Manage members for a partnership organization
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You can add users to a partnership by adding them to the partner organization. After you add users, the partner organization is responsible for assigning them roles for particular resources in their organization.
The Partnership admin role is required to make create and manage partnerships. The Partnership viewer can view the Partnerships page. Learn more about access roles.
You can remove users from a partnership at any time. Removing a user from a partnership immediately revokes their access to any resources in partner organization.
Add members to a partnership
When you add members to a partnership, the Partnership admin of the partner organization must assign them roles for particular resources in their organization before they can access those resources.
After you add members to a partnership, the members display as members in the partner organization where the partner can assign them to resources.
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Select Administration > Identity and access.
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Select Partnerships.
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Select the Partnership received tab.
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Select the actions menu
next to the established partnership that you want to members and select Add members. -
Choose one or more members to add to to the partnership and select Add.
Remove members from a partnership
You can remove members from a partnership at any time. Removing a user from a partnership immediately revokes their access to any resources in partner organization.
If you want to adjust the role that a member has or the resources they can access, the Partnership admin of the partner organization must make those changes.
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Select Administration > Identity and access.
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Select Partnerships.
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Select the Partnership received tab.
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Select the actions menu
next to member that you want to remove and select Remove association. -
Confirm the action by selecting Remove in the dialog box.
View role information for a user
You can view the role that has been assigned to a user and the associated resources.
You cannot change the role associated with a user. If you have questions about the resources or the role provided, contact the administrator of the partner organization.
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Select Administration > Identity and access.
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Select Partnerships.
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Select the Partnership received tab.
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From the Members page, navigate to a member in the table, select
and then select View details. -
In the table, expand the respective row for organization, folder, or project where you want to view the member's assigned role and select the number in the Role column.