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 must provide a Name and the Root Folder. Partner Users cannot access any paths outside the Root Folder. Users see their Partner's Root Folder as the top level of your entire site, no matter how they connect.

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

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

The Notes provide a helpful way to record important information about the Partner, such as deadlines or compliance requirements, contact info for key people in the Partner's organization, or relevant reminders about workflows.

Partner Names Must Be Unique

All Partners in your site must have unique Names. This helps to eliminate confusion as you use the Partner, and it allows for name-based lookup when performing a bulk CSV import of partner users.

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, ensuring clean removal and preventing orphaned accounts.