User management tasks for customer accounts

Applies to

  • Partner Center

You can create and delete new users in a customer's account.You can also restore one or more user accounts that you previously deleted within 30 days of the deletion. The user's previous subscription assignments will also be restored (assuming their previous allocations are available).

When you buy new subscriptions for a customer, the customer should give you a list of all the users who will need accounts, their user permissions, and which services each user needs.

You can assign subscriptions to multiple users at one time by importing the names using an Excel-compatible .csv spreadsheet file.

Create user accounts for a customer

  1. From the Partner Center menu, select Customers. Choose a customer from the list.

  2. In the customer menu, select Users and licenses.

  3. For each user you add, select Add subscription, then fill out the information, including permissions and licenses. Save your changes.

  4. Be sure to record the user name and temporary password to send to the user.

  5. If you are adding multiple users one at a time use Add another user.

  6. You can also add multiple users at once by importing an Excel-compatible .csv spreadsheet file. You can wait until you're done with the whole set before emailing or printing the names and passwords from the confirmation screen.

Add or remove user licenses for a customer

  1. From the Partner Center menu, select Customers. Choose the customer from the list.

  2. In the customer menu, select Users and licenses.

  3. Choose one or more users from the list. If, for example, the customer just purchased new licenses and you wanted to assign them to people who don't have them yet, you can use the Filter users by... option to find the right group.

  4. Select Manage licenses. Make your changes, then Save.

Reset a user's password for a customer

  1. From the Partner Center menu, select Customers. Choose the customer from the list.

  2. In the customer menu, select Users and licenses. Choose the user from the list.

  3. At the bottom of the screen, select Reset password.

  4. Send the new temporary password to the user.

Delete user accounts for a customer

  1. From the Partner Center menu, select Customers. Choose the customer from the list.

  2. In the customer menu, select Users and licenses. Choose the user from the list.

  3. At the bottom of the screen, select Delete user account.

If you need to restore this account, you can find it in the Deleted users tab of the Customer's Users and licenses list. You have 30 days to restore a deleted user.

Restore deleted user accounts

  1. From the Partner Center menu, select Customers, then choose the customer from the list.

  2. Select Users and licenses.

  3. Select the Deleted users ( ) tab. It should read (1) or greater when there are deleted users that can be restored.

  4. Select one or more of the deleted users' checkboxes and then select Restore.

    All selected user accounts will reappear in the Users and licenses page.

Assign or revoke licenses to multiple users

Create multiple users for a customer account