Overview
All subscriptions and billing aspects can be handled from the relevant section in the platform
To access this section, click on your account icon and then select ‘Subscription & Billing’
This section provides all subscriptions and billing information including:
Active users per each program
Estimation for next billing cycle
All customers and their assigned plan status
Payment method details
Billing details
List of issued invoices
Introduction to our Packages and Plans:
Trial
All new customers (both the MSP and every one of its new onboarded customers) receive a 14-day free trial that includes:
Access to all security controls (as Trail plan is in fact a Pro for 14 days)
10 prospecting reports (MSPs only)
After the free trial, a prompt to subscribe to the Pro plan is displayed; otherwise, the subscription expires. To avoid disruptions, payment and billing information must be kept up to date
Pro
Upgrading to the Pro plan includes:
Access to all the security controls
Access to the growth hub
100 prospecting reports per year
White glove onboarding
A dedicated Customer Success Manager
Personalized sales training
Prioritized technical support
White labeling
Community plan
The Guardz Community plan allows MSPs to secure their operations quickly and effortlessly, with no commitment required. Qualified Community MSPs receive complete protection at no cost, including:
Access to all security controls (the same as Pro)
Access to the Growth Hub
10 prospecting reports
Ultimate
Upgrading to the Ultimate plan provides the most advanced protection. It includes all of the benefits of the Pro plan as well as:
Unlimited prospecting reports per year
Managed SentinelOne licenses
24/7 MDR service to remediate issues and incidents
Post Trail Period: Purchasing a Plan
Once the trial period ends, the account will transition to expired status. At this stage, protection is no longer active, certain features will become inaccessible (displayed in grey), and the purchase of a package is required to continue receiving full protection and service
2 options to purchase a package:
“Contact us”
For Community plan
For Ultimate plan
For different pricing structures than offered
“Self service”:
Pro plan
Purchasing a Plan for the First Time (Self Service for Pro Plan)
Go to the ‘Subscription & Billing’ section
Click on the ‘Purchase’ button
Select the customers (including your own MSP account) to assign the program to. You can use the status column to verify whether a customer is still under Trial
Select the commitment period: annual or monthly. Please note that billing is always monthly; only the pricing is affected
Select the number of users you expect to have. A higher number reduces the price you pay per user
Review the estimated total due per month (this amount is calculated by multiplying the price per user by the number of users you selected)
Click on the ‘Upgrade’ button
Review the summary details
Pay attention to the ‘Pay Now’ record: this is the prorated amount you will pay for a plan that starts in the middle of the month, meaning the proportional share of the plan until the end of the month
Click on the ‘Proceed To Checkout’ button
Fill in billing information and payment method details to proceed (if the details are already exist you will be able to complete the purchase immediately)
Click on the ‘Pay & Subscribe’ button
Refresh the page and verify the first invoice is issued correctly
Review the updated distribution of your customers across the different packages (e.g., those still on Trial and those assigned to Pro)
Amending an Existing Plan
You can always switch from monthly to annual plan
You can always increase or decrease the minimum number of users (applicable only to monthly subscriptions)
Downgrading from an annual subscription to a monthly subscription cannot be done through the self service options
To amend the existing plan click on the ‘Edit’ button and proceed regularly
Assigning Customers to Existing Purchased Subscriptions:
If you want to add new customers to an existing subscription (for example, after their Trial period has expired), follow these steps:
Go to the ‘Subscription & Billing' section
Locate the relevant customer
Click on the ‘Assign Plan’ button
Review the summary details and click on ‘Activate’
Please note:
If you assign a plan to a customer who is still under trial, the charge will begin only after the trial expires (even if the plan was assigned in the middle of the trial period).
Requesting a Community Plan:
MSPs can claim for a Community plan for their own users
To apply for the plan, go to the ‘Subscription & Billing section’
Locate your own account
Click on the ‘Claim Free Licenses’ button
Clicking on this button will open a support ticket to review the case. If the request is approved, you will be notified through the ticket thread
Once the request is approved, a ‘Community’ tag appears on your account
Requesting an Ultimate Plan:
MSPs can claim for a Ultimate plan
To apply for the plan, go to the ‘Subscription & Billing section’
Click on the 'Contact Us' button and proceed to book a meeting
Billing Assumptions
Guardz issues billing on the 1st of every month (billing is always monthly)
This reflects a snapshot of the active users for the entire month ahead, meaning it shows the expected amount based on the purchased plan and the current active users in the system
Any new users added after the 1st will be charged starting from the following month
The only time you will pay a proportional share of the plan is when you activate it for the first time. In that case, you will be billed immediately for the proportional amount until the end of the month
Canceling a Subscription
If you choose to cancel your MSP subscription or your customer’s subscription, the account will be downgraded to expired status at the end of the commitment period, and no new invoices will be issued (provided that the commitment is monthly and the account is not part of the community plan).
If you or your customer is on a free trial, no invoice will be issued, and the subscription will be downgraded to an expired plan at the end of the Trial.
Please note:
Canceling the subscription will not delete the account. To completely delete a customer account or your MSP account, read the Account Delete article.