Partner's Guide: How to Upgrade a Free Trial Account to a Premium Account
A 'Free Trial' licence offers potential customers full platform access for 30 days, allowing them to explore all features without any upfront payment.
Account Managers, utilising the platform's multi-tenant system, have full control over any customer company. They can upgrade a free trial to a premium account at any time during or after the trial period, managing the process of ordering, assigning, and allocating licences on behalf of the customer.
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How to Upgrade Free Trial Licenses to Premium Licenses
Step 1: Order Premium Licenses
- Access your Partner 'Admin Dashboard'
- Navigate to the 'Company' section to open your muti-tenant.
- Select the 'Free Trial ' customer you wish to upgrade,
- Click the 'Actions' button.
- Choose 'Manage Company' to enter manage mode.
- Navigate to the trial customer 'Licenses' section
- Click 'Upgrade to Premium'.
- Select 'Got It' to confirm the upgrade
- Specify the required 'number of licenses' needed.
- Click 'Save'.
Step 2: Assign Premium Licenses
- Click the 'Exit Manage Mode' button.
- Navigate to the 'Licences' section of your Partner Dashboard.
- Select the 'Orders' tab
- Navigate to the 'Requested Orders' section.
- Locate the specific 'Order'.
- Click on"three dots" located to the right of the order.
- Select 'Assign'
NOTE: Customer Managers will promptly receive automated notification emails once new licenses are assigned and available for allocation.
Step 3: Allocate Premium Licenses
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After Premium licenses have been ordered and assigned to your customer, it is essential to allocate premium licenses to expired learners. This allocation process can be done manually by following these steps:
- Access your Partner 'Admin Dashboard'
- Navigate to the 'Company' section.
- Select the 'Customer' you have assigned Premium Licenses to.
- Click on the 'Actions' button
- Choose 'Manage Company'.
- Within manage mode, navigate to the customer 'Licenses' section.
- Click on the 'Expired Licenses' tab to view a list of learners with expired licenses.
- Select learners for 'Manual Upgrade' or 'Import Allocation'
Account Managers can:
Option 1: Select Learners for Manual Upgrade
- Select the learners 'one by one' or click the 'Select All' checkbox.
- Click 'Allocate Licenses'.
*Free Trial licenses will automatically switch to Premium Licenses.
Option 2: Import Allocation
Allocate premium licenses to expired learners by importing a CSV file, which is particularly useful when dealing with high volumes of learners but not all need to be renewed.
- Click the 'Import Allocation' button in the top right.
- Choose your CSV spreadsheet file.
- From the dropdown select the spreadsheet column containing 'Email'.
- Review 'Summary' and select users to renew vs users to ignore.
- Click 'Renew Licences'.
*Free Trial licenses will automatically switch to Premium Licenses.
NOTE: We recognise that some companies may not wish to allocate Premium licenses to their entire workforce. Therefore, the license allocation process is not automated.
The Customer Journey
Trial Expiry Notifications:
Security Awareness Training - Free Trial Expiry:
Email sent to free trial managers 72 hours before their free account period expires.
Security Awareness Training - Free Trial Expired:
Email sent to free trial managers informing them that their free account period has expired. Company managers will lose access to the platform and be redirected to a landing page with instructions on upgrading to PREMIUM.
For a more detailed guide, tailored to customer Company Managers, explore our Customer Managers' Guide: How to Upgrade from Free Trial to Premium Licenses.