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.
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.
Reports for the decision
Approved partner branding can appear on authorized reports. Report grants are independent of portfolio summary access.
Explore report workflows →