Automate ordering new licences / removing old licences
Does anyone have a good way of adding/ removing licences for clients? We're using Crayon mostly and Pax8 a little.
Current process involves opening a separate ticket for an accounts team member to log into Prism Portal and add licences manually, then tech assigns to user.
This made sense when the accounts team would need to update the client billing as well, but now if the billing quantity is updated by Gorelo automatically, the rest of the process doesn't make sense.
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If you're using the CIPP integration then we'll catch any 'extra' M365 licenses via Pending in Dynamic Quantities so you might be safe to just give most of your techs access to Crayon for this.
I've seen MSPs use an @licensing group for this and just @mention them on the ticket when a license is required.
:anThinking: I might do that. Sounds dangerous though, I might need more processes to avoid mess ups.
Do you only have M365 via Crayon?
I have a Pax8 account with about 8 clients
And Crayon with ~200?
Sorry, is Microsoft licensing the only subscription you have in Crayon?... or other software too?
A bit of uSecure too
Right... that would be the risky one as we can't show that in the 'Pending' section of Gorelo