Partners' Guide: How to Upgrade a Free Trial Account to a Premium Account
A Free Trial licence gives potential customers full access to the platform for 30 days - no upfront payment required.
As a Partner Manager, you have full control of your customer companies via the multi-tenant dashboard. You can upgrade a Trial to a Premium account at any time, before or after the trial ends. This includes managing the process of ordering, assigning, and allocating licences on the customer's behalf.
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How to Upgrade Free Trial Licences to Premium Licences
Step 1: Order (Request) Premium Licences
- Go to your Partner Admin Dashboard.
- Navigate to your Company section to open your multi-tenant view.
- Select the Trial Customer you wish to upgrade
- Click the Actions button > Manage Company
- Go to the Customer Licence section
- Select the Order tab.
- Click on Upgrade to Premium > Got it
- Specify the number of licences required.
- Click Save
Step 2: Assign Premium Licences to Your Customer
When a customer (or you on their behalf) requests Premium licences, you’ll receive a notification prompting you to assign the licences via your Partner Orders section.
- Go to your Partner Licences section.
- Select the Orders tab.
- Open the Requested Orders section.
- Click the ellipsis icon (three dots) next to the relevant order.
- Select Assign.
Once assigned, the upgraded company will now appear under your Customers section in the multi-tenant view.
Note: The Customer Manager will automatically receive an email letting them know the licences are ready to allocate. This can be done by either the Partner or the Customer Manager.
Step 3: Allocate Premium Licenses
- Go to your Partner Company section to open your multi-tenant view.
- Select the relevant Customer
- Click the Actions button > Manage Company
- Navigate to the Customer Licence section.
- Click the Expired Licences tab.
- Select learners manually or import a CSV file
- Click Allocate
Note:
- The platform does not auto-renew licences, giving Managers full control over learner renewals.
- Once you've upgraded a Trial Account, the trial licences will expire. You'll need to allocate the new Premium licences to these now-expired learners.
Options for Allocating Licences
Manual Allocation
- Select the learners one by one, or click the Select All checkbox.
- Click Allocate Licenses
Import Allocation
Use a CSV file to allocate Premium licences -ideal for large learner groups when not everyone needs to be renewed.
- Click the Import Allocation in the top right corner
- Choose your CSV spreadsheet
- Select the spreadsheet column that contains the email addresses
- Review Summary and select learners to renew vs learners to ignore.
- Click Renew Licences
Need more info on next steps? Visit our Partners' Guide: Key Steps to Onboard Your Customers Effectively.
Need Help?
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