> For the complete documentation index, see [llms.txt](https://docs.guardware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.guardware.com/documentation/partner-portal/partner-portal-detailed-guides/operations-guide-super-admin.md). # Operations Guide- Super Admin This guide covers the operation of the GuardWare Partner Portal as a Super Admin. Super Admins are internal GuardWare users with the highest level of access, responsible for provisioning and managing partner accounts, users, and platform-wide configurations. ## Access the Portal The Partner Portal supports two sign-in methods: email credentials provided by GuardWare or an existing Microsoft 365 account. Two-factor authentication (2FA) applies to email-based sign-in only.

1. Navigate to your portal URL and sign in either with your GuardWare-provided credentials or your Microsoft 365 account. 2. If signing in with email credentials for the first time, set up two-factor authentication (2FA) using an authenticator app. This step is mandatory and cannot be skipped. 3. Accept the EULA to proceed. This appears once and must be accepted to continue. #### Recover 2FA If you lose access to your authenticator app, your OTP configuration can be reset in two ways: 1. On the OTP entry page, select Reset OTP. 2. The OTP configuration will be sent to your registered email address. 3. Follow the instructions in the email to reconfigure your authenticator app. 4. Alternatively, another user can reset OTP on your behalf by logging into the Management Console, navigating to the relevant organisation, going to **Organisations** > **Users**, and clicking on your entry. ## ADMINS The Admins section provides an overview of all Super Admin accounts and allows existing Super Admins to add new ones. ### Add an Admin User 1. Navigate to **ADMINS** and click **+Add Admin User**. 2. Enter the user's name, email, and phone number. 3. Click **Create Admin**. The new Super Admin will receive their login credentials via email. On first login, they will be prompted to set a new password and configure 2FA using an authenticator app. If signing in with a Microsoft 365 account, 2FA setup is not required. ### Update Details 1. Navigate to **ADMINS** and click **Actions** on the desired entry. 2. Click **Update Details**, make the required changes and click **Save**. ### Reset Password 1. Navigate to **ADMINS** and click **Actions** on the desired entry. 2. Click **Reset Password**, enter the new password and click **Reset**. The new password must be communicated to the user manually through secure channels, as sending passwords over common channels exposes them to interception. ### Delete User 1. Navigate to **ADMINS** and click **Actions** on the desired entry. 2. Click **Delete User** to permanently remove the account. A Super Admin cannot delete their own account. ## PARTNERS The Partners section is where all partner accounts are provisioned and managed. A partner account may represent an MSP (Managed Service Provider) / MSSP (Managed Security Service Provider), SI (Systems Integrator), or Reseller operating under GuardWare. ### Add a Partner 1. Navigate to **PARTNERS** and click **+ Add Partner**.

{% stepper %} {% step %} #### Step 1: Partner Details Enter the partner's information.

1. **Partner Name:** Enter the partner’s registered or official business name. 2. **Partner Type:** Select the category that best defines the partner’s role. The partner type determines the licence duration available when assigning product licences to organisations. If multiple partner types are selected, the corresponding licence durations for each apply. To [**assign licences to an organisation**](broken://pages/1UpwBBrX2CliPhtu35Rv#step-3-select-products), log in as a Partner.

Partner Type	Description	Licence Duration
MSP/MSSP	Delivers ongoing IT management and support services to customer organisations.	Monthly
SI	Integrates GuardWare into a customer's existing technology environment.	Yearly
Reseller	Sells GuardWare products directly to end customers.	Yearly

3. **Country:** Select the country from the dropdown where the partner is legally registered or operates from. 4. **City:** Enter the city of the partner’s primary business location. 5. **Street Address:** Provide the full street address of the partner’s primary office. 6. **Website:** Enter the partner’s official website URL (if available). 7. **Phone Number:** Enter a valid contact number, including country code. 8. **Partner Logo:** Upload the partner's logo. (Recommended size is **200 x 200px** with a maximum file size of **2MB**. Supported formats are: `PNG`, `JPG`, `JPEG`, `SVG`, `WEBP`.) 9. Click **Next**. {% endstep %} {% step %} #### Step 2: Contact Details Enter the partner's contact details. Assign a primary contact as well.

1. **Name:** Enter the contact person’s full name. 2. **Email:** Enter a valid email address for communication and account-related notifications. 3. **Phone Number:** Enter a contact number, including country code. 4. **Designation:** Enter the contact person’s job title or role. 5. **Department:** Specify the department the contact belongs to (e.g., Sales, IT, Support). 6. **Is Primary Contact Person:** Designates the primary contact for the partner account. At least one primary contact is required, and only one primary contact can be set at a time. 7. **Is System Account:** Creates a portal account for the contact. Login credentials are sent automatically to the provided email address upon creation. 8. Click **+Add Contact** and click **Next**. {% endstep %} {% step %} #### Step 3: Select Products Partners can allocate these products and issue licences to their customer organisations.

1. Select the products to make available to the partner by clicking the checkboxes. 2. Click **Next**. {% endstep %} {% step %} #### Step 4: Review and Activate

1. Review the entered details and click **Add Partner**. 2. Click **Back** to edit details. {% endstep %} {% endstepper %}

Edit Partner Details

1. Navigate to **PARTNERS** and click **Manage Partner** on the desired partner. 2. Update details by clicking :

1. **Identification:** Partner name, type, contact, and address. 2. **Contacts:** Add, remove, or edit contacts and reassign the primary contact. 3. **Products:** Add or remove assigned products. To manage licence allocation, log in as a [**partner user and assign licences**](/documentation/partner-portal/partner-portal-detailed-guides/organisation.md#select-products) to the desired organisation(s).

Deactivate/Restore Partner

1. Navigate to **PARTNERS** and click **Actions** on the desired partner. 2. Click **Delete Partner** to suspend the partner account along with all associated users and organisations.

3. Click **Restore Partner** to restore the suspended partner account.

## PARTNER USERS Partner users use the Partner Portal to manage customer organisations, assign products, and handle day-to-day operations. All partner users across all partner accounts are visible in this section, regardless of their affiliated partner. A partner account must be assigned when creating a partner user. There are two partner-level user roles:

User Type	Description
Partner Admin	Partner Admins are created by GuardWare and have the highest level of access in the partner portal. They can create and manage Partner Admins as well as Partner Users.
Partner User	Partner Users can access the Partner Portal and manage organisations, users, and settings for the customers.

{% hint style="info" %} Organisation Users are not partner-level users. They are end customers who access the GuardWare Management Console for their assigned organisation and have no access to the Partner Portal. For managing organisation users, see [**Adding Organisation Users**](#adding-organisation-users). {% endhint %} ### Add a Partner User Partner users are the individuals who will use the Partner Portal to manage customer organisations, assign products, and handle day-to-day operations across managed organisations. 1. Navigate to **PARTNER USERS** and click **+Add Partner User**. 2. Select the **Partner** you want to add the user to from the dropdown. 3. Enter the user's name, email, phone number, and designation.

4. Select the partner role, **Partner Admin** or **Partner User,** and click **Create**. A login invitation will be sent to the provided email address.

{% hint style="warning" %} Only Partner Admins can create other Partner Admins. {% endhint %}

Edit a Partner User

1. Navigate to **PARTNER USERS** and click **Actions**. 2. Click **Update Details** on the desired user's entry.

3. Update the required details and click **Save**.

Resend Invitation

1. Navigate to **Partner Users** > **Actions.** 2. Click **Send Invitation** on the desired user's entry.

3. A new login invitation will be sent to the user's registered email address.

Disable or Restore a Partner User

1. Navigate to **PARTNER USERS** > **Actions** on the desired user's entry. 2. Click either **Disable** to suspend the account or **Restore** to reactivate it.

Reset User Password

1. Navigate to **Partner Users** > **Actions**. 2. Click **Reset Password** on the desired user's entry.

3. Enter the new password and click **Reset**. The user can now log in using the new password. {% hint style="info" %} Communicate the new password to the user manually through secure channels, as sending passwords over common channels (email, unencrypted messages) exposes it. {% endhint %}

## ORGANISATION Organisations represent individual customer environments managed under partner accounts. Each organisation maps to a single end customer and has its own users, products, and licences. ### Transfer an Organisation Partner Admins can transfer organisations between partner accounts. This may be required when a customer is moving from one partner to another. The original partner loses access to the organisation immediately upon transfer.

1. Navigate to **ORGANISATION**. 2. Select the organisations you wish to transfer by clicking the checkboxes. 3. Click **Transfer Organisation**. 4. Select the destination partner from the dropdown and type 'Confirm'. 5. Click **Submit** to complete the transfer. {% hint style="info" %} Organisation details can be viewed at any time by navigating to **Actions** > **View Organisation** on the desired entry. For creating and managing organisations, refer to [**adding an organisation**](/documentation/partner-portal/partner-portal-detailed-guides/organisation.md#adding-an-organisation). {% endhint %} ## DATA TYPES Data Types define what sensitive data GuardWare scans for within an organisation's environment. Data Type Templates group data types into a reusable set, defined once and applied to organisations instead of assigning data types individually each time. * **Data Types:** add or manage the individual detection rules GuardWare scans against. * **Data Type Templates:** bundle data types together so they can be reused across organisations. For more details, see the [**Data Types**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#data-type), and [**Data Type Template**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#data-type-template) guides. ## INSIGHT INSIGHT templates define the policies and configurations applied to devices within an organisation. * **Advanced Settings:** the core monitoring setup, covering detection methods, app/URL/file exclusions, and device-server communication. * **User Policies:** control what user activity gets monitored and what actions get restricted. * **Working Days & Hours:** set the organisation's working hours so activity tracking reflects actual work time. For more details, see the [**Advanced Settings**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#advanced-setting), [**User Policies**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#user-policy), and [**Working Days & Hours**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#working-days-and-hours) guides. ## PROTECT PROTECT templates define the protection policies applied to an organisation. * **User Policies:** control what's available to end users in the PROTECT Agent. * **Application:** decide which applications are trusted to open, edit, and save protected files. * **Avoid Folders:** exclude specific directories from encryption, with the option to still protect selected subfolders. For more details, see the [**User Policies**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#user-policy-template), [**Application**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#application), and [**Avoid Folders**](/documentation/partner-portal/partner-portal-detailed-guides/templates.md#avoid-folders) guides. ## BILLING The Billing section covers subscription activity across partners and organisations. * Alert History: look back at billing alerts already sent * Upcoming Alerts: see what's coming up for renewal or expiry For more details, see the [**Billing guide**](/documentation/partner-portal/partner-portal-detailed-guides/dashboard-billing-and-licensing.md#billing). ## LICENCE STATUS The Licence Status section tracks licence allocation across INSIGHT, DISCOVER, and PROTECT for every partner and organisation, searchable and filterable by partner, organisation, or expiry date. For more details, see the [**Licence Status guide**](/documentation/partner-portal/partner-portal-detailed-guides/dashboard-billing-and-licensing.md#licence-status). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.guardware.com/documentation/partner-portal/partner-portal-detailed-guides/operations-guide-super-admin.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.