Call2Teams - Partners
Firstly, lets clear up the difference between Proof Of Concept (PoC) and Trial/Demo Accounts.
Proof Of Concept accounts are offered by Qunifi, to potential partners on a 90-day free evaluation. These accounts cannot be offered to clients.
Demo or Trial Accounts can be offered by you, the Partner, to your clients. These are 30-day free trials.
Firstly, you will need to add the new client account.
When adding subscriptions, choose those that are indicated as trial licences.
Trial Licences will expire after 30 days without warning. It is the responsibility of the Partner, to note this and ensure full licences are added to the account within 14 days of the trial expiry in order to prevent the client account from automatically being removed by the system. If an account has expired it will need to be recreated. The is no 'restore' facility.
Do Trial Licences Convert To Full Licences Automatically?
There is no facility to extend a trial period. The only option is to create a new client account and add the required trial licences. You cannot add trial licences once a trial has expired.
More About Automatic Account Removal
When a trial ends the subscription state moves to Cancelled
Subscriptions are applied to Accounts. If an account has never had any subscriptions created against it and it has no child accounts, then it will be deleted after 28 days.
Once all subscriptions for an account are Cancelled the account will be deleted after 14 days if no more orders are placed.