Partners: Build your business and administer your Office 365 partner account

As an authorized Microsoft Cloud Partner, Office 365 offers you an opportunity to grow your client base and create lasting relationships with your clients. With Office 365, they can use cloud-based services—they don’t have to manage data backups, server hardware, and server updates. They’re willing to pay a monthly or annual fee for the peace of mind that these and other services provide. Use the features on the Partner admin center to send your clients trial invitations and purchase offers, and to offer them delegated administration services, depending on the services you are authorized to provide. You can also use product keys to set up your client’s Office 365 account.

When you sign in to Office 365, click Partner to go to the Partner admin center. You’ll see different links on the Client management or Partner overview page, depending on the types of services you’re authorized to provide.

What do you want to do?


Verify your company information

Before you communicate with your clients for the first time, make sure that your company information is correct. Your clients can see your company information, such as phone number and email address, in a variety of locations in Office 365.

Your company name appears as a link in the upper right-corner of the Client management or Partner overview page. Click this link to view your company information. If you are a global admin, you can edit this information. For more information, see Change your organization's address and other profile information.

Administer your company account

As a partner, you have your own Office 365 company account, which includes user accounts. To manage settings for your company’s users and admins, go to Admin, Office 365, and then click Users and groups.

For more information about managing your users, see Create or edit users.

When you create a new user or edit an existing user, set the admin permissions for the user.

 Note   .Make sure that a client isn’t selected in the Client Management list view.

  1. Go to Admin > Office 365> Users and groups.
  2. On the Active users page, click Add Add. Or, click the name of the user you want to edit, and then click Edit Edit.
  3. On the Settings tab, these additional options are available for partners:
  • Assign administrative access to your company: Click Yes to give the user access to the Admin page. Choose a role from the list to give the user admin privileges for your company.
  • Assign administrative access to companies you support: Click Yes to allow the user to create trial invitations and purchase offers on the Partner overview page. Choose the appropriate access from the list:
    • Full administration: This role has the same privileges as the global admin role for the companies you support.
    • Limited administration: This role has the same privileges as the password admin role for the companies you support.

For more information about admin roles and permissions, see Assigning admin roles.

You might also need to manage domains and configure service settings. For more information about setting up and administering your Office 365 accounts, see Set up Office 365.

Manage clients

 Note    This feature is available only to partners who are authorized to offer delegated administration and to authorized service providers.

You can help your customers by administering their accounts, creating and submitting service requests, and resetting passwords. If you manage fewer than 100 clients, you will use the new Client management feature. For more information, see Managing clients in the Partner admin center.

If you manage 100 or more clients, see Find and assist customers.

Create and send trial invitations

 Note    This feature is available only to partners who are authorized subscription advisors.

You can create and send invitations to send to your customers so they can try out Office 365. An invitation can contain a single trial subscription.

If you are certified to offer delegated administration, you can add an option to the trial invitation that allows you to administer the account on behalf of your customer. This makes it easier for your customer to try out Office 365.

When you create a trial invitation, a custom URL is created for you. The URL has an embedded code that identifies you as the subscription advisor. You can use this URL for one customer or for multiple customers. You can send the URL to your customer in an email or post it on your website.

For more information about trial invitations, see Create a trial invitation.

Create and send purchase offers

 Note    This feature is available only to Microsoft Cloud Partners who are authorized subscription advisors.

After you send a trial invitation to your customers, follow up with a purchase offer. You can customize an offer so it includes the specific services your customer needs, as well as the correct number of user licenses. If you are certified to offer delegated administration, you can add an option to the purchase offer that allows you to administer the account on behalf of your customer.

When you create the purchase offer, a custom URL is created for you. The URL has an embedded code that identifies you as the subscription advisor. You can use this URL for one customer or many customers. Send the URL to your customer in an email or post it on your website.

If your customer wants a different number of licenses, send them a new offer or they can change the number of licenses when they purchase the subscription.

For more information about purchase offers, see Create a purchase offer.

Offer delegated administration

 Note    This feature is available only to Microsoft Cloud Partners who are certified to offer delegated administration.

If you have clients who already subscribe to Office 365, you can give them a deeper level of support by offering delegated administration. As a delegated administrator, you perform most of the administration tasks for your client’s account.

When you send out a trial invitation or a purchase offer, you can offer delegated administration to your clients. You can also send an offer for delegated administration after your client has purchased a subscription.

To administer services on behalf of your client, the client must authorize you as a delegated administrator by accepting your offer. For more information, see Offer delegated administration.

Use a product key to set up a client account

 Note    This feature is available only to Microsoft Cloud Partners who are authorized subscription advisors.

You can provide Office 365 subscriptions to your client by purchasing Office 365 product keys, and then setting up the Office 365 account for your client. You can also offer delegated administration to your client at the same time. If you are listed as the partner of record (POR) for your client, you can receive additional benefits, such as receiving notifications about changes to your client’s account. You must be a subscription advisor partner to be listed as the POR for your client.

For more information about using product keys to set a client account, see Use a product key to set up a customer account.

For more information about becoming a subscription advisor partner, see Microsoft Cloud Essentials program.

 
 
Applies to:
Office 365 Enterprise, Office 365 Enterprise admin