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Offer delegated administration

 

Topic Last Modified: 2013-02-13

When you administer a company account on behalf of a customer, you are providing delegated administration. As a delegated administrator, you can perform tasks such as adding users, resetting passwords, and adding domains.

Before you can start administering a customer's account, they must authorize you as a delegated administrator. To obtain their approval, you first send them an offer for delegated administration. You can also offer delegated administration to your customer at a later time.

Learn about delegated administration in trial invitations and purchase offers

When you create trial invitations and purchases offers, you have the option to include a delegated administration offer. This can help build a strong relationship with your customer from the beginning.

For more information about creating a trial invitation or a purchase offer, see Create trial invitations and purchase offers.

Send a delegated administration offer

  1. In the header, click Partner.

  2. On the Partner Overview page, click Send delegated administration offers.

  3. On the Offer delegated administration page, copy the information and offer URL for the delegated administration, and then paste it into an email, a document, or a web page.

  4. Send the offer to your customer.

    This offer isn’t customer-specific; you can reuse this offer for multiple customers.

When your customer receives your offer, the email message contains a link that they can follow to authorize you as a delegated administrator. If your customer authorizes you as a delegated administrator, you can then access your customer’s account and administer their services.

Assign permissions for delegated administration

As a partner, you have your own company account with Office 365, which includes your company’s user accounts. You can give a user within your own company permissions to act as a delegated administrator on behalf of your customers.

  1. To change permissions, go the Users page, choose the user you want to change, and then click Edit.
  2. On the Assign licenses page, click Settings.
  3. On the Settings tab, under Assign administrative access to companies you support, click Yes to allow the user to create trial invitations and purchase offers on the Partner overview page.
  4. Choose the appropriate role, and then click Save:
    • Full administration: This role has the same privileges as the global admin role for the companies you support.
    • Limited administration: This role has the same privileges as the password admin role for the companies you support.

 

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