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Admin Portal

Team and roles

Invite your colleagues and decide what each of them can do.

Open Partner settings › Workspace › Members and roles. You need the Partner administrator role.

Invite a member

  1. Choose Invite member.
  2. Enter their email, optionally a name, and tick one or more roles (see roles).
  3. Send. They receive an email with a link and sign in with the Microsoft work account of that address to join. Invitations expire; Resend or Withdraw them on the Invitations tab.

Change roles

Edit roles on a member. Partner administrator includes every other role, and granting it asks for confirmation. Changes take effect on the member's next request: nobody needs to sign in again. At least one role must stay ticked; to take all access away, disable or remove the member.

Safeguards

  • You cannot change your own roles, disable or remove yourself.
  • The workspace always keeps at least one active partner administrator.
  • A removed member's past actions stay in the audit log.

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