Change a Trial

Trial information can be updated at any time during the trial period.

For Umbrella trials, you can modify the package available to the customer. When you change a customer's package, the permissions are immediately updated, allowing access to the upgraded functionality.

To find a trial you want to modify, go to the Trials tab and use the available filtering parameters. Select the desired trial to open the trial record. Here, you can:

• Assign a trial to another console user. To do this:

  1. In the trial information section, select Assign to another user.

  2. Select a user from the dropdown list.

  3. Select Assign.

• Change package (for Umbrella only). To do this:

  1. In the trial information section, select Change package.

  2. Select a package from the dropdown list and specify the number of seats.

  3. Select Update.

  When changing the package or updating the number of seats, make sure that you maintain the minimum seat count for the package:

  • Umbrella DNS Security Advantage—at least 10 seats

  • Umbrella DNS Security Essentials—at least 10 seats

  • Umbrella Platform—at least 500 seats

  • Umbrella Insights—at least 1 seat

  • Umbrella Professional—at least 1 seat

  • Cisco Umbrella for EDU—at least 1 seat

  • Umbrella SIG Essentials—at least 1 seat

  • Umbrella SIG Advantage—at least 1 seat

• Update customer email address. To do this:

  1. Select Edit customer emails.

  2. Update information as necessary.

  3. Select Update.

• Update deal ID. To do this:

  1. Select Edit.

  2. Update information as necessary.

  3. Select Update.

• In the Comments section, add or edit comments for console users.