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DocumentationPlatformTrials

Trials

Time-bound evaluation licenses, trial campaigns, extension and conversion workflows, and how trials differ from subscription licenses.

Trial licenses are time-limited entitlements for evaluation. The dashboard Trials area aggregates trial-specific licenses for monitoring; creation often uses the standard license wizard with type Trial or dedicated trial routes.

Trial lifecycle

  1. Issue — license wizard type Trial + trial duration (days/hours).
  2. Activate — customer uses key; clock starts per policy (issue date vs first activation).
  3. Monitor/dashboard/trials filters Active, Expired, Converted, Cancelled.
  4. Extend — operator adds time for sales follow-up (API + UI).
  5. End early — operator cancels trial before natural expiry.
  6. Convert — replace with paid perpetual/subscription license; transfer entitlements/device bindings where supported.

Trials page operations

Sidebar: Trials. Aggregates trial-type licenses so sales and support do not hunt through the full license list.

  • Filter by status — Active, Expired, Converted, Cancelled.
  • Search — customer email, license key, product name.
  • Extend trial — push expiry date; writes an audit entry.
  • End trial — immediate expiry; validation fails on next SDK or API check.
  • Create — use license wizard with type Trial or Trials page shortcut when offered.
  • Open license detail — full activations/sessions context for escalations.

Trial vs subscription

  • Trial — evaluation SKU; often single-seat; marketing funnels; may auto-expire without payment.
  • Subscription — recurring term tied to billing renewal; see Subscription model.

Roles

Same as license management: product owners and system Admin extend/end trials. Members cannot access trial admin actions.

Trials & transfers API · Trial license model · Licenses (vendor) · Analytics