The operational problem
Service providers need a portfolio view while customer owners retain control over their data and access.
What you can monitor
Manage approved distributor/reseller relationships, customer assignments, branding and separately granted operational views.
What is included
- Approved customer and partner relationship management.
- Portfolio views constrained by customer-granted operational permissions.
- Permitted partner branding and separately authorized customer reports.
Plan limits and optional services are shown on the pricing page.
Coverage and requirements
A partner assignment does not grant tenant membership, customer reports or privileged infrastructure access. Custom domains and fulfillment remain explicitly scoped.
A practical workflow
- Establish the approved partner relationship and scope.
- Assign customers under the authorized commercial hierarchy.
- Have customer owners grant the required summary or report permissions.
- Review the permitted portfolio and revoke access when the engagement ends.
How to set it up
- Establish the approved distributor or reseller relationship and assign the intended customers.
- Have each customer owner grant the operational summary or report access required for the service.
- Verify the portfolio using the partner account and review how access will be revoked when the engagement ends.
Partner portfolio: customer review
Illustrative review of customers that have granted the required access.
- Portfolio summary
- Inspect only the customer summaries your account is permitted to see.
- Customer report
- Open a report only where a separate report grant exists.
- Access boundary
- Treat an unavailable customer view as an access boundary, not a monitoring outage.
AOT-authored example of how to read the product. It contains no customer measurements or promised outcomes.
Reports for the decision
Approved partner branding can appear on authorized reports. Report grants are independent of portfolio summary access.
Explore report workflows →