Customer Managers' Guide: How to Upgrade from Free Trial to Premium Licenses

🔔Trial Expiry Notification

Company managers will receive two automated email notifications regarding their 30-day free trial expiry:

1. Reminder Notification: Sent 72 hours before the free trial expiration date.
2. Trial Expiry Notification: Sent on the day their trial expires.

• During this time, all managers and 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. When attempting to login to the platform, Company Managers will be redirected to a dedicated landing page providing clear instructions on upgrading to PREMIUM.

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How to Upgrade to Premium Licenses

Managers can upgrade to Premium at any time. Here's how:

Option 1: Contact Your dedicated Account Manager

• Contact your Account Manager and ask them to process the upgrade on their behalf.

Option 2: Upgrade from the Licenses Section

• Login to your 'Admin Dashboard.'
• Navigate to the 'Licenses' section.
• Click on the 'Upgrade To Premium' button located in the top right corner.

• Specify the number of licenses required.
• Click 'Save"

• Your Account Manager will receive the requested order and approve the requested licenses promptly.
• Company Managers will promptly receive automated notification emails once new licenses are assigned and available for allocation to learners.

Option 3: Follow the Instructions on the Landing Page

Once the trial period ends, company managers will lose access to the platform. When attempting to log in, they will be automatically redirected to a dedicated landing page offering clear instructions on upgrading to PREMIUM. To proceed with the upgrade:

• Click on the' Request License' button displayed on the landing page.

• Your Account Manager will receive the requested order and assign the requested licenses promptly.

• Company Managers will promptly receive automated notification emails once new licenses are assigned and available for allocation to learners.

Allocating New Premium Licences

Once 'Premium' licenses have been ordered and assigned to your company, the renewal of 'Expired' trial learners can be managed manually by the Company Manager or your Account Manager by following these easy steps:

Step 1: Select Trial Users for Manual Upgrade or Import Allocation by CSV

• Go to your 'Admin Dashboard.'
• Navigate to the 'Licenses' section.
• Click on the 'Expired Licenses' tab to view a list of learners with expired licenses.

How To Select Users Manually

• Select the Learners you wish to upgrade to Premium one by one or select all by clicking the 'Select All' checkbox.
• Click 'Upgrade to Premium' to proceed. 

How to Import Allocation and Select by CSV

Company Managers also have the option to upgrade expired Learners by importing a CSV file, which is particularly useful when dealing with high volumes of Learners but not all need to be upgraded.

1. Click on the 'Import Allocation' button located in the top right corner.
2. Choose your User spreadsheet file.
3. Select the spreadsheet column containing 'Email' from the dropdown menu.
4. Review the number of Users identified for renewal vs the number of Users identified as not being upgraded.
5. Click 'Renew Licences' to proceed."

Step 2: Add New Users

After allocating Premium licenses to expired Trial users, you might want to include additional Learners on the platform who were not initially part of the Free Trial. You can add as many new Learners as you have available Premium Licenses.