Enroll in the incentives program and manage users

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Appropriate roles: Incentives admin

The enrollment process consists of two steps:

  • Step 1. User management: This step involves assigning the Incentive administrator in Partner Center.
  • Step 2. Enrollment: Microsoft sends you an invitation to enroll in your incentive program.

Manage users

To enroll in a Partner Center incentive program, the Global administrator or Account administrator needs to set up your company's 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 Microsoft Entra ID.

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 PartnerIDs. The Global administrator or Account administrator can also be assigned as the Incentive administrator. To learn more about different roles, see Manage incentives.

Access the incentives enrollments on overview page

To see your incentives:

  1. Sign in to Partner Center and select the Incentives workspace. A list of all your incentive program invites and enrollments appears.

  2. The status of the enrollment is shown in the Status column and any action required to complete the enrollment shows in the Action column.

  3. You can also review the program guide for the various programs in the Resources column on the page Enrollment status.

The following table explains the various enrollment states in the Status column.

Status Appears when
Action required The partner accepted an invitation to enroll in an incentive program but might need to update bank or tax information. See the Actions required column for any next steps or links to update your bank or tax information in Partner Center.
Discontinued The incentive program is no longer offered in the incentives system.
Enrolled All tax and bank information has been validated. No further enrollment action is required.
Enrolling The user isn't an Incentive administrator, and the enrollment is in the Action required or Validating enrollment states.
Inactive / Ineligible The incentive program might not be open to enrollment at this time, or the partner doesn't meet current eligibility for enrollment or re-enrollment.

If the status is Ineligible, then the partner doesn't meet the eligibility requirements for the program. Selecting the See eligibility requirements link beneath the enrollment status shows the requirements for eligibility and which of these requirements have been met.

You might also see an Inactive status for Partner Global Account (PGA) enrollments that are no longer active in the incentive program.
Invited A new incentive program enrollment invitation has been sent to the partner but the partner hasn't yet started the enrollment process. The adjacent Actions required column shows next steps and any related links.
Validating enrollment The partner has completed or updated bank and tax information for a new or existing enrollment and is waiting for Microsoft to validate the information. During the validation process, Validating enrollment might appear for up to 48 hours.

Enrollment Process

Once your organization is eligible for incentives, Microsoft sends an invitation to the Incentive administrator of the eligible LocationID to begin the enrollment process. This email is sent from Microsoft Partner Center and has 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 in to the Partner Center and selecting Incentives. Select Enroll and then complete the payout and tax profile for the program.

If you already have a default bank profile setup for a Microsoft AI Cloud Partner Program location and you're trying to enroll for the same Microsoft AI Cloud Partner Program location in an incentive program, when you select Enroll and accept the invitation, the default bank profile appears. You'll also be shown any available tax profile for that Microsoft AI Cloud Partner Program 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 can also choose a bank profile other than the default bank profile. If Microsoft requires more details for the payment or tax profiles or currency, you'll be prompted to Continue and 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.

Note

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 doesn't send email invitations for these programs.

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 continues 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.

Next steps