19 License · Agency

Agency Plus Digital License

Larger-team internal-use licence with a deployment guide.

Agency Enterprise

Overview

Rolling a system out to thirty people is a different problem from buying it for three. The resources are the same; getting everyone onto them consistently is the work.

This licence covers internal use across a larger team and comes with the deployment guide for that rollout: how to structure access, how to standardise references so records match across teams, how to migrate what already exists, how to train people onto the routine, and how to check afterwards that it is actually being followed.

Seat count and licence terms are confirmed in writing when the licence is issued.

What you end up with: A licensed internal deployment, rolled out consistently.

Who it is for

  • Larger agencies and multi-team operations deploying TrustBrick internally across a group.

Features

Everything this resource tracks, grouped the way it is laid out.

Licence

  • Internal use at scale Internal use across a larger team, under one licence.
  • Seat count The number of seats covered, confirmed in writing.
  • Term and renewal Licence period, renewal and how seats are adjusted.
  • Entity scope Which entities within a group the licence covers.

Deployment

  • Access structure How to structure access across teams and roles.
  • Reference standards Standardised property and client references across teams.
  • Migration plan Moving existing records in without losing history.
  • Training plan Getting people onto the routine, by role.
  • Rollout sequence Which teams go first, and what has to be true before the next.

Assurance

  • Adoption check Confirming the routine is being followed after rollout.
  • Data quality review Checking the records are actually usable.
  • Review cadence How often to re-check, and what to look at.

Support

  • Deployment support Support through the rollout itself.
  • Licence record Licence reference and validity on your account.

Included resources

Files delivered with this product.

  • Pdf Internal Use Licence The licence document, with seat count and entity scope. 396 KB Preview available
  • Pdf Deployment Guide Access structure, references, migration, training and rollout. 140 KB After purchase
  • Xlsx Migration Workbook Mapping existing records into the TrustBrick structure. 198 KB After purchase
  • Xlsx Reference Standards Property and client reference conventions across teams. 418 KB After purchase
  • Docx Training Plan Role-based training material for the rollout. 88 KB After purchase
  • Xlsx Adoption Review Post-rollout checks on adoption and data quality. 600 KB After purchase

Questions about this product

The Professional License permits client-facing commercial use. This one covers internal use across a larger team and focuses on deployment: structure, migration, training and adoption. They answer different questions — if you need both, say so and the team will scope it.

Access structure, reference standards, a migration plan, a role-based training plan, a rollout sequence and the adoption and data quality checks that follow it.

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