Partners' Guide: How to Order New Licences on Behalf of Customers

A 'Premium' licence offers full platform access, unlimited training, and phishing campaigns for a 12-month validity period. It's crucial to recognise that licences come with a 12-month countdown starting from the moment they're ordered and assigned, not when allocated to a learner. To make the most of licences, ensure they're used within this timeframe.

Watch our video tutorial:

Ordering Licences:

Partner Account Managers can easily order licences in two ways:

1. On Company Creation: During the company creation process, licences can be ordered based on the Purchase Order provided.
2. Manual Assignment: Partner Account Managers can Order, Assign, and Allocate licences on behalf of Customers by following these steps:

Step 1. Enter Managing Mode and Order Licences:

• Access your Partner 'Admin Dashboard'.
• Navigate to your 'Company' section.
• Select the 'Customer' you wish to manage.
• Click on the 'Actions' button.
• Choose 'Manage Company' to enter manage mode.

• Within manage mode, navigate to the customer's 'Licences' section
• Select 'Orders' tab.
• Click on 'Request Licences' at the top left, and specify the number of licenses required.
• Click 'Save'.

Step 2. Exit Manager Mode and Assign Licenses:

• Navigate back to the 'Licences' section of your Partner Dashboard.
• Select the 'Orders' tab.
• Navigate to the 'Requested Orders' section.
• Use the convenient 'Add Filter' button to locate the specific 'Order' you wish to assign.
• Click on "three dots" located to the right of the order.
• Select 'Assign'.

Reallocating Licenses

A single Premium License remains valid for 12 months from the date of assignment. If a learner, either leaves the company or has never logged into the platform, company managers/ Account Managers can reallocate the license to another learner for the remaining validity period.🔄