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Manage Trend Micro product licenses and service plans for your managed customers with ease.

Licensing Management Platform empowers you to centralize and streamline the management of licenses and service plans across your entire customer base, eliminating repetitive manual processes and reducing your administrative overhead. You can efficiently create and assign service plans, maintain visibility into your customer portfolio and available product licenses, reinforce your brand identity, and configure email notifications keep your customers informed.
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.
Tier 2 partners with the Billing Manager role are unable to access Licensing Management Platform. For more information, see Predefined roles.
Learn more about the actions available across Licensing Management Platform (Usage and Billing → Licensing Management Platform):

Customer, service plan, and report creation

You can take the following actions anywhere in Licensing Management Platform:
Action
Description
Create a customer
Click the create_customer=03513a45-118a-4930-8d65-3c02eb78bdf3.png icon to create a new managed customer.
Create a service plan
Click the create_service_plan=d7f1bde8-91bc-4e46-9859-b27359b3bad4.png icon to create a new service plan.
Tip
Tip
You can also go to Licensing Management Platform → Users & Licenses → Service Plans and click Create Service Plan to take this action.
Licensing Management Platform no longer supports provisioning or managing Trend Vision One service plans. Go to Customer Management → Customer Overview to provision Trend Vision One for a managed customer.
Download a license usage report
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.

Dashboard

Licensing Management Platform → Dashboard provides an overview of your customers, enabled service plans, and a summary of customers' license statuses.

Users & Licenses

Licensing Management Platform → Users & Licenses offers an inventory of your customers, available products, and service plans.
Action
Description
View an inventory of your managed customers and their subscription types
Users & Licenses → Customers provides an overview of all your customers, including 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
A license crossgrade occurs when a service plan assigned to a customer contains one or more duplicate licenses with the customer's existing service plans.
Go to Users & Licenses → Customers to manage crossgrades.
View an inventory of available products and services
Users & Licenses → Available Products lists all the products and services that you can assign customers service plans for, including the license versions available for each product:
  • 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.
View all your service plans
Users & Licenses → Service Plans displays all your existing service plans, along with their automatic renewal and enablement statuses.

Administration

Licensing Management Platform → Administration allows you to manage the information and branding your managed customers associate with and receive from you, including contact information, branding details, and email notification templates.
Action
Description
Update your support information
To view and update your company name, address, and contact information, go to Administration → Branding Settings → Product Consoles and click Support Information.
Update your branding settings
Go to Administration → Branding Settings → Product Consoles to update the branding details that your customers see.
Add a privacy statement or EULA
To create a new privacy statement or EULA, go to Administration → Branding Settings and choose Privacy Statements or EULA, respectively.
Create an email notification template
Go to Administration → Email Notifications → Templates to create and manage email notification templates.
View scheduled and sent email messages
You can view previously sent messages or update scheduled messages' send date in Email Notifications → Sent Mails and Email Notifications → Scheduled Email Notifications.
View and download customer transaction reports
Go to Administration → Customer Transactions to view reports for the selected transaction type, product or service, and report period, and to export reports as Excel files.
The following transaction types are available:
  • New purchase
  • License change
  • License conversion
  • Suite Composition Change
Related information