Partners' Guide: Managing and Assigning Licences for Your Customers

A Premium licence provides full access to the GoldPhish platform, including unlimited training and phishing campaigns, valid for 12 months from the date of assignment. Partner Managers play a key role in overseeing their associated customers, especially when it comes to ordering, assigning, and allocating Premium licences.

Watch our video tutorial:

Step 1. Order ( Request) Licences for your Customer

1. Go to your Partner Admin Dashboard.
2. Navigate to your Company section to open your multi-tenant view.
3. Select the Customer you wish to manage.
4. Click the Actions button > Manage Company
5. Go to the Customer Licence section
6. Select the Order tab.
7. Click on Request Licences > specify the number required.
8. Click Save

Step 2. Assign Licences to Your Customers

When a customer requests Premium licences - or a Partner does so on their behalf - the Partner Manager receives a notification email prompting them to assign these via their Partner Orders section

1. Go to your Partner Licences section.
2. Select the Orders tab.
3. Open the Requested Orders section.
4. Click the ellipsis icon (three dots) next to the relevant order.
5. Select Assign.

Step 3. Allocate Licences for your Customer in Manage Mode

Allocating Licences Upon Company Creation

After assigning Premium licences to a new Customer, allocate them to learners by:

1. Go to your Partner Admin Dashboard.
2. Navigate to the Partner Company section to open your multi-tenant view.
3. Select the relevant Customer.
4. Click the Actions button > Manage Mode
5. Go to the Customer Users section
6. Add Users to upload learners.

Allocating Licences to Expired Learners

If Premium licences have been ordered for expired learners:

1. Go to your Partner Company section to open your multi-tenant view.
2. Select the relevant Customer
3. Click the Actions button > Manage Company
4. Select the relevant Customer
5. Navigate to the Customer Licence section.
6. Click the Expired Licences tab.
7. Select learners manually or import a CSV file
8. Click Allocate

Reallocating Licenses

A Premium licence remains valid for 12 months from the date of assignment. If a learner leaves the company or has never logged in, Customer Managers can reallocate the licence to another user for the remaining time.