> 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/partner-portal/about/introduction-to-partner-portal.md).

# Introduction to Partner Portal

The GuardWare Partner Portal is a centralised web-based portal for Partners, be they MSPs, System Integrators (SIs), or Resellers, to onboard, configure, and manage GuardWare products for customer organisations from a single platform.

Partners have direct access to the tools they need to manage their entire customer base, including day-to-day administration and deployment monitoring.

### Architecture

The Partner Portal operates within a three-layer hierarchy. Access is strictly scoped at each layer. Instructions and configurations flow downward from GuardWare to partners and from partners to organisations. Partners cannot access other partners' data, and organisation users have no visibility into the partner layer or other organisations.

<table><thead><tr><th width="151">Layer</th><th width="140">Role</th><th>Scope</th></tr></thead><tbody><tr><td>GuardWare</td><td>Platform owner and super-admin</td><td>Provisions and manages all partner accounts. Controls global settings, product availability, and platform-wide templates. Has full visibility across all partners and organisations.</td></tr><tr><td>Partners</td><td>Operational managers for customer organisations</td><td>Creates and manages organisations under their account. Allocates licenses, configures policy templates, manages users, and monitors activity across their organisation portfolio.</td></tr><tr><td>Organisations (End Customers)</td><td>Individual customer environments</td><td>Each organisation maps to a single end customer. Users within an organisation access GuardWare products through their assigned Management Console only.</td></tr></tbody></table>

### User Roles

* **Super Admin:** Full platform access. Provisions and manages all partner accounts and users. Creates global templates. Can transfer organisations between partners. Can create and manage Partner Users and other Super Admins.
* **Partners:** Operational access. Creates and manages organisations and users under their account, assigns licenses and templates, configures SMTP, and connects Microsoft 365 services.
* **Organisation User:** Access to the Management Console for their assigned organisation only. Cannot access the Partner Portal.

### Feature Overview

* **Partner Management:** Add, edit, and deactivate partner accounts. Configure partner details, including company information, contact details, and assigned products. Manage partner status and account activation.
* **Organisation Management:** Create and manage customer organisations under a partner account. Configure organisation details, assign products and licences, and monitor account status. Each organisation maps to a single customer environment.
* **Direct Management Console Access:** Open the Management Console of any organisation under your control without a separate organisation login. This helps with setup, validation, and troubleshooting.
* **User Management:** Add, edit, and remove users within partner accounts and customer organisations. Control access to the Management Console by managing user accounts and their assigned roles. Users receive email invitations upon account creation.
* **Licence and Product Assignment:** Assign GuardWare products and allocate licence counts to organisations. Track licence usage across the partner's organisation portfolio. Licence availability is controlled at the partner level.
* **Policy and Template Management:** Create and manage compliance and security policy templates. Templates can include data type configurations and GuardWare PROTECT policies. Saved templates are reusable and can be assigned across multiple organisations.
* **Dashboard and Reporting:** Monitor licence allocation, agent status, Management Console usage, DISCOVER product activity, and alert report volumes across all managed organisations. Provides a real-time operational overview for the partner.
* **SMTP Configuration:** Configure SMTP credentials to enable system-generated email notifications. Required for user invitations, alert reports, and other automated communications sent from the portal.


---

# 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/partner-portal/about/introduction-to-partner-portal.md?ask=<question>&goal=<endgoal>
```

`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.