Partner settings is where you manage your organization's profile and authentication options, including Microsoft sign-in for your team.
Overview
Changes here apply to your entire partner organization. The Organization tab holds profile information and branding, the Authentication tab controls how team members sign in.
What it does
Microsoft sign-in lets team members use their Microsoft account (Azure AD or Microsoft Entra ID) instead of a password. Enabling it at the organization level grants all team members access. Leaving it off lets you grant individuals access via the per-user setting on their team member record.
Microsoft sign-up goes further: when enabled, new users whose email domain matches one of your configured domains create an account automatically just by signing in with Microsoft. Add at least one email domain before it works.
The Customer onboarding tab holds your customer signup link. It is generated for you, read-only, and only present when self-onboarding is switched on for the platform. Beside it, choose which of your own plans a customer starts a free trial on when they sign up through that link — only your active, free-trial-enabled plans can be chosen. If you have none, the tab warns you plainly, because the link cannot work without one.
See also
- Team - per-user Microsoft sign-in is set on the team member record.
- Customer onboarding - what the signup link does and what your customer goes through.