Assigning and modifying licenses

You can assign and/or modify the number of product licenses a client has at different times during the license life cycle:

  • When you assign the product to a client: You must specify the number and type of licenses when you assign a product to a client. See Assigning products to clients.

  • When the client removes computers from the network: You can reduce the number of licenses assigned to the client manually.

  • When the number of computers the client has installed exceeds the number of licenses assigned: If the client is classified as ‘self-assignable’, they can take the licenses they need directly from the pool. Otherwise, you can manually increase the number of licenses assigned to them.

  • When a client removes computers from the network: You can reduce the number of licenses assigned to a client and, in some cases, recover them in the pool.

Assigning trial licenses

Partner Center allows product up-selling and cross-selling, as well as gaining new clients by enabling you to assign trial licenses. Trial licenses provide clients with all the features of products for a limited time period. After the trial period expires, access to the product is automatically disabled.

To provide trial licenses to a client, you must assign a new product to the client with a Trial license. See Assigning products to clients.

When you assign trial licenses, bear this in mind:

  • The trial period is one month. This can be changed only for WatchGuard partners. See Extending trial license periods.

  • The number of licenses assigned depends on the product family. This cannot be changed:

    • Panda Endpoint Protection, Panda Endpoint Protection Plus, and Panda Fusion: 25 licenses.

    • Panda Adaptive Defense, Panda Adaptive Defense 360, and Panda Fusion 360: 100 licenses.

    • MacOS, RMM, and Email family products: 25 licenses.

  • If the client has a product, and the trial product you want to assign them belongs to the same family as that product, the trial product must provide more features than the product they already have. This condition applies only to product families that include several products, such as Endpoint Security. The product list ordered in terms of features (fewer features to more features) is as follows:

    • Panda Endpoint Protection

    • Panda Endpoint Protection Plus

    • Panda Fusion

    • Panda Adaptive Defense

    • Panda Adaptive Defense 360

    • Panda Fusion 360

  • You cannot assign a trial license to a client who has had a trial version of the same product or a full version of the product during the previous three months.

  • Trial licenses for Panda Fusion are always ‘unmanaged’. See Service management models.

Extending trial license periods

Partners can extend the trial license period by an additional 30 days, assigning licenses to clients with a total duration of 30 + 30 days. The conditions required for requesting an extension are:

  • The partner must belong to WatchGuard. This option is not available to Panda Security.partners.

  • You can request the trial period extension at any time, even after the original trial period has expired.

  • You can extend the trial period only once.

  • You must have these permissions:

    • Total control

    • License and security administrator

    • Security administrator

  • If you extend the trial period of the main product, the period of the associated modules is also extended.

To extend the trial period of a product assigned to a client:

  • From the top menu, select Status. In the Monitoring area, select the client whose trial period you want to extend.

  • Click the icon associated with the trial license contract you want to extend. A drop-down menu opens.

  • Select Change licenses. The Change licenses page opens.

  • Click Extend trial. Select 30 days.

  • Click Change. An additional 30-day period is added to the contract.

Assigning license sets

After you assign licenses for a product, you can extend their duration through the license renewal process (see Renewing licenses). Additionally, you can change the number of licenses through the license modification process (see Modifying assigned products and licenses). In both cases, the license contract associated with the client updates with the new information. For clients for which you prefer to generate an additional license contract to increase the number of licenses assigned or to extend the duration without modifying the original contract, Partner Center provides the option to Add a new license set to the assigned product.

Panda recommends that you use the feature for modifying and renewing licenses rather than creating a new license contract for an existing product.

When you assign a new license set, bear this in mind:

  • You create an independent license contract for the assigned product with a separate expiration date that depends on the start date of the license contract and the chosen license period (1 year, 2 years, 3 years, or monthly (MSSP Command)).

  • License sets are only permitted for products that do not have modules assigned.

  • You cannot modify license contracts with license sets later. This applies to changes of products, early renewals, changes to the number of licenses, or adding product modules.

  • You can group several license contracts into one, using the process for grouping licenses. In this case, all the aforementioned restrictions do not apply. See Grouping licenses.

To add a license set:

  • From the top menu, select Status. In the Monitoring area, click the name of the relevant client.

  • The Details page opens. In the Assigned licenses section, click the icon for the relevant product.

  • A drop-down menu opens. Select Add new license set.

  • Enter the number of licenses and the duration: 1 year, 2 years, 3 years, or monthly (MSSP Command). Click Add.

  • If the license set belongs to Panda Fusion, Panda Fusion 360, or Panda Systems Management, the management model is the same model as you selected for other license contracts of the product.

When the process is complete, a new license contract is created with the number of licenses specified and the expiration date corresponding to the license duration and the date it was created.