Forum Discussion
Missing Cusotmer in Partner Portal
Dear All, Hope fine and doign well. This is my First Post in our Microsoft Community , * We are a Microsoft Partner and based on our marketing we got a client and kicked off the work . *...
In screenshot I see system complaining you are not authorized for what you are trying to do. Find a user with the right permissions to send out appropriate message inviting the customer to connect with you as CSP Partner (needs the sales agent role, see
https://learn.microsoft.com/en-us/partner-center/permissions-overview#manage-csp-commercial-transactions-in-partner-center-microsoft-entra-id-and-csp-roles
and then you can invite the customer following steps found at:
https://learn.microsoft.com/en-us/partner-center/request-a-relationship-with-a-customer
Good luck!