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Partner roles

Partner staff are people at the MSP, authenticated from the MSP’s own Entra tenant. Each is given a partner role that applies across the client base.

Role Grants
Owner Everything: the client lifecycle, partner billing, staff management and accepting the partner agreement
Admin The client lifecycle and full configuration inside a client, but not partner billing or staff management
Technician Signature work inside a client, and correcting what its staff entered about themselves. No client lifecycle, no client user management, no billing
Billing Partner billing and per-client usage reports only. No access inside a client at all

The client lifecycle means adding a client, inviting one, asking to take over an existing tenant, and releasing one. Owner and Admin both hold it.

Owner and Admin reach the same things inside a client. Where they differ is at partner level: only an Owner touches the partner subscription or the staff list, and only an Owner can accept the partner agreement. Accepting it commits the MSP commercially and under data protection law, which is not a signature a service desk shift should be able to give.

A Technician reaches templates, rules, banners, footers, link analytics and monitoring inside a client, but not that client’s own users and roles, not its settings, and not its cost management. Turning a client’s publish approval off is exactly the kind of change that control exists to prevent, and excluding a mailbox switches off a colleague’s signature, so both sit with the roles that also decide who has access.

A Technician can also see and correct what a client’s staff entered in their own profile fields. “She is on leave and her number is wrong” is a service desk call rather than an account decision, and it would be a strange programme that routed it to the partner Owner. Defining which fields a client asks for is settings work, so a Technician does not get that half: they arrive on the page able to fix a value and not to change the form.

No partner role reaches a managed client’s billing, because a managed client has no subscription of its own. The money is handled at partner level.

Cost management is the one deliberate exception, and the reason it is a separate permission from billing. A managed client’s seats are carried on your consolidated bill, so excluding its dormant mailboxes is your decision to take. Owner and Admin can do it without ever being shown that client’s card, invoices or subscription, none of which any partner role reaches.

The split follows the shape most MSP programmes use, which means it usually maps onto how an MSP is already organised: an owner or two, service desk technicians doing the day-to-day work, and somebody in finance who needs the numbers and nothing else.

A partner role is not a role inside a client’s tenant.

Partner staff never appear in a client’s user list. Their access comes from the partner link, and the capabilities they get inside a client are derived from their partner role rather than from anything the client granted.

The practical consequence: removing somebody at the MSP removes their access to every client at once, with nothing to clean up in each client’s tenant.

Staff can be scoped to a subset of clients rather than all of them, which is the usual arrangement for technicians on a large client base.

Scoping is set per person rather than per role. Somebody with no scope set reaches every client of the partner; somebody scoped reaches only the clients listed against them.

It applies to the three roles that reach clients at all, so an Owner, an Admin or a Technician can each be narrowed. The Billing role cannot, because it has no access inside any client to narrow. A scope list against a Billing user would read as though it granted something, so the console does not offer one and a scope sent for that role is discarded rather than stored.

Owners manage the staff list from Partner staff in the console. Adding somebody needs their email address and a role.

Being partner staff and being an administrator of the MSP’s own Sigil tenant are separate things, and most people at an MSP are both. An engineer administers your own signatures through the normal tenant views and your clients’ through the partner console.

Tophhie Cloud’s own support staff have a separate mechanism entirely: a read-only “view as tenant” session that expires on the server after 30 minutes.

Partner access is read-write and not time-boxed, because a partner is administering their clients rather than supporting them from outside. The two are distinct paths with distinct guards.