Applies To:

Call2Teams - Partners


Overview

Firstly you should familiarise yourself with the types of licences offered.


These can be viewed here: Licence Types


When you initially create an account you are prompted to enter your licence requirements, in which case you may find you already have licences on the account you wish to amend.


Follow the instruction below to either amend the values of existing licences or order new licences.


Managing Subscriptions

The subscriptions are managed from the base account screen:

Click on the little drop-down arrow to view/amend subscriptions for the selected account.

If you cannot see this screen or the account you wish to manage, you may need to launch it by clicking on the accounts icon at your partner level.:



Alternatively you can navigate to the correct base level by selecting it from the user icon in the top right of your screen:

The Subscriptions Section

Existing Subscriptions may display a screen similar to this:

If you wish to amend the quantity of any existing subscription, simply click on the pencil, amend the quantity. The Old quantity and total cost will be shown alongside the new values. If you're happy with the amendments, just click the blue Update Subscriptions button when done.


Purchase Services Section

If you wish to add new subscriptions when none already exist, the section below the Subscriptions Screen, Purchase Services, is where you can order these:

To add licences for the required subscription, simply amend the quantity. The total due will automatically increase as you go. When satisfied you have finished, you can click the blue Order Subscriptions button.