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Partners documentation

Partner onboarding and roles

Set up partner membership and work within the correct partner boundary.

Partner onboarding and roles

Approved partners use the Partner Portal to manage authorised partner workflows. Partner users work only with their own partner relationship, customer organisations and partner-owned resources.

Role model

The standard partner roles are partner administrator and partner support. Individual operations can require further approval, entitlement or commercial conditions.

Onboarding checklist

Confirm the partner relationship, identify administrators and support leads, complete organisation information, agree customer onboarding responsibilities and establish the escalation path before serving customers.