Partnership: Managing Partner Tenant Access

Managing Partnership

Neodeluxe Partner Access enables secure connection and seamless login between organizations’ tenants. This guide explains how to use this feature based on your organization’s role in the partnership. 

Understanding Your Organization’s Role

Service Providers (Neostella, etc.)

• Access client tenants to provide services
• Manage which of your own users can access the client tenants

Clients (Law Firms, End User Organizations, etc.)

• Grant access to partners (service provider) to access your tenant
• Control which partners can access your tenant
• Determine which permissions each provider has in your tenant

Partner Access Interface 

To access the Partnership page:

1. Go to the Admin menu.
2. Select Neodeluxe Portal > Partnership.

The Partnership interface consists of two tabs, which you may or may not see based on your role in the partnership: Access Received, and Grant Access.

Access Received tab

The Access Received tab displays the tenants that your organization has permission to access as a partner. Use this tab to manage which of your users can connect to the partner tenant.

Use this tab to:

• See which tenants you can access as a partner
• Manage which of your users can access each tenant
• Assign appropriate partner roles to your team members

The table includes the following columns:

Managing Access to Partner Tenants 

In the Access Received tab, admins can manage their access to partner tenants, and admins can also modify the roles assigned to each user.
To add or remove users from a partner Tenant:

1. In the Access Received tab, locate the Partner Tenant Name, and click Manage Access.

2. Click Users Edition Mode.

3. To grant partner access to users from your tenant, select them from the Unselected Users list and click the top arrow to move them to Allowed Users.

4. To remove partner access for users from your tenant, select them from the Allowed Users list and click the bottom arrow to move them to Unselected Users.

5. Click the Allowed Users Mode button to return to the authorized users overview.

6. To modify what a user can do in the partner tenant, locate the Allowed Roles column, click the icon next to a role to remove it from a user. To add or remove roles, click dropdown. 

7. Click Save to confirm your changes. 

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Partnership, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.