Enrollment and user management in the incentives program
Appropriate roles: Incentives admin
Note
Before you can enroll in the incentives program you must have completed the Partner Membership Center to Partner Center migration.
The enrollment process consists of two steps.
Step 1. User management: This step involves establishing the Incentive Administrator in Partner Center.
Step 2. Enrollment: Microsoft sends you an invitation to enroll in your incentive program.
User Management
To enroll in a Partner Center incentive program, the Global administrator or Account administrator needs to set up your company users as Incentive administrators. For information on partner accounts, roles, and permissions, see Manage your Partner Center account. The Global administrator can also set up your company users through the Azure Active Directory (Azure AD).
Note
Only the Incentive administrator can enroll in incentive programs. If there is no Incentive administrator for your location, the Global administrator and Account administrator must assign one. The Incentive administrator must be assigned for the location MPN IDs. The Global administrator or Account administrator can also be assigned as the Incentive administrator. To learn more about different roles, see Manage incentives.
Enrollment Process
Once your organization is eligible for incentives, Microsoft will send an invitation to the Incentive administrator of the eligible MPNLocationID to begin the enrollment process. This email will be sent from Microsoft Partner Center, and will have the subject Partner Incentive Enrollment Invitation. Open the invitation and select Get Started.
You’ll also see an invitation on the Partner Center home page. Once you select that message, you won’t be able to see it again. However, the Incentive Administrator can still complete the process by signing into the Partner Center dashboard and selecting the Incentives tile. Select Enroll, and then complete the payout and tax profile for the program.
If you already have a default bank profile setup for an MPN location and you are trying to enroll for the same MPN location in an incentive program, when you select Enroll and accept the invitation, you will see the default bank profile. You will also be shown any available tax profile if you've created it for that MPN location. If Microsoft has all the required bank and tax profile detail, you'll be prompted to select Submit to complete the enrollment. See Set up a default bank profile.
You also have the option to choose a bank profile other than the default bank profile. If Microsoft requires additional details for the payment or tax profiles or currency, you will be prompted to Continue and will be redirected to the Payment and Tax profile page to provide the missing details.
An enrollment is considered complete only when the payout and tax profile you provide for the enrollment is validated by Microsoft.
Certain incentive programs have no eligibility criteria, and are open to all partners. The Incentive administrator will see invitations for these programs on the incentive overview page, provided they have permissions for the relevant incentive program and MPN. Microsoft does not send email invitations for these programs.
For more information on the enrollment process, download the Incentives Enrollment Guide (sign-in required).
Expiration and renewal
Incentives enrollment expires at the end of the fiscal year. However, as long as you remain an eligible partner with an active agreement, Microsoft will roll forward your incentives enrollment into the next fiscal year. You don't need to take any action, as long as the payout and tax information required for the incentive program is complete as per the rules of the incentive program.