Important!
Changes can only be made on an individual serial number basis.
You cannot change to a service if that same service is already assigned or if the plan or bundle already contains a service that is assigned. See About Changing a Service.
If the end user customer has multiple products or services, with multiple serial numbers, the Product Change Request Form must be used. See About Changing a Service.
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To change a service, perform the following steps.
- At the account with the activated service select Product & Services List.
The Account Product & Services List is displayed.
- Click the Edit button.
The Edit pop-up is displayed.
- Click the Change Service button.
The Change pop-up is displayed.
Select the Change To down arrow.
You must use the Product Change Request Form if the same service is already assigned or if the plan or bundle already includes a service that is assigned. See About Changing a Service.
The list of service options assigned to the partner or subpartner is displayed.
Note: Indented services indicate multiple services are assigned. Grayed-out services service names indicate the service category.
- Select the service you want change to.
The new service is displayed in the Change To field.
Click Confirm .
The Confirmation pop-up is displayed.
The Confirm pop-up is displayed.
Your change is displayed in the Product & Services List.
It may take 5 – 7 minutes for the change to take effect.
Any usage associated with the serial number being changed is applied to the new service and removed from the old service.
The MSP invoice reflects the product, serial number, and usage changes accordingly.
