Manage Volume Licenses

Introduction

Volume licenses allow partners leverage a single license pool that can be allocated across multiple customer accounts. 

This article explains how to access, use and manage your volume licenses. 

This article uses MDR Complete as an example. The same workflow applies to MDR Core licenses.

Before You Begin

Make sure that:

• You have access to the License Management Portal (LMP).
• Customer accounts have already been onboarded to the LMP.
• Sufficient unallocated user seats are available before increasing customer allocations.

Access Volume Licenses

When you log into the LMP, you are taken to the Overview page which lists all your licenses, and some key stats. Click the product name to access that volume license.  

You can also access volume licenses using the navigation pane's License tab. 

View License Information

Every volume license page is broken into two sections; 

1. Top Dashboard: key stats and figures related to the volume license, which include: 
   1. Total licensed users
   2. Allocated users
   3. Unallocated users
   4. Renewal date
   5. License pricing information
   6. Assigned customer accounts
2. Customer Table: lists customers with seats for the selected volume license

Add a New Customer

To onboard a new customer under the volume license:

1. Open the volume license.
2. Select New Customer.
3. Complete the customer onboarding process.
4. Assign the required number of licensed users.
5. Submit the onboarding form.

After onboarding is complete, the customer appears in the customer table for the license. For detailed instructions, see Onboard a New Customer.

Search Customer Accounts

As your customer base grows, you can quickly locate a customer account using the search field above the customer table.

Enter part of the customer's:

• Company name
• Legal name
• Account information

The table updates to show matching results.

Export License Data

To download customer and license information:

1. Open the volume license.
2. Select Export to Excel.

The License Management Portal downloads a spreadsheet containing customer and license allocation data for the selected volume license.

Edit Customer Details & License Allocations

You can update the number of users assigned to a customer account when their licensing requirements change.

Update User Allocations

Before increasing a customer's allocation, verify that sufficient unallocated users remain in the volume license.

To edit a customer 

1. Open the volume license.
2. Locate the customer in the customer table.
3. Open the customer action menu.
4. Select Edit.

The customer account details page opens.

1. Update the allocated users for the volume license.
2. Adjust any associated cloud license allocations, if applicable.
3. Review the remaining available users displayed on the page.
4. Select Submit.

The License Management Portal saves your changes and returns you to the volume license page. The updated allocation is immediately reflected in the customer table and license totals.