Manage your Partner Center account - company profile, bank information, roles, permissions, and more

Appropriate roles: Global admin | Account admin

The account you create on Partner Center when you enroll is your work email plus your business information. After you create an account, you will finish setting up your company's full profile including support details, file tax exemptions if appropriate, and primary contact information. Your company's account will also include user accounts for anyone on your team who will use Partner Center. The work they may do includes adding or managing customers, selling subscriptions, working with billing and invoicing, creating business profiles, managing referrals, working with incentives programs, providing support, and more.

Also see articles Invite employees to join Partner Center and Add a new user.

Note

The Account settings menu will change depending on the programs you are enrolled in. For example, if you are a partner in the Cloud Solution Provider program (CSP), you will be able to manage your Azure Shared services from Account settings.

Account management

All commercial and developer partners access Account management in Partner Center by signing into the Partner Center dashboard and selecting Settings (the gear icon) at the upper-right corner of the screen, and then Account settings. You no longer have to choose between Partner and Developer settings. All profiles and settings are now combined.

settings icon.

This displays the account settings page.

Settings menu.

Locate your MPN ID

Whether you are a partner or a developer, use your MPN ID for such things as logging support tickets. Your MPN ID is located on the Legal info page. You can also find it on the Identity profile.

Account settings - partners, resellers

When you select the Settings icon and open the Account settings menu, the default view, if your company is part of the Cloud Solution Provider program, is Legal info displaying two tabs, Partner and Reseller. Each tab includes aspects of your business.

Menu shows tabs for Partners and Resellers.

The Partner tab includes all the legal business information such as registered legal name and address for your company, as well as primary contact, and business locations. The Reseller tab for partners doing CSP business includes the Customer support profile.

If your company doesn't participate in CSP, the default view will show only the Partner tab, which will include the Customer support profile.

When you are in more than one account

You can be part of more than one account. You can check to see if you are part of multiple accounts by the presence of the “account picker” in the left navigation menu.

Identify the account-picker.

If you don't see the account picker, you are part of one account only.

When you select this picker, all the accounts that you are a part of appear as a list. You can then select any of them and switch to that account. Everything after that appears in the context of that account.

In the example below, the signed-in user is part of the three highlighted accounts. The user can switch between them by clicking on an account.

The accounts you are part of.

Organization profile

Use these pages to manage in-depth areas of your business including the legal business profile, partner profile, and tenants. Manage each area separately. They are described below.

Legal info menu.

When you first join Partner Center, your company goes through a verification process with Microsoft. You can track the status of your verification on the Legal info page. It shows the primary contact (who Microsoft will contact about partner questions) and the primary legal contact (the person who manages your legal information and status). All of your company's business locations are listed and can be added here.

You can either look up your company profile or enter company information manually. If your company is registered with Dun & Bradstreet, use the DUNS ID to look up your company info. If you want to provide your company details yourself, select Manual.

If your company is located in Armenia, Hungary, Kyrgyzstan, Moldova, Uzbekistan, or Russia, and you enter your address manually, we will validate your address for you. If the one you enter differs from the validated one, we suggest you use the validated address. Verification ensures that the address is both accurate and can be shipped to.

Primary contact email

The primary contact email is what we will use to notify you about verification of your account. It is important that the email you provide for the primary contact is one that is regularly managed and watched.

Learn more about Verification and your account information.

Tenants profile

This page contains all information about your Azure AD tenants, both commercial and developer. This profile is where the global admin can associate new tenants to the partner global account.

Identifiers

This page contains the Partner Center identities for your company: MPN IDs, publisher IDs, Windows publisher IDs, and more. Each area can be expanded and edited so that, for example, the primary contact for your publishing business is easily located.

Company profile

This page identifies the type of partnership you have with Microsoft, such as independent software vendor or CSP program partner. It shows the number of customers you are working with, annual revenue, and the current size of your company. Expand company information on the Company details page to tell Microsoft the type of work you want to do with Microsoft, such as build applications, resell Microsoft and third-party software, or be a systems integrator. Optionally, define where you currently do business and the locales where you'd like to expand your business in the future.

Account merge profile

When you invite a company that has an active account in Partner Center to merge their account with yours, that information is managed on the Account merge page. Look up the MPN ID for the company you'd like to invite to merge with yours, view current mergers, and send invitations to companies. Accept or reject an invitation to merge your company account into another company's account here. For details, see Merge your partner account with another partner account.

Payout and tax

This page contains your payout and tax details, including Bill to information, PO number, tax ID information for your company, VAT ID number if you have one, and the currency you use.

User management

What you work on in Partner Center and the areas you are able to update or see depends on your role and the permissions attached to that role. For example, if you aren't an Incentives admin, you won't be able to change anything on the Incentives pages though you may be able to view the data. Learn more about roles and permissions

Update preferred email

To update your preferred email to receive Partner Center notifications:

  1. Sign in to the Partner Center dashboard.
  2. Go to Engagement preference, select the Change link, update the email address, and select Save.

Find your user role

  1. Go to Settings and select My profile.

  2. On the Details page, you will see your personal information as it pertains to your work and your learning, exams, and certifications data.

  3. Select the Roles and permissions tab to see all the roles you have been assigned and the permissions those roles provide.

Programs in which you are enrolled

The work you do to manage your Partner Center account relates to the specific programs you are enrolled in and the user roles and permissions you've been assigned in Partner Center.

To see which programs you have access to:

  1. Sign into the Partner Center dashboard.

  2. The left navigation menu will reflect the programs that you are enrolled in and will show the options available for each program.

Here's one example. Assume a user has access to three programs in the Partner Center dashboard: The MPN program, the Referrals program, and the Commercial Marketplace program. When they sign into the Partner Center dashboard, they will see these three programs on the left side of the screen.

Programs enrolled menu.

Enrolling in programs

There are many Partner Center programs available. Each program has different requirements your company needs to meet before it can enroll in that program.

To learn about enrolling in certain Partner Center programs, see the following partial list:

To learn more about enrolling in Partner Center programs, see also Partner network resources.

Next steps