Users in a partner can access that partner’s projects, depending on their role. This article covers adding people to a partner, creating new users in a partner, and removing users who no longer need access. These steps are for tenant Admins.
In this article:
- Before you begin
- Adding users and teams
- Creating a new user in a partner
- Removing a user from a partner
- FAQ
- Related articles
Before you begin
- For Partner-enabled roles, see Partner Admins: Partner-enabled Advanced Roles.
- You don’t need to add Admins. They automatically have access to every partner and team.
- To see which partners someone belongs to, go to Settings > Users and licenses and check the Organization column.
Adding users and teams
You can add three kinds of people to a partner, and each option works differently:
- Individual users from your tenant moves users from your tenant into the partner. Projects they own in your tenant move into the partner with them.
- Individual users from another partner adds users who already belong to a partner. They stay in their current partner, and their projects don’t move.
- Teams from your tenant moves a whole team, including its members and projects, into the partner. It stays a team inside the partner.
- In the left navigation, click Partners.
- Click the partner’s name.
- In Users and teams, click Edit.
- Select Individual users from your tenant, Individual users from another partner, or Teams from your tenant.
- In Select users or Select teams, select the people or teams to add.
- Click Save.
The people you added appear on the partner’s Users or Teams tab.
Note: Depending on their role, users you add may be able to see the partner’s projects that aren’t on a team. To limit that, add them to a team in the partner from the Teams page in Settings.
Creating a new user in a partner
To give a new person access, create their account directly in the partner.
- Go to Settings > Users and licenses.
- Click New user.
- Under Organizations and teams, click Select.
- Click Partner organizations.
- Click the partner’s name.
- Select a team, or select No team.
- Click Done.
- Fill in the remaining required fields. For details, see How to manage Users and Licenses (Administrators Only).
- Click Save.
The user appears in Users and licenses, with the partner in the Organization column.
Tip: To put the user in more than one partner, select a team or No team under each partner before you click Done.
Removing a user from a partner
Removing a user takes away their access to the partner’s projects. When you remove a user, Aurora:
- Removes them from all teams in the partner.
- Moves the projects assigned to them in the partner to your tenant. The projects stay assigned to them.
- Leaves them in any other partners they belong to.
- In the left navigation, click Partners.
- Click the partner’s name.
- In Users and teams, click Edit.
- Click the X at the end of the user’s row.
- Click Save.
- Select I understand that once users are removed from a partner, they can only be re-added manually from the tenant.
- Click Remove users.
Aurora shows “Success: Updates to [partner name] saved!”, and the user no longer appears on the partner’s Users tab.
FAQ
Why doesn’t a user appear when I try to add them to a partner?
Users on a tenant team don’t appear in Select users until you remove them from that team. To add everyone on the team at once, use Teams from your tenant instead.
How do I make a partner user an Admin?
The Admin role is only for tenant users. Remove the user from every partner they belong to. Then, in Settings > Users and licenses, click their name, click Edit, and change Role to Admin.
What happens to a user’s projects if I deactivate them?
They stay assigned to the deactivated user and stay in their partner until someone assigns them to another user.