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Manage licenses and service plans for Trend Micro products with ease.

Important
Important
Licensing Management Platform is not available to all partners. If you do not have Licensing Management Platform, manage your customers' usage and billing in Billing Reports instead.
The following table outlines the actions available in Licensing Management Platform (Customer Management → Licensing Management Platform).
Action
Description
Add a managed customer
Click the create_customer=03513a45-118a-4930-8d65-3c02eb78bdf3.png icon to go to Customer Overview and create a new customer.
Add a service plan
Click the create_service_plan=d7f1bde8-91bc-4e46-9859-b27359b3bad4.png icon to create a new service plan.
Important
Important
Licensing Management Platform no longer supports provisioning or managing Trend Vision One service plans. Go to Customer Overview to provision Trend Vision One for a managed customer.
Export a customer summary
Click the export_customer_summary=f5c987d8-bfd9-4590-900f-e53f1a7f19ea.png icon to export an Excel report for your specified vendor, product or service, and report cycle.
View your customers and service plans
Go to Licensing Management Platform → Dashboard for an overview of your enabled customers and service plans, as well as a summary of enabled customers' license statuses.
Note
Note
You can view the Credit Conversion for each service plan, which displays the number of Trend Vision One credits the service plan license converts into.
View all customers
Go to Licensing Management Platform → Users & Licenses → Customers to view your customers and their license and service plan information.
You can view customers with both Monthly plan and Annual license subscription types:
  • Monthly plan: The subscription type of customers billed on a monthly license cycle.
  • Annual license: The subscription type of customers billed on an annual license cycle.
Manage license crossgrades
Note
Note
Crossgrades are necessary when a new service plan assigned to a customer contains one or more duplicate licenses with the customer's existing service plans.
Go to Licensing Management Platform → Users & Licenses → Customers and select a customer, then click Manage license crossgrades to resolve any crossgrade requirements.
View available products and services
Go to Licensing Management Platform → Users & Licenses → Available Products to view all the products and services that you can assign customers service plans for.
You can also view the license versions available for each product, including the following:
  • Trial: A limited-time free trial of a product or service.
  • Full: A standard paid license for a product or service.
  • NFR: A not-for-resale (NFR) license intended for product demonstrations and internal usage.
Create and manage service plans
Go to Licensing Management Platform → Users & Licenses → Service Plans to manage your existing service plans, or click Create service plan to create a new service plan.
View usage and billing reports
Go to Licensing Management Platform → Billing to view usage and billing reports for your managed customers.
Submit and review usage reports
Go to Licensing Management Platform → Billing → Usage Reports to manage customer usage reports.
Important
Important
Only Tier 1 partners can approve or reject reports.
Update your account information
Go to Licensing Management Platform → Administration → Account Information to view and modify your contact information, time zone, and preferred language.
Update your company information
Go to Licensing Management Platform → Administration → Company Information to view and update your company name and address.
Manage branding settings
Go to Licensing Management Platform → Administration → Branding Settings → Product Consoles to choose the web console title and upload the logo images that managed customers see.
Add and manage email notifications
Go to Licensing Management Platform → Administration → Email Notifications → Templates to view existing email notification templates.
Click Add email template to create a new email notification type.
View customer transaction reports
Go to Licensing Management Platform → Administration → Customer Transactions to view reports for the selected transaction type, product or service, and report period, and to export reports as Excel files.
Transaction types include the following:
  • New purchase
  • License change
  • License conversion
  • Suite Composition Change
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