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Use a customized credit allocation model specifically designed for academic institutions.

For customers utilizing Microsoft or Google education plans, Trend Vision One Cloud Email and Collaboration Security offers a customized credit allocation model tailored to their unique academic environments.
This feature is designed specifically for academic institutions that use special licensing suites from identity providers (IdPs) such as Microsoft, which typically bill only for faculty members and exclude students. To align with these licensing models, Email and Collaboration Security allows eligible customers to selectively allocate credits based on specific user groups. This helps ensure accurate billing, avoids unnecessary credit consumption, and supports compliance with academic pricing structures.

Procedure

  1. Click Manage credit allocation in the Email Asset Inventory screen.
  2. Select the deployment for which you want to manage credit allocation by clicking the corresponding tab.
  3. Configure credit allocation as necessary.
    Deployment
    Setting
    Cloud Email and Collaboration Protection
    1. Select the organization where credit allocation needs to be adjusted.
    2. Click the option Allocate credits for selected users only.
      When enabled and configured, only the user groups you specify will be counted toward credit usage. For details on per-user credit requirement, that is, 5, 25, or 50 credits, see Credit requirements for Email and Collaboration Security.
      Note
      Note
      The default setting is Keep the Trend Micro built-in credit allocation method. Learn more about this method at Credit requirements for Email and Collaboration Security.
    3. Choose your service and click the corresponding tab.
    4. Select the user groups whose accounts should be counted for credit allocation in the current deployment.
      Users in these groups will be counted, excluding certain account types, for example, unlicensed, guest, disabled, and duplicate users in Microsoft Entra ID.
      Important
      Important
      • Make sure all eligible users are included to reflect actual credit usage.
      • If student accounts are included in the selected groups, credits will be allocated for them. To avoid this, exclude student accounts from the selected user groups in your IdP.
    5. Repeat the steps for any additional organizations you need to configure.
    Cloud Email Gateway Protection
    1. Click the option Allocate credits for selected users only.
      When enabled and configured, only the user groups you specify will be counted toward credit usage. For details on per-user credit requirement, that is, 5, 25, or 50 credits, see Credit requirements for Email and Collaboration Security.
      Note
      Note
      The default setting is Keep the Trend Micro built-in credit allocation method. Learn more about this method at Credit requirements for Email and Collaboration Security.
    2. Select the user groups whose accounts should be counted for credit allocation in the current deployment.
      Users in these groups will be counted, excluding certain account types, for example, unlicensed, guest, disabled, and duplicate users in Microsoft Entra ID.
      Ensure that the user directories hosting the desired user groups have been integrated through Workflow and Automation → Third-party Integrations.
      Important
      Important
      • Make sure all eligible users are included to reflect actual credit usage.
      • If student accounts are included in the selected groups, credits will be allocated for them. To avoid this, exclude student accounts from the selected user groups in your IdP.
    Email and Collaboration Sensor
    Note
    Note
    Email and Collaboration Sensor credit allocation for academic institutions is not available currently.
    1. Choose your service and click the corresponding tab.
    2. (For Exchange Online, Gmail) Select the organization where credit allocation needs to be adjusted.
    3. Click the option Allocate credits for selected users only.
      When enabled and configured, only the user groups you specify will be counted toward credit usage. For details on per-user credit requirement, that is, 5, 25, or 50 credits, see Credit requirements for Email and Collaboration Security.
      Note
      Note
      The default setting is Keep the Trend Micro built-in credit allocation method. Learn more about this method at Credit requirements for Email and Collaboration Security.
    4. Select the user groups whose accounts should be counted for credit allocation in the current deployment.
      Users in these groups will be counted, excluding certain account types, for example, unlicensed, guest, disabled, and duplicate users in Microsoft Entra ID.
      Important
      Important
      • Make sure all eligible users are included to reflect actual credit usage.
      • If student accounts are included in the selected groups, credits will be allocated for them. To avoid this, exclude student accounts from the selected user groups in your IdP.
    5. (For Exchange Online, Gmail) Repeat the steps for any additional organizations you need to configure.
  4. Click Save.
    Wait up to 24 hours and view the updated credit usage in Credits & Billing.
    The following table illustrates how Trend Vision One credits are allocated for a university under each available allocation option.
    The university:
    • Has purchased the Microsoft Defender for Office 365 Education Plan (A3 or A5)
    • Is using the Cloud Email and Collaboration Protection deployment within the Email and Collaboration Security - Core package
    • Has 1,000 faculty members and 2,000 students, all stored in and synchronized from Microsoft Entra ID
    Allocation option
    Number of users counted for credit allocation
    Required credits
    Keep the Trend Micro built-in credit allocation method
    3,000 (faculty + students)
    25 * 3,000 = 75,000
    Allocate credits for selected users only: 1,000 faculty members
    1,000
    25 * 1,000 = 25, 000
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