Partners' Guide: How to Create a 30-Day Free Trial Company
Experience the Platform:
Our platform enables MSP Partners to offer potential customers a comprehensive 30-day test drive, with no feature limitations (other than the trial duration). This allows customer managers to explore the platform fully, no credit card required. đ°
What's Included in the 30-Day Free Trial?
Everything:
- Unlimited licenses/learners
- Unlimited phishing and training campaigns
- Access to all content and template libraries
- Active reporting
Why Offer a Free Trial:
Itâs a powerful sales tool.
You can run a complimentary Baseline Phishing Test, helping potential customers uncover risks and understand the need for Security Awareness Training, and your ongoing services.
Need help running one? Visit our How to Launch a Baseline Phishing Test guide.
Watch our Video Tutorial:
How to Create a Free Trial Company:
Step 1. Create the Company
- Sign in to your Partner Admin dashboard
- Go to the Company section
- Click on the Actions button (top-right)
- Select Create Company from the drop-down menu.
- Select Customer as the company type
- Fill in the following details:
- Company Name
- Size
- Industry
- Country
- Default Language (select)
*The language you select will apply across phishing emails, training content, and system notifications -wherever translations are available.
Need for info? Visit our Localisation Guide.
Step 2. Assign Licences
- Select Free as the licence type.
- Specify the number of licences required.
*A âFreeâ licence grants unrestricted access to all platform features - including unlimited phishing and training campaigns - for 30 days. After the trial ends, licenses automatically expire.
Step 3. Appoint an Admin Manager
Choose who will manage the Trial Company:
Internal Manager
- Enter the managerâs name and email address
- Theyâll receive a Manager Welcome Email with setup instructions and a link to set up their login credentials.
External Manager
- Select someone from your own Partner organisation to manage the account.
- Ideal for delivering a fully managed service.
*Once completed, click Save.
The new Free Trial Company will now appear under the Free Trial section in your Partner multi-tenant view.
Note: The platform does not auto-renew licences, giving Managers full control over learner renewals.
â ď¸ Don't forget: if youâve upgraded a Trial Account, those trial licences will expire immediately. Premium licences must then be allocated to the now-expired trial learners.
Need help? Visit our How to Allocate Licences guide.
System Emails - What Admins Receive
Email Type |
Recipient | Purpose |
| Free Trial Onboarding | Internal Manager | Guides them to set up their password. |
| Expiry Reminder (72 hours) | Internal Manager | Alert sent before the 30-day period ends. |
| Trial Expired | Internal Manager | Alerts sent when the trial ends, redirecting the Manager to a landing page with upgrade instructions. |
Want to upgrade your trial customer to a paid account? Visit our