Assign users roles and permissions

You've set up your partner profile including legal name and address, support details, file tax exemptions, bank info, and the primary contact for your company. Next step: get your users set up with passwords and roles so they can begin working in Partner Center with you.

Set up your employees to work in Partner Center

You determine the types of access your users have to Partner Center by the roles and permissions you give them. Roles are related to the program(s) your business is involved in. For example,if your business is a Cloud Solution Provider (CSP) business, you will not only have the standard Azure AD tenant management roles such as global admin, but will need roles specific to the CSP program. Each program has roles specific to it.

Note

Azure Active Directory (AAD) tenant roles include global admin, user admin, and CSP roles. Non-AAD roles are those roles that do not manage the tenant, and they include MPN admin, business profile admin, referral admin, incentive admin, and incentive user.

Manage commercial transactions in Partner Center (Azure AD and CSP roles)

Role What they can do
Global admin • Can access all Microsoft account/services with full privileges
• Create support tickets for the Partner Center
• View agreements, price lists, and offers
• View, create, and manage partner users
View, create, and manage billing, invoices, and recon files
User management admin • View, create, and manage users
• View all partner profiles
• View, create, and manage partner users
Billing admin - View, create, and manage billing, invoices, and recon files
Default user View My profile
Admin agent • Customer management
• Add device list to the Partner Center
• Create and apply profiles to devices
• Subscription management
• Service health and service requests for customers
• Request delegated administrator privileges
• View pricing and offers
• Billing
• Administer on behalf of a customer
• Register a value added reseller
Sales agent • Customer management
• Add device list to the Partner Center
• Subscription management
• View support tickets
• Request a relationship with a customer
• Manage customer leads
• View the customer agreement
• Register a value-added reseller
Helpdesk agent • Search for and view a customer
• Edit customer details
• Help resolve customer issues with billing or subscription management
• Request support on behalf of customers (Note: You must be an admin agent to complete this task for Office 365 subscriptions)
• Manage subscriptions and billing issues on behalf of customers (Note: You must be an admin agent to complete this task for Office 365 subscriptions)

Control Panel Vendor (CPV). (CSP role and non-AAD role)

CPVs develop apps for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center APIs.

Role What you can do
Global admin View and manage your CPV profile
View and manage any of your users who need access to CPV capabilities

Guest user (must be added to the AAD tenant)

Guest user Roles
MPN partner admin
Accounts admin
Incentives admin
Business profile admin
Referrals admin

Manage MPN membership and your company (non-AAD roles: these roles manage the company business rather than the tenant)

Role What you can do
MPN partner admin • View, create, and manage partner service requests
• View legal, company, business, and MPN profiles
• View user details and their skills data
• View competencies
• View and manage benefits
• View and purchase MPN offers
• View MPN offers order history and invoices
• View partner contribution indicator data
• Can work in the Voucher Validation tool
- View customer data analytics
View other user roles within company, but can't assign roles
Account admin Add locations
Manage profiles related to the accounts you are admin for
• Assign roles for users in tenant to non AAD roles
• Enroll locations into programs

Manage referrals

Role What you can do
Referrals admin • View, create, and manage business profiles
• Receive and manage referrals
• View, create, and manage co-sell referrals
• View, create, and manage partner service requests
Business profile admin • View, create, and manage business profile
• View, create, and manage partner service requests

Manage incentives

Role What you can do
Incentives admin • Initiates and manages incentives
• Can view and edit all aspects of incentives programs
• Can view and edit bank and tax details
• View rebate and co-op earnings
• Access support
• Dispute incentives payments
Incentives user • Can view incentives programs
• Can view and initiate incentives claims
• View rebate and co-op earnings
• Access support