Managing Partners

Site administrators can create and change Partners for your site.

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.

Removing Partners

When a Partner is deleted, all associated Partner Users are also deleted, ensuring clean removal and preventing orphaned accounts.