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How do I manage SecureMailMerge licenses as a reseller?

Learn how IT resellers and MSPs can purchase, assign, and manage SecureMailMerge licenses for multiple client organizations.

Contents

This guide explains how IT resellers, MSPs, and software distributors can purchase and manage SecureMailMerge licenses on behalf of their clients.

How it works

As a reseller, you purchase subscriptions at securemailmerge.com/purchase and assign licenses to your clients’ email addresses through the licensing server. There is no separate reseller program - you use the same purchase page and pricing as any other customer.

You have two approaches to structuring subscriptions:

ApproachBest forBillingClient admin access
One subscription per clientClients who want autonomy or separate billingSeparate invoice per clientCan delegate full subscription management
One main subscriptionSimplicity, central controlSingle invoiceNo - you manage everything

Choose one subscription per client when clients need separate invoices, want to manage their own license assignments, or you want a clean separation between accounts. Choose one main subscription when you want to manage everything centrally and don’t need per-client invoicing. You can also mix both approaches - use a shared subscription for smaller clients and dedicated subscriptions for larger ones.

Purchase a subscription →

Subscription setup

One subscription per client

  1. Go to securemailmerge.com/purchase
  2. Log in with your Microsoft 365 account
  3. Set the quantity to match the number of users the client needs
  4. Complete the purchase
  5. Assign the licenses to the client’s users at licensing.solinventum.com

Repeat for each client. Each subscription appears separately in your licensing server dashboard and generates its own invoice. You can rename each subscription on the licensing server to match the client’s name, making it easy to find the right one.

If a client wants to manage their own license assignments, you can add a delegated administrator from the client’s organization on the licensing server. Since delegation grants access to the entire subscription, this only works with the one-subscription-per-client approach. See Centralized Subscription Management for details.

One main subscription

  1. Go to securemailmerge.com/purchase
  2. Log in with your Microsoft 365 account
  3. Purchase the total number of licenses you need across all clients
  4. Assign licenses to each client’s users by entering their email addresses at licensing.solinventum.com

The licensing server does not separate licenses by client within a single subscription. You will need to track which licenses belong to which client yourself - for example, in a spreadsheet. If you want to automate this, you can use the licensing API to assign and unassign licenses programmatically.

Managing licenses

Assigning licenses

  1. Log in to licensing.solinventum.com with the account that owns the subscription
  2. Click “Assign Licenses”
  3. Enter the email address of each client user who needs a license
  4. Each user receives a welcome email with installation instructions

You do not need the add-in installed yourself to manage licenses.

Removing or reassigning licenses

  1. Log in to the licensing server
  2. Remove the license from the user’s email address
  3. Optionally assign it to a different user

The freed license can be reassigned to any user - including users at a different client organization.

Adding more licenses

  1. Log in to the licensing server
  2. Increase the license quantity on your subscription
  3. Assign the new licenses to the client’s users

Billing adjusts automatically on a pro-rata basis.

Open the licensing server →

Client installation

Installing the add-in and assigning a license are separate steps. Your clients can install SecureMailMerge in two ways:

  • Self-install: Each user installs the add-in from the Get Add-ins menu in Outlook
  • Admin deployment: The client’s IT administrator deploys it via Microsoft 365 Admin Center > Integrated Apps

In both cases, the license you assign through the licensing server is what removes the promotional footer. See Installation vs. Licensing for details.