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Create user accounts and assign roles

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Appropriate roles: Global admin | User management admin

This article describes how to create user accounts for employees who need access to Partner Center.

Your company's account includes user accounts for anyone on your team. The work they do might include adding or managing customers, selling subscriptions, working with billing and invoicing, creating business profiles, managing referrals, working with incentives programs, providing support, and more.

Prerequisites

To perform the tasks described in this article, you must be:

  • A Global admin, or User management admin at Partner Center -and-
  • A User admin or Global admin for Microsoft Entra ID

For more information about user roles, see Microsoft Entra built-in roles and Assign roles, permissions, and workspace access to users.

Assign user roles

Partner Center access is role-based. To work in Partner Center, a new user must have one or more assigned roles.

Roles can be in the following categories:

  • Cloud Solution Provider (CSP) roles
  • Microsoft Entra tenant roles
  • Non-Microsoft Entra company roles

A user might need to be assigned roles in all these categories.

Assigning appropriate roles to new users ensures that they can view the information and perform the tasks they need to work effectively, without granting them unnecessary permissions.

Important

Users must be listed in your tenant to access Partner Center. Role assignments provide additional access.

Users who need changes to their assigned roles can request changes from a Global admin. They can find the right admins by going to My access and opening the workspace they need access to.

Create a new user

To create a new user, use the following steps:

  1. Sign in to Partner Center and select Settings (gear).

  2. Select the Account settings workspace and then User management.

  3. Select Add user.

  4. In Add user, select Create new users.

    Screenshot of selecting 'Create new users' in the 'Add user' dialog box in Partner Center.

  5. Enter the user's full name and unique email address.

  6. Select the user roles that you want to assign to the user.

  7. Select Add to create the user account.

  8. Confirm the user information displayed on the next page, and make a copy the user sign-in information.

    Important

    Be sure to copy the new user's sign-in information. You won't be able to access it again later.

  9. Send the information to the new user.

When a new user signs in to the Partner Center for the first time, they're prompted to change their password.

Next steps