In this article
Overview
Customer management roles
Assign customer management roles
Assign customers to a partner administrator
Assign an external administrator to a customer
Assign an external administrator to a customer group
View administrator access in a customer's organization
Manage an existing external administrator access
Approve or deny partner administrator role change requests
Assign administrator and external administrator roles in Partner Hub
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Partner full administrators can assign roles in Partner Hub to manage the partner organization, customer organizations, and external administrator access for customers or customer groups.

Overview

Partner management roles are only available to you when you're managing Webex organizations for your customers. When you sign in to Partner Hub, you see a list of your customer organizations and you have a customer management role in a partner organization.

If you don't see a list of customers when you sign in to Partner Hub, then your Webex account doesn't have a partner role. You're signed in to Control Hub as an administrator in your own Webex organization. If you're looking for information about administrator roles in Control Hub, then this article is more relevant to you.

Customer management roles

The following customer management roles can be assigned to users in the partner organization. These roles provide access to manage settings in Partner Hub or Control Hub for customer organizations that the partner manages.

  • Partner full administrator—Can manage settings for all customers that the partner manages. Can also assign admin roles to existing users in the organization and assign specific customers to be managed by partner admins.
  • Partner administrator—Can manage settings for customers that the administrator provisioned or who have been assigned to the user.
  • Partner read-only administrator—Can view settings for all customers that the partner manages. Does not have edit access.
  • Help desk administrator (Basic)— Can access Help Desk view (from Partner Hub’s Troubleshooting page). Can conduct cross-organization searches of all customers under the partner for troubleshooting and support. This role provides temporary read access to customer organizations under the partner.
  • Help desk administrator (Advanced)—This role provides everything that the above Basic role provides, but also lets the administrator request full administrator access from a customer administrator in order to fix problems.

The following table displays access privileges that the above administrators have to manage settings in Partner Hub and Control Hub on behalf of customer organizations that the partner manages.

Partner full adminPartner adminPartner read-only adminHelp desk admin (Basic)Help desk admin (Advanced)
Partner Hub settings
Assign admin roles
Partner analytics and reporting
Branding
Company policy and templates
Create customers
Begin and manage Webex trials
Customer organization settings
Customer listSee allSee partial (assigned customers)See partial (assigned customers)See allSee all
Assign customer admin roles
User managementRead-onlyRead-onlyTemporary when approved
Device managementRead-onlyRead-onlyTemporary when approved
Company policy and templatesRead-onlyRead-onlyTemporary when approved
Analytics and reportsRead-onlyRead-onlyTemporary when approved
TroubleshootingRead-only
Licenses and upgradesRead-onlyRead-onlyTemporary when approved
Organization settingsRead-onlyRead-onlyTemporary when approved
App integrationsRead-onlyRead-onlyTemporary when approved
Webex site managementRead-onlyRead-onlyTemporary when approved
Admin actions audit logRead-onlyRead-onlyTemporary when approved
Access to user-generated content
Legal hold
Access to join in-progress meetings
Retrieve logs

The provisioning administrator role is implicitly granted to a partner admin or partner full admin as they launch into a customer’s Control Hub. Provisioning admins can provision Webex orders and have a limited view of the customer’s Control Hub. The customer full admin can always promote the partner admin from provisioning admin to full admin through external admins functionality.

Assign customer management roles

As a partner full administrator, you can assign any user in your organization the role of partner full administrator, partner administrator, or partner read-only administrator.

Assigning more than one role to a user may lead to unexpected behavior.

1

Sign in to Partner Hub.

2

Go to Administrators, and click New Administrators.

3

Enter the email of the user that you want to add as a partner administrator, and click Validate.

4

Select the appropriate role and click OK.

Assign customers to a partner administrator

Partner administrators can only access customer organizations that you assigned them to manage.

1

Sign in to Partner Hub.

2

Go to Administrators and select an administrator.

3

Under Managing Customer Organizations, enter the customer's organization name or organization ID that you want the partner administrator to manage.

4

Click Add.

Assign an external administrator to a customer

You can assign external administrator roles to any user with an existing Webex account.

1

Sign in to Partner Hub and go to Customers.

2

Select the customer that the external administrator needs to manage.

3

Select the Administrators tab.

4

Enter the email address of the user that you want to add as an external administrator.

5

Click Add.

The user appears as an external administrator in the customer's Control Hub. The user can manage only the areas allowed by the selected role.

Assign an external administrator to a customer group

You can assign an external administrator to manage a customer group with an admin role that applies to the customers in that group.

1

Sign in to Partner Hub and go to Groups.

2

Select the customer group that the external administrator needs to manage.

3

Select the Administrators tab.

4

Enter the email address of the user that you want to add as an external administrator.

5

Choose an admin role for the user.

6

Click Add.

The user appears as an external administrator in the customer's Control Hub. The user can manage only the areas allowed by the selected role.

View administrator access in a customer's organization

You can view which users have access in a customer's organization. Users that are added as external administrators directly and through a group will have their names appear twice for each role.

1

Sign in to Partner Hub.

2

Go to Customers.

3

Select a customer and launch into their organization.

4

Go to Users.

5

Select External administrators or Partner administrators.

Manage an existing external administrator access

You can change or remove an external administrator's role at any time.

1

Sign in to Partner Hub.

2

Select the customer or customer group.

3

Select the Administrators tab.

4

Find the external administrator.

5

To remove access, click on the trash can icon.

The external administrator's access is updated or removed. Customers receive the applicable alert, and the customer organization audit log records the change.

Approve or deny partner administrator role change requests

In Approvals, you can see which customer organization requested to change the role of a partner administrator from a full admin to provisioning admin or from a provisioning admin to a full admin.

The table shows the customer's email address, type of request, date of the request, and the status of the request. You or a consenting partner can approve or deny requests.

1

Sign in to Partner Hub.

2

Go to Approvals.

3

Select a request.

4

Select Approve or Reject.

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