Assigning / Unassigning Partner User Roles

You can use the User Explorer to assign and unassign roles to users from any of your partners, either singly or in bulk.

Note

Note: You can assign roles to a maximum of 1000 accounts with these actions. To update more than 1000, repeat the action as required.

The list of available roles is managed in Partner Management > User Explorer under the Manage Roles button. For more information, see Partner User Roles.

To assign a role or roles to partner users:

1. Navigate to Partner Management > User Explorer.

2. Click the checkbox next to the partner user(s) from the list whose details you want to modify.

   Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.

3. Click Update User Roles > Assign.
4. In Assign Partner User Roles, choose the role or roles you want to assign to all the partners you selected, by checking the box next to each one. Note: the window doesn’t indicate which roles each user already has, as these may be different.
5. Click Apply. The selected roles are assigned to each of the users.

To unassign a role or roles from partner users:

1. Navigate to Partner Management > User Explorer.

2. Click the checkbox next to the partner user(s) from the list whose details you want to modify.

   Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.

3. Click Update User Roles > Unassign.
4. In Unassign Partner User Roles, choose the role or roles you want to unassign from all the partners you selected, by checking the box next to each one. Note: the window doesn’t indicate which roles each user already has, as these may be different.
5. Click Apply. The selected roles are removed from each user's profile.