how to manage partner groups

  • Updated

This article explains how administrators create and manage Partner Managed groups, including how user assignments work across partner accounts.

how to create a partner group

Admins can create Partner Managed groups to organize users based on access, collaboration, or governance needs. To create a new Partner Managed group:

1. Click the + NEW GROUP button.
The Group Editor opens.
2. Enter a Name.
3. In Group Type, select Partner Managed.
4. In the Members Managed By dropdown menu, select a partner.
5. Enter a Description.
5. Assign a Tag.
6. Click CREATE.
The new group appears in the groups table, confirming it was successfully created.

Although the group is created in the current account, it is managed by the selected partner. This means: User assignments are controlled from the partner’s account. Any changes made by the partner are automatically reflected in both accounts.

 

how to assign users to a partner group

User assignment for Partner Managed groups is controlled only by the partner account that manages the group. To assign users:

  1. Ensure you are logged into the partner account that manages the group.
  2. In the Groups tool, locate and click the Partner Managed group.
  3. In the Users list, select one or more users.
  4. Click ADD.
    The selected users move to the Assignees list.
  5. Click SAVE.

The assigned users are now part of the group and the changes are reflected across both accounts.

Keep the following rules in mind when working with Partner Managed Groups:

  • The main account (group creator) can:
    • Activate or deactivate the group.
    • Rename the group.
  • The partner tenant (group owner) can:
    • Add users.
    • Remove users.

This separation of responsibilities ensures proper governance and controlled collaboration between partner organizations.

  • Customer accounts cannot modify membership of Partner Managed groups.
  • Group membership is synchronized between:
    • The partner account.
    • The customer account.