Partner Center: How to access Customer tab

Applies to: Partner

Summary


If you are unable to to access Customer tab from Microsoft Partner Center portal, you need to get permissions by the following steps.

Resolution


For Partner users to manage your Customers, the users should have either one of the user permissions such as Admin Agent, Sales Agent or Helpdesk Agent.

Please follow the steps below to assign required user permissions:

  • Step 1: Login into the Microsoft Partner Center portal using Global Admin user account.
  • Step 2: Click on the Setting button 
    button
    in the top right corner.
  • Step 3: Select User Management.
  • Step 4: Assign the user permissions to the users depending on how you want your users to manage your customers as shown in the screenshot below:

        

step 4

Step 4.1: If you want your users to have below roles shown in the table, to manage your Customers then assign Admin Agent permission to the user. Select the affected user from the available users list -> Search for Admin Agent permissions under “Assists your customers as” option -> Click on the Check box -> Submit.

step 4.1

Step 4.2: If you want your users to have below roles shown in the table, to manage your Customers then assign Sales Agent permission to the user. Select the affected user from the available users list -> Search for Sales Agent permissions under “Assists your customers as” option -> Click on the Check box -> Submit.

step 4.2

Step 4.3: If you want your users to have below roles shown in the table, to manage your Customers then assign Helpdesk Agent permission to the user. Select the affected user from the available users list -> Search for Helpdesk Agent permissions under “Assists your customers as” option -> Click on the Check box -> Submit.

step 4.3

 

2. Additional resources  

Refer the documentation below for more insights about User Permissions in Microsoft Partner Center portal: https://docs.microsoft.com/partner-center/permissions-overview

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