Managed Service Providers (MSP) onboard customers on a daily basis and need to keep track of the customer acquisition lifecycle. After the POC (trial period) ends, Avanan stops protecting users without a license.
The Tenant Management page allows administrators to configure automatic actions when a POC expires.
To view the Tenant Management page, go to Settings > Tenant Management.
When a POC expires:
- Go to the When a POC Expires section and do these:
- To send email notifications to administrators when a POC expires, select the Notify Admins toggle button.
- To assign a license automatically after the POC expires, do these:
- In the License drop-down, select the license.
- In the Add-ons drop-down, select the add-ons.
Note - You can select multiple add-ons.
- In the Maximum licensed users field, enter the number of licenses.
- Click Save.
When a license is assigned to a tenant:
- To send email notifications to administrators when a license is assigned to a tenant, select the Notify admins when the license is assigned by your organization toggle button.
- To send email notifications to administrators when a license is assigned to a tenant, select the Notify admins when the license is assigned by a managed organization toggle button.
- Click Save.