[For Partners] Customer Organizations

In this article:

  1. Generating License Reports
  2. Overview interactive charts
  3. Detailed lists of product licenses
  4. Actions
  5. License Expiration Notifications

Some customers purchase OPSWAT product licenses through Distributors or Resellers. The Customer Organizations tab lets Partners (Distributors and Resellers) view and manage the licenses they’ve sold to customers.

To access this page, navigate to License Management > Customer Organizations. You can only access this tab if the following conditions are met:

  • You must belong to a Partner organization with assigned customers.
  • You must have View Only or Full Access permission on the License Management - Customer Organizations role object. (Refer to Roles for details)

Generating License Reports

  1. Select Organizations: Choose one or more customer organizations from the dropdown.
  2. Generate Report: Click Generate Report.
  3. The page is separated into 2 sections:
  • Overview: Interactive charts and summary statistics.
  • Details (including Cloud Services and On-premises product): Detailed list of licenses on each customer organization satisfied the prior selection.

Overview interactive charts

  • Hover over the pie chart to view details.
  • Click on dashboard numbers OR on each part in the pie chart to filter out and display filtered data in the 2nd section of the page. The page will automatically scroll to the 2nd section for list of filtered licenses.

Detailed lists of product licenses

The list are separated into 2 sections: Cloud Services and On-Premises Products

Cloud Services

  • For MetaDefender Cloud: My OPSWAT Portal shows licenses with license expiration and scan limit info.
  • For MetaDefender IT Access: Don't display on this page

On-Premises Products: Each license entry includes:

FieldDescription
Reseller InfoName of the Reseller tied to that sub‑organization
Contract numberContract number(s) tied to sub-organization (Activated/Expired). Click to view details in Customer Contracts tab.
Product NameOPSWAT product name
License KeyAssociated license key(s)
StatusActive, Expiring or Expired.
Start DateLicense effective date
Expiration DateLicense expiration date
Deployed / PurchasedNumber of deployed instances versus purchased limit.
Type

Evaluation/Purchased

  • Evaluated Licenses: Temporary licenses used for evaluating a product.
  • Purchased Licenses: Licenses for on-premises products that have been purchased by the user account.
Customer NoteNotes from end customer (read-only)
Partner NoteEditable field for partner remarks (e.g., contract ID, location)

The portal prioritizes displaying the licenses of sub-organizations. Licenses assigned to both main and sub‑organizations appear only under the sub‑organization to avoid duplication.

Actions

Depending on your permission level on the License Management
– Customer Organizations role object, you have access to different actions:

View Only permission:

  • Activate License: Activate a license for the selected product. Please refer to Activate License for details.
  • Pin: Move the license to the top of the section for better visibility and quick access.
  • See full License History: View the full license history (expired ones are hidden by default).
  • Filter by Product name, license's status, type, availability, and capacity.
  • Search by License key, Product name, Contract number and Reseller name.

Full Access permission:

  • Edit partner note: Attach custom notes to licenses such as tagging licenses by location or internal identifiers (e.g., contract owner, contract ID, reseller reference, etc.)
  • Download Active Deployment Report: Export an Excel File containing all the License Key information and the list of active Deployments. (not applicable for Expired licenses)

License Expiration Notifications

My OPSWAT Portal provides function which Partners can subscribe to receive automatic alerts for upcoming customer license expirations—60 and 30 days in advance, enabling better planning and prioritization.

Settings: Subscription settings available under License Management > Customer Organizations

In the email alert, Distributors will also see Resellers info associated with each customer.

License details are displayed in a clean table format, including product name, license key, start date, expiration date, quantity, and license type (Evaluation or Purchased). Each customer’s licenses are organized into separate tables for easy reference.

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