Manage a Partner Account

A partner account gives you a centralized view of your own account and all associated customer accounts. From a single login, you can review license summaries and user details across accounts, and manage customer users directly.

A partner account serves two purposes:

• Training and Demo Environment: A dedicated space to demo and test insightsoftware products without affecting customer environments.
• Customer Account Management: Access and manage customer accounts you support from Administration > Accounts.

View Partner Account Details

To review your own partner account details, go to Administration > Accounts. The My Account section at the top of the page displays a summary of your partner account, including the user count, licensed products, and expiration period.

Select License summary to view the license details for your account, including the license type and usage per product and contract expirations dates.

To manage users on your own partner account, you must have the Account Manager role. For more information, see Manage Users and Licenses.

Manage Customer Accounts

To manage customer accounts, you must be a partner user on your own partner account. You do not need an invitation or the Account Manager role on either account.

Note: By default, partners have automatic access to customer accounts. If a customer prefers the invite-guest model, they must submit a support ticket to insightsoftware.

1. In the side navigation bar, go to Administration > Accounts. The Accounts page appears.
2. For each customer account, you can view:
   • Account name
   • Total number of users
   • Licensed products
   • Account status: Active or Suspended
   • Next license renewal date

   You can filter customer accounts by solution and account status.

3. To view license details for a specific account, select License Summary under the Actions menu. You can review the license type and usage per product alongside the contract expiration dates.
4. To export an account's details, select Export under the Actions menu.
5. To suspend an account, select Suspend under the Actions menu.

Manage Customer Users

You can manage users in a customer account from the Accounts list with or without the Account Manager role.

1. On the Accounts page, select the User icon under Actions in the required customer account row.
2. From the Manage Users page, you can:
   • Create users and assign or unassign licenses
   • Remove, deactivate, or reactivate users
   • Edit user information

   For more information, see Manage Users and Licenses.

Switch Between Accounts

By default, you manage customer accounts from your partner account. Switching to a customer account lets you work directly inside that account. This is useful when you need access beyond user management, such as accessing the products the customer has licensed.

To switch to a customer account, the customer must first invite you as a guest. Once invited, you can switch into their account and work as if you were a user on that account.

To switch to a customer account:

1. Select your profile icon at the top-right corner, then select Switch Account.
2. In the Switch Account pop-up, select the account you want to switch to.
3. Sign in with your credentials when prompted.

Note: The Accounts option is not available in the menu while you are inside a customer account. To return to your partner account, select your profile icon and switch account.

For more information on guest invitations, see Manage Guests.