Partner Users

Partner users are your resellers and channel partners — people outside your company who manage a book of customers on your behalf. They sign in to the partner portal, where they work their assigned accounts rather than the whole tenant. Use this role whenever someone needs to act for customers they're responsible for, but should never see your full admin configuration.

How to create one

Open the user menu (your name, bottom-left) → Settings → Users, click Add User, set Role to Partner, choose a partner profile, and link the user to their billing account in the External Account field. The partner receives an Auth0 email to set their own password.

What partner users do

From the partner portal, a Partner user manages their assigned customer accounts and their own subscription. Their reach is bounded by their profile — so two partners can have different permissions even though they share the role. Like Customer users, Partners carry an External Account link; Admin and CSR users do not.

Gotcha: the single Partner role now covers what used to be split into separate partner-administrator and account-executive distinctions. There's no separate partner role to choose — differentiate seniority or reach through the profile instead.

Who and when: assign Partner to external reseller staff; assign CSR to your own internal support reps, since the two have different portals and scopes.

See User Roles, Profiles & Permissions, and the Partner Portal overview.