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Partner settings

Partner settings is where you manage your organization's profile and authentication options, including Microsoft sign-in for your team.

Overview

Changes here apply to your entire partner organization. The Organization tab holds profile information and branding, the Authentication tab controls how team members sign in.

What it does

Microsoft sign-in lets team members use their Microsoft account (Azure AD or Microsoft Entra ID) instead of a password. Enabling it at the organization level grants all team members access. Leaving it off lets you grant individuals access via the per-user setting on their team member record.

Microsoft sign-up goes further: when enabled, new users whose email domain matches one of your configured domains create an account automatically just by signing in with Microsoft. Add at least one email domain before it works.

See also

  • Team - per-user Microsoft sign-in is set on the team member record.

Form fields

Fields available in the create and edit forms.

Organization

Name

Display name of your organization, shown in the portal header and lists.

Slug

URL-friendly identifier for your organization. Set by an administrator and cannot be changed here.

Contact email

Primary contact email address for your organization. May be used for system notifications.

Contact phone

Primary contact phone number for your organization.

Company domain

Domain name associated with your organization (for example, example.com).

Logo

Your organization logo displayed in the portal header. Supported formats: PNG, JPG, JPEG, SVG. Maximum file size: 10 MB.

Authentication

Microsoft sign-in

Enables Microsoft sign-in for all team members. When off, only team members with the per-user toggle enabled can use it.

Microsoft sign-up

Allows new users with a matching email domain to create an account by signing in with Microsoft. Requires at least one email domain and Microsoft sign-in to be enabled.

Email domains

Domains used to match new users during Microsoft sign-up (for example, example.com). Only required when Microsoft sign-up is enabled.

Updated