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Starting a Trial Through the Partner Portal

  • This article is for Windows and Mac

To start a trial through the Partner Portal, sign into your account at https://portal.carbonite.com.

Sign In

If you plan on installing Carbonite on your client's computer, we suggest performing these steps while on their computer.

Once signed in, click Manage and Manage Carbonite Safe.

On this page, click Start a Trial.

The sections below are collapsed. Please click the section title to open / close a particular section.

Starting a Business Trial

To start a Business trial, select the radio button for Business under What type of trial would you like to start?.

Partner Portal: What type of trial would you like to start? Business or Personal

You will be required to enter some information such as name, company name and email address.

All fields are required to create an account.
Partner Portal: Who are you starting this trial for?
You will have the option of being the administrator for the account or having the customer be the administrator.
  • Yes, I'll be the account administrator - Selecting this option will appoint you as the administrator for the account. You will be able to manage all account activities including installation, restores and billing. The end user will not receive any email communication from Carbonite.
  • No, the customer will be the account administrator - Selecting this option will set the customer as the administrator for the account. You will only have access to the billing. The end user will receive email communication from Carbonite about trial conversion, backup status, etc.

After entering all the required information, click Create to proceed with the account creation process.

Partner Portal: Create

Once a trial account has been created, you will be able to view detailed information about the account.

To view the newly created account listed in the Accounts list, click the Accounts link at the top.

Partner Portal: Accounts list
Starting a Personal Trial

To start a Personal trial, select the radio button for Personal under What type of trial would you like to start?.

Partner Portal: What type of trail would you like to start? Business or Personal?

You will be required to enter some information such as name and email address.

All fields are required to create an account.
Partner Portal: Who are you starting this trial for?

After entering all the required information, click Create and download to proceed with the account creation process.

Partner POrtal: Create and download

Carbonite should start downloading automatically on your client's computer. Follow the on-screen instructions to complete the installation. To view the newly created account, click the View this account button.

Partner Portal: View this account
Your client will receive an email to complete the account registration process.

You will be able to view detailed information about the account.

Partner Portal: Account information

The newly created account will be listed in Account list.

Partner Portal: Newly created account
Once Carbonite has been installed on your client's computer, the expiration date will be listed and the notification status will be updated in the Account list.
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