Partners' Guide: How to Order New Premium Licenses

With the platform's multi-tenant system, Partner Account Managers have full control over any company (Sub-partner or Customer) created beneath them.

A 'Premium' license offers full platform access, unlimited training, and phishing campaigns for a 12-month validity period.  It's essential to recognise that licenses 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 licenses, please ensure they're used within this timeframe.

When it comes to ordering New Premium Licenses, there are two distinct journeys to consider:

1. The MSP Partner Journey.
2. The Customer Manager Journey

Watch our video tutorial:

How to Order New Licenses on Behalf of Customers:

MPS Partner Journey:

Partner Account Managers can easily order licenses in two ways:

1. On company creation: Based on the Purchase Order provided on company creation licenses can be ordered as part of the 'Create Company' process. 
2. Manual Assignment: Partner Account Managers can Order, Assign, and Allocate licenses on behalf of Customers by following these steps:

Step 1. First Enter Managing Mode and Order Licenses:

• 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 'Licenses' section
• Select 'Orders' Tab.
• Click on 'Request Licenses' 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'.
• *Customer Managers' will promptly receive automated notification emails once new licenses are assigned and available for allocation to learners.

2. The Customer Manager Journey:

Customer Managers can effortlessly order new licenses by following these steps:

• Login to your 'Admin Dashboard
• Navigate to the 'Licenses' section.
• Select the 'Orders' tab.
• Click on the 'Request Licenses' tab located at the top right.
• Specify the number of licenses needed.
• Click 'Save'
• Their dedicated Account Manager will receive the requested order and assign the requested licenses promptly.

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.🔄