Partner accounts

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

These accounts are shared with your organisation through a Service relationship.

Service relationships are configured at the entity level. Only users in the same entity can be assigned access to partner accounts. For more information, see Platform structure.

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

The platform automatically updates or removes access when the Service configuration changes. For more information, see Account access.

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.
Select one or more accounts.
Select Add user (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 selected accounts each user is assigned to
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 selected accounts each user is assigned to
Excludes users with no assignment to the selected accounts