Partner's Guide: How to Upgrade Free Trial Licenses to Premium Licenses

💎License Upgrading to Premium

When it comes to upgrading from Free licenses to Premium Licenses, there are two distinct journeys to consider:

1. The Customer Journey
2. The MSP Partner Journey

Customer Journey

Trial Expiry Notifications:

The Company Manager will receive two automated email notifications regarding the free trial expiry:

1. A reminder notification will be sent 72 hours before the free trial expiration date.
2. A Trial Expiry notification will be sent on the day their trial expires. 

After a Trial has expired:

• All learners currently on the platform will remain on the database and user dashboard but will be unable to login.
• Company managers will lose access to the platform and will be redirected to a dedicated landing page providing clear instructions on how to upgrade to PREMIUM.

Customer Managers can upgrade to premium by following these easy steps:

1. Once directed to the 'landing page' as above.
2. Select 'Request License', and specify the number of licenses required.
3. Click 'Save'.

Partner Journey

Step 1. Enter Managing Mode:

1. Access your Partner 'Admin Dashboard'
2. Navigate to the 'Company' section to open your muti-tenant.
3. Select the 'Free Trial ' customer you wish to manage,
4. Click the 'Actions' button.
5. Choose 'Manage Company' to enter manage mode.
6. Navigate to the Trial customer 'Licenses' section
7. Select 'Upgrade to Premium'.
8. Select 'Got It' to confirm the upgrade

9. Specify the required Number of Premium licenses needed.
10. Click 'Save'.

Step 2. Exit Manager Mode and Assign Licenses:

Navigate to the 'Licences' section of your Partner Dashboard.

1. Select the 'Orders' tab and then navigate to the 'Requested Orders' section.
2. Locate the specific 'Order' you wish to assign.
3. Click on"three dots" located to the right of the order.
4. Select 'Assign'

Step 3. Go back to 'Manage Company' mode to 'Allocate' New licenses

1. Access your Partner 'Admin Dashboard' 
2. Navigate to the 'Company' section.
3. Select the 'Customer' you wish to manage.
4. Click on the 'Actions' button
5. Choose 'Manage Company'.
6. Within manage mode, Navigate to the customer 'Licenses' section.
7. Click on the 'Expired Licenses' tab to view a list of learners with expired licenses.
8. Choose individual learners you want to renew one by one.
9. Alternatively, click the 'Select All' checkbox on the right-hand side of the table to renew all existing learners.
10. Click 'Allocate Licenses' to proceed