Using A Single Master Subscription (License Allocation)

Table of Contents

• Prerequisites
• What Is A Single Master Subscription?
• Where Is The License Allocation Table?
• Manual License Allocation
• Dynamic License Allocation
• Frequently Asked Questions

Prerequisites

Before getting started, ensure you meet the following requirements:

1. You need to be a CanIPhish partner.
2. You must have an Enterprise Tier subscription with at least 100 users.

NOTE: You will not have access to this functionality unless you are a CanIPhish Partner and have been setup under a Single Master Subscription. For more information, please read below.

What Is A Single Master Subscription?

With a single master subscription, you, as the Partner, purchase a single subscription from CanIPhish, and then allocate licenses to customer tenants on an as-needed basis. The benefit with a single master subscription is that it removes administrative overheads of needing to individually track the renewal cycles of individual tenant subscriptions, and you also gain access to higher volumetric discounts because your licenses are aggregated together.

With a single master subscription you gain access to a license allocation table and have two methods of allocating licenses. Notably, manual license allocation, and dynamic license allocation.

Where Is The License Allocation Table?

The license allocation table can be found by following the steps below:

1. Go to Customer Management.
2. Scroll to the bottom of the page and click the "Manage Billing" button on the right side of the page:
   
3. The license allocation table will now be visible.
   

Manual License Allocation

By default, manual license allocation is activated. With manual license allocation, you need to manually allocate licenses on a tenant-by-tenant basis.

• Advantage: You get fine-grained control over how many licenses are allocated to each tenant. This is particularly beneficial if your customers purchase predefined license volumes from you, and you need complete control over increasing/decreasing licenses.
• Disadvantage: License allocations are completely manual. If a customer onboards new employees and not enough licenses are allocated to their tenant, phishing or training delivery failures may occur.

Dynamic License Allocation

With dynamic license allocation, licenses are automatically allocated to tenants based on the unique number of employee email addresses observed across all employee lists in the given tenant.

• Advantage: License allocations are completely automated. You, as the administrator, do not need to monitor individual tenant license consumption - you only need to monitor your total license count to ensure enough licenses are available for distribution.
• Disadvantage: License allocations will update without your intervention. If you manually bill and track customer license consumption, you'll need to actively monitor how many licenses are allocated to each customer tenant.
• Limitation: If your total license count is insufficient to cover your individual tenant license needs, then dynamic license allocation will cease to function. An error will be displayed on the license allocation table, prompting you to purchase more licenses. Once sufficient licenses are purchased, dynamic license allocation will once again become operational.

Note: Dynamic license allocation can be activated on the license allocation page by selecting the Dynamic option in the License Allocation field, directly above the allocation table.

Frequently Asked Questions

With Dynamic License Allocation, How Often Are Syncs Performed?

Syncs are performed in real-time. A one-time sync is performed when the setting is activated, and from then on, whenever an employee list is updated in one of your customer tenants, a real-time update will occur to ensure the license count is updated to reflect the updated need.

What Is The Minimum Number Of LIcenses That Can Be Allocated To A Tenant?

When a tenant is created, 10 licenses will be provisioned. This can be reduced to 5, which is the minimum license requirement for a tenant.

A Tenant Is Consuming More Licenses Than The Number Of Employees

Each tenant operates under its own monthly quota refresh cycle. If licenses were consumed by departed/terminated employees at some point in this billing cycle, then they will consume a license, even if they are no longer in an employee list. Once the monthly billing cycle refreshes, quota utilisation will go back to 0, and those licenses will be freed up for allocation elsewhere.