other Companies - Change Company Type
Need to change a company from Trial to Partner? Or a Customer to Inactive? Use the steps below - it’s the same process across all company types.
Steps:
- Log in to your Partner Admin dashboard.
- Navigate to your Company section.
- Find the company (Partner, Customer, Trial, or Inactive) you want to edit.
- Click on the Actions > Edit Company.
- Update the name, size, industry, and country if needed, and select the new Company Type:
- Partner
- Customer
- Inactive
- Click Save to confirm changes.
Note:
- ✅ If a customer decides not to continue with training, you can switch them to Inactive to keep your view tidy.
- 🚀 If a Premium, Trial, or Inactive customer decides to resell the solution on your behalf, just change them to a Partner - they’ll automatically receive 10 NFR licences.
🔄 Need to renew an Inactive Customer account and bring it back to life?
Check out the full guide here: How to Renew Your Customers' Licencesour Customers' Licenses.