Partner Users are external user accounts that are associated with a Partner. These user accounts grant those external systems and people access to your site. Partner Users are included in the global list of users for your site, and they count as billable users.

Restrictions for Partner Users

Users can belong to only one Partner, and they receive only the permissions that have been granted to the Partner. Every user of a Partner has same folder permissions.

Partner Users cannot be added to a Group, and they cannot have any sitewide administrative permissions.

Partner Users can use API keys and SSH keys to authenticate. If the Partner settings allow it, Partner Admins can generate SSH Keys for their Partner Users. This supports secure, scoped automation without exposing broader system credentials.

Managing Partner Users

Site Administrators can manage all of the users for every Partner in your site.

Depending on the Partner's settings, Partner Admins may be able to configure users for their partner, or to reset passwords and configure SSH keys.

Creating Partner Users

When creating a new User, Site Administrators can choose a Partner for the user. Existing users can be assigned to a Partner by selecting the Partner in the user's settings.

When you assign a user to a Partner, you can also make that user a Partner Admin.

Updating Partner Users

Site Administrators can update all users in their site, including every Partner User. Unlike Partner Admins, Site Administrators have access to every setting for each User account.

If the Partner has been configured to allow it, Partner Admins can reset other Partner Users' password or manage Partner Users.

Removing Partner Users

User Lifecycle Rules can automatically disable and delete Partner User accounts. Partner Users can also be deleted like any other user. If you change a user's settings to remove them from a Partner, you can then add the user to groups, assign it folder permissions, or grant administrator access.

Deleting a Partner will delete all of its associated user accounts.

Partner Admins

Partner Admins are Partner Users who have been designated as admins for the Partner. This means they have the same restrictions as other partner users, but may also have some extra capabilities.

A Partner Admin user may be able to perform some user administration tasks, depending on the Partner Admin Settings for their Partner. This means a Partner Admin may be able to add or remove Partner Users, or to reset passwords and manage SSH Keys for their Partner Users. Partner Admins can only manage users within their own Partner.

Partner Admins can view some relevant user management settings that are configured for your site, such as 2FA requirements or User Lifecycle Rules. Partner Admins can not make any changes to your site's settings.

Partner Admins have the same folder permissions as other Partner Users for the Partner. Partner Users cannot be added to a Group, and they cannot have any administrative permissions.

Partner User Lifecycle

The Partner feature is designed to provide a secure system for delegating management of external users to your trusted partners.

Site Administrators can chose whether Partner Admins have self-service access to create and manage user accounts for their own Partner organization. Allowing Partner Admins to create users or reset authentication reduces friction when individuals join or leave the Partner's organization.

User Lifecycle Rules can manage Partner Users by targeting specific Partners by tag. This lets you define multiple sets of rules to match your compliance requirements as needed for different classes of Partner.

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