Partnership: Managing/Granting Partner Tenant Access

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Managing Partner Tenant Access:

Why Can’t My Users Access a Partner Tenant?

If users from your tenant are unable to connect to a partner tenant, ensure they have access:

  1. Navigate to the Partnership page.
  2. In the Access Received tab, locate the Partner Tenant Name, and click the Manage Access button.
  3. Verify that the users are listed in the Allowed Users list.
  4. Check that their assigned roles are correct.

If the users are not listed, follow the steps in the article: Partnership: Managing Partner Tenant Access

Granting Access to a Partner:

How Can I Give Partners Access to My Tenant?

To grant access to partners to access your tenant, follow the steps in the article: Partnership: Granting Access to a Partner

The list of available Partners in the Add Partner window is configured by Neostella.

To request the addition of a specific firm, company, or partner in the Tenant Name list, please contact our Product Support Team:

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:

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

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