Within partner organizations, administrative positions might be assigned in the manner that is described in this article. It is important to assign particular partner administrator positions in order to specify responsibilities regarding the management of various client organizations and the partner organization.
Overview
When you are managing Webex organizations for your clients, you will have access to the partner management roles that are accessible. After logging into https://admin.webex.com, you will be presented with a list of the customer organizations that you service. This indicates that you have a customer management role inside a partner organization and that you are currently logged in to Partner Hub.
If, after signing in to https://admin.webex.com, you do not see a list of clients, this indicates that the Webex account you are using does not have a partner role. You have successfully logged in to Control Hub in your capacity as an administrator for your very own Webex organization. This article is more pertinent to your needs if you are interested in learning about the many administrator positions that are available in Control Hub.
Customer management roles
Users in the partner organization may be given one or more of the following customer management roles to fulfill. These roles grant the partner permission to manage settings in the Partner Hub or Control Hub for any customer organizations that they are responsible for managing.
- Partner full administrator—possesses the ability to manage settings for each and every consumer that the partner oversees. You also have the ability to delegate administrative responsibilities to users who are already part of your company and designate particular clients to be managed by partner administrators.
- Partner administrator—Can manage settings for customers who were supplied by the administrator or who have been given to the user as a responsibility.
- Partner read-only administrator—may access the settings for each and every customer that the partner is responsible for managing. Does not have access to change any content.
- Help desk administrator (Basic)— Can access the Help Desk view (located on the Troubleshooting page of the Partner Hub). Can conduct searches of all clients who fall under the partner’s umbrella across all organizations for the purpose of diagnosing and providing support. This position offers customer organizations that fall under the partner with temporary read access to the system.
- Help desk administrator (Advanced)—This job covers everything that the Basic role provides, but in addition, the administrator is granted the ability to request full administrator access from a customer administrator in order to resolve any issues.
The table that follows illustrates the access privileges that the aforementioned administrators possess in order to manage settings in Partner Hub and Control Hub on behalf of customer organizations managed by the partner.
| Partner full admin | Partner admin | Partner read-only admin | Help 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 list | See all | See partial (assigned customers) | See all | See all | See all |
| Assign customer admin roles | ✔ | ✔ | |||
| User management | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Device management | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Company policy and templates | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Analytics and reports | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Troubleshooting | ✔ | ✔ | Read-only | ✔ | ✔ |
| Licenses and upgrades | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Organization settings | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| App integrations | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Webex site management | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Admin actions audit log | ✔ | ✔ | Read-only | Read-only | Temporary when approved |
| Access to user-generated content | ✔ | ✔ | |||
| Legal hold | |||||
| Access to join in-progress meetings | ✔ | ||||
| Retrieve logs | ✔ | ✔ | |||
As soon as a partner administrator or partner full administrator launches into a customer’s Control Hub, they are automatically given the provisioning administrator position. Webex orders can be provisioned by Provisioning Admins, who also have a limited view of the Control Hub for the customer. Through the use of the capabilities of external admins, the customer full admin has the ability to at any time promote the partner admin from the provisioning admin role to the full admin role.
Assign customer management roles
You have the ability to give the roles of partner full administrator and partner administrator to any user in your organization if you hold the partner full administrator privilege.
1. Navigate to log in to the Partner Hub.
2. Navigate to the Administrators section, and then select the New Administrators button.
3. Click the Validate button after entering the user’s email address that you wish to add as a partner administrator, and then go to step 4.
4. After you have selected the necessary roles, click the OK button.
Assign customers to a partner administrator
Only those customer organizations that you have designated for a partner administrator’s management can be accessed by that partner administrator.
1. From the partnern view navigate to the Administrators section, and then select an administrator.
2. In the section labeled “Managing Customer Organizations,” provide the organization ID or name of the customer whose organization you want the partner administrator to be able to manage.
3. Click Add.