Sales-managed MSP subscription management

Key Features

➡️ Add-on Feature Control per Organization. Enable the Data Export feature for specific organizations instead of applying it to all or none. This allows tailored functionality for each client’s needs without affecting others. Contact our Sales team to add feature access.

🎓 This also means Education clients can access Data Export! Purchase the appropriate volume for the Organization and toggle on the feature to begin exporting their data at regular intervals.

➡️ PSA Integrations for Easier Billing. Gain access to Professional Services Automation (PSA) integrations to simplify client billing and reduce manual work.

➡️ At-a-Glance View of Organization Usage. Instantly see each Organization's total Roaming Clients and Network traffic, making it easier to determine accurate license counts and identify agents that may need cleanup.

✍️ Accounts approaching or exceeding their purchased license usage will receive an in-app notification. No changes to account access or billing will occur without direct communication from the assigned Account Manager.

Subscription Management navigation

Access the Subscription Management page from MSP in the DNSFilter dashboard.

Available Subscriptions

These tiles represent the total licenses in use and purchased licenses for each plan purchased by the account. These numbers may not be aligned initially:

All existing Organizations default to 1 allocated license
The Roaming Client count includes both active and inactive agents. Run the Clean Up Tool to get an accurate Roaming Client total

These totals should align as individual Organization licenses adjust.

SecureTransit License Usage card

When SecureTransit has been purchased for the account, a SecureTransit License Usage card appears at the top of the Subscription Management screen showing total licenses purchased and licenses currently in use. The card is not shown if SecureTransit has not been purchased.

Features column

The org grid includes a Features grouped column with a SecureTransit sub-column showing per-Organization license consumption:

A count indicates the number of SecureTransit licenses in use for that Organization
0 indicates SecureTransit is enabled for the Organization but no licenses are currently consumed
— indicates SecureTransit is not enabled for that Organization

Needs Attention

To help visualize adjustments, these notifications include a quick filter (select View) to show Organizations with inaccurate counts.

Add Organization

Add new Organizations directly from the Subscription page to streamline account setup.

From Subscriptions, select Add Organization
Name the Organization
Update the Organization record:
1. Description (if applicable)
2. Plan Type
3. License Count
4. Features (if applicable)
5. External ID, which is useful to identify what Organization sent a Block Page request

✍️ In the Features section, enable SecureTransit if applicable. When enabled, select a Default State: Manual, Always On, or Disabled. The toggle is inactive on Core plans with messaging: "Requires a Plus plan or higher."

View Usage Metrics

A chart showing Roaming Client and Network Traffic license counts for all Organizations combined over the past six months. Each type is color-coded with an interactive legend, and hovering over bars reveals exact license counts and dates.

License allocation data filters

Adjust data preferences just like the DNS Query Log or Deployment Management pages: select Preferences > Columns to show/hide these options.

Organization	The Organization name found in the MSP Organization list.
Plan	The Organization's pricing plan tier. This field defaults to the highest-paid tier for all Organizations. For example, if you service Core and Plus plans, all Organizations will display Plus until updated.
Allocated Licenses	The total licenses allocated to that Organization. This field defaults to 1 until updated. 🚨Important: This value is used for PSA integration and feature add-ons like Data Export. Make sure it is accurate before enabling the integration.
Roaming Clients in Use	Total agents associated with the account. If this total seems high, run the Clean Up Tool to remove stale agents from the dashboard.
Network Traffic in Use	Estimated count based on total network deployment queries ÷ 10,000 (the acceptable use of queries per user per day) Roaming Client traffic is not included in this equation.
Current License Usage	Combined total of Roaming Clients + network traffic. As a starting point, we recommend using this total to adjust the allocated licenses column.
Features	Options for SecureTransit, Wi-Fi Access Points, and Data Export. ✍️ Data Export must be purchased before Features can adjust. Update the License field before enabling Data Export for the Organization to accurately allocate the purchase.
Description	An optional field to add Organization information, such as billing address or contact preferences.
Created	The date the Organization was created.
Updated	The date the Organization was last updated. This includes any dashboard update such as adding a Site or updating Filtering Policies.

How to adjust Organization plans and license counts

Follow these steps to adjust an Organization's plan, add-ons, or license count.

(Optional) Use the Clean Up Tool to remove stale Roaming Clients from the DNSFilter dashboard
Navigate to MSP and select Subscriptions
Search for the Organization to update
Select the Edit icon from the Actions menu
Adjust the Plan Type and/or License Count fields. If applicable, enable SecureTransit, Data Export, or Wi-Fi Access Points under Features
Select the Save Organization to apply the updates

The Organization subscription is now accurate. This does not impact billing invoices or subscription access at this time.

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