Prism allows The Platform provides administrative users with the functionality to create new tenants for clients. As part of this feature, all tenants by default will only have , with each new tenant initially having the capabilities of a standard licensed user/client, the akin to a freemium version of Prism. In order to upgrade a tenant to receive the benefits of . To access the advanced, paid-for enterprise-level features, the PMO or equivalent user needs to perform the following:
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Search/Find the tenant in question from the Tenant Overview Dashboard
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Select Upgrade Tenant button for the tenant in question.
Once selected Prism will ask you to enter the following information:
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Client Name
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Upgrade Period (From/To Dates)
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PO Number (to go with the purchase)
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an upgrade process must be followed.
Steps to Upgrade a Tenant:
Locate the Tenant:
Use the Tenant Overview Dashboard to search for and find the tenant you wish to upgrade.
Initiate Upgrade:
Click the ‘Upgrade Tenant’ button associated with the specific tenant.
Enter Upgrade Details:
Fill in the required information to facilitate the upgrade:
Client Name: The official name of the client.
Upgrade Period: Specify the start and end dates for the upgrade period.
PO Number: Provide the Purchase Order number associated with the upgrade.
Purchase Order PDF: Upload a PDF of the Purchase Order for validation
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purposes.
Notification Recipients: List any additional users
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or emails
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that should be notified
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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.
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of the upgrade.
Finalize the Upgrade:
Upon submission of the upgrade details, the tenant's status is elevated to include Enterprise capabilities.
Update User Roles:
The upgrade process can include uplifting those users with Standard User roles to enterprise.
Similarly, the platform supports the omission of this step to help service MSSP providers.
Ensuring Seamless Access to Advanced Features:
This upgrade process is designed to seamlessly transition tenants from the standard license to the comprehensive suite of Enterprise features, enhancing the overall utility and capabilities available to clients on the Platform.