MSP Portal: Customer Upgrades

Document created by user.oxriBaJeN4 Employee on Aug 1, 2016Last modified by user.oxriBaJeN4 Employee on Apr 2, 2019
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UpgradeYou can process a change order via the portal for a customer's account where the primary product matches an item in Mimecast's current price list. It can be used to:

  • Increase or decrease the number of seat licenses.
  • Include add-ons.
  • Upgrade primary Mimecast products.

 

To submit an upgrade:

  1. Click on the Menu Icon icon toolbar icon.
  2. Click the Customers | Complete menu item. A list of your customers is displayed.
  3. Click on a Customer's Record. The customer's details dialog is displayed.
  4. Expand and complete the Change Options section:
    Field / OptionDescription
    Seat AdjustmentSpecify any change in seats required.
    Product changes cannot be combined with seat downgrades.
    Primary Implementation Lead

    Select a user from the drop down list.

    If the required user is not listed, create them as a user. See the MSP Portal: Managing Users page for full details.
    Primary Product (Keep Existing xxxxxx)Select this option to leave the existing primary product the same as displayed. Additional add-ons can be added in this option depending on what is enabled in your agreement with Mimecast.
    Primary Product (Add to)Depending on the existing primary product, you may be able to add additional main products to the order. Add-ons can also be added in this option depending on what is enabled in your agreement with Mimecast.
    Primary Product (Select New)Depending on the existing primary product, you may be able to select a new main product. Add-ons can also be added in this option depending on what is enabled in your agreement with Mimecast.
  5. Click the Review Upgrade button. A summary of the upgrade is displayed, including the monthly cost calculated at your contracted cost.
  6. Select the Tick Box confirming the order is governed by the MSA already in effect with Mimecast.
  7. Select the Tick Box confirming you are authorized to place such an order.
  8. Click the Submit button. A message is displayed that the order is being processed.

 

Order Confirmation

 

Once you've submitted an order, two automated emails are issued:

  • The first email is sent to the MSP submitting the order, and contains a copy of the order addendum. The addendum contains details of both the new users / fees, and an overview of previous products / license counts. A copy of the addendum is also stored in the Attachments area of the Customer Details page.
  • The second email is sent to the customer's Implementation Lead.

 

See Also...

 

Attachments

    Outcomes