Managing Partners

Site Administrators and Workspace Administrators can create, configure, and remove Partners from your site. When you create a Partner, you provide a name and root folder, assign folder permissions, and configure the administrative capabilities available to Partner Admins. Partners can be created one at a time through the web interface or in bulk by uploading a CSV file.

Creating Partners

When you define a Partner, you provide a Name and a Root Folder. Partner Users cannot access any paths outside the Root Folder, and they see it as the top level of your site no matter how they connect.

Every Partner Name must be unique across your site. The Name is also the lookup key when you perform a bulk CSV import of Partner Users.

The Allow User Creation, Allow Credential Changes, Allow 2FA Bypass, and Allow Providing GPG Keys settings control what operations Partner Admins can perform.

A Responsible Party assigns an internal owner to the Partner relationship. A separate setting controls whether copies of notifications sent to the Partner's users are also routed to the Responsible Party.

Tags allow targeted User Lifecycle Rules that impact only users in matching Partners.

The Notes field records information about the Partner, such as deadlines, compliance requirements, contact information for key people in the Partner's organization, or reminders about workflows.

Bulk Creating Partners

You can create many Partners at once using a CSV file that contains the information for your new Partners. This is commonly used when migrating from a legacy system, but it is available at any time.

Removing Partners

When a Partner is deleted, all associated Partner Users are also deleted.