Partner accounts

Use Partner accounts to manage user access to accounts owned by another organisation.

These accounts are shared with your organisation through a service.

Services are configured at the entity level. You can only assign partner account access to users in the same entity. For more information, see Organisations and entities and Account access.

Assigning or removing a user applies to the selected partner accounts within that service.

The platform automatically updates or removes access when the service configuration changes.

View partner accounts

Go to Administration > Account Access > Partner Accounts.

The table shows all services available to your organisation.

Each service includes:

The partner organisation (account owner)
The number of associated accounts

To view service details:

Select a service.
The service details appear, showing:
- Accounts included in the service
- Users assigned to those accounts

Assign users to partner accounts

Select a service.
In the Select Accounts section, select one or more accounts.
Select Grant access (bottom right) to view the user list.
📘
You can search for users by name or email address.
Select one or more users.
Select Grant access.
Confirm your selection.
Users are assigned to the selected partner accounts. A confirmation banner appears when the access is granted.

The user list:

Shows users with no or partial assignment to the selected accounts
Displays a Current access column showing how many of the selected accounts each user can already access
Excludes users already assigned to all selected accounts

Remove users from partner accounts

Select a service.
Select one or more accounts.
Select Remove user (bottom right) to view the user list.
📘
You can search for users by name or email address.
Select one or more users.
Select Revoke access.
Confirm your selection.
Users are removed from the selected partner accounts. A confirmation banner appears when the access is updated.

The user list:

Shows users with full or partial assignment to the selected accounts
Displays a Current access column showing how many of the selected accounts each user can already access
Excludes users with no assignment to the selected accounts