Partner Hierarchy
Partner Hierarchy Overview
The Partner Management portal allows full flexibility in how your Partner tree is built. This is to allow you to match the hierarchy with your own business.
At a high level there are three fundamental object types:
- Partners - These are wrappers for a collection of child partners and optionally customers. A partner might have lots of customers but no child partners. Alternatively a partner might have no direct customers but a tree of child partners below it.
- Customers - These map with end customers. Typically one per Microsoft tenant of your end customer.
- Customer Service Instance - This is an instance of a service e.g. Call Manager. This is an instance of a service, provisioned in a specific region, for a specific Microsoft tenant.
The partner hierarchy allows full flexibility. For example, you may just have a single layer of resellers, or you may have a deeply nested set of large resellers that in turn have their own smaller resellers etc.
When a user is invited to the Partner Portal, they have access to that specific partner and all partners and customers in the partner tree from that point down.
Navigation
The top right Partner Path show where in the tree of partners we are currently working from.
In this case, if we navigated to 'Portal Users' and sent an invite, that new user would have access at Vazon Bay IT level and everything below, including the child partner Vale Telecom Services.
The left side navigation allows changing between Partners and Customers, where the Customer list is at the same level as shown in the breadcrumbs:
Related Articles
Partner Management API Integration
The Partner Management portal supports operation via both the UI and underlying API. For those partners that already have their own partner and product management system you may prefer to integrate via API to avoid introducting a new portal. Often ...Access a Customer's Call Manager as a Partner
Partners can access the Call Manager instances for all their customers, both at their Partner level and for all child Partners. Login to admin.yourbrand.com Partner Management portal. Navigate to the appropriate Partner level Select Customers on the ...Audit Logs in Provisioner
Overview Each change made in the Provisioner platform is tracked in an Audit Log. This is available from the Provisioner interface using the menu on the left hand side to select 'Audit Log'. The log is shown for the current Partner. To view changes ...User Roles in Provisioner
Provisioner supports five different user roles: Owner, Writer, Provisioner, Supporter and Reader. By default all roles are inherited when accessing a descendant partner. If you have a Portal User with the Owner Role on Partner A, then you also have ...Adding Resellers (Child Partners)
The Partner Management Portal allows a deep tree of partners. A typical setup is to replicate your business's reseller tree in this portal. Add Reseller / Child Partner Adding a new child partner/reseller is a simple process: Login to ...