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  • Search/Find the tenant in question from the Tenant Overview Dashboard

  • Select Upgrade Tenant button for the tenant in question.

  • Once selected Prism will ask you to enter the following information:

    • Client Name

    • Upgrade Period (From/To Dates)

    • PO Number (to go with the purchase)

    • Uploaded PDF of the Purchase Order for validation

    • Any additional users/emails to be notified

This step is to capture the sales process.

Once all the information is entered, the tenant is then uplifted to Enterprise capabilities. The PMO team can then look to upgrade the user roles of the individuals within the tenant to grant access to those features.

Please see Add & Manage Users for more details.