Confirming Microsoft Account Permissions

Support Updated by Support


The Microsoft Account used to setup the CSP Portal requires:

  • Global Administrator rights
  • Admin Agent rights
  • 2 Factor Authentication enabled

In this article, we will confirm our selected account meets these requirements.

Global Administrator and Admin Agent

  1. Login to Partner Center as a global admin
  2. Click on the Settings icon in the top right corner of the screen followed by Partner Settings
  1. Under Account Settings, select User Management
  2. Select your chosen User Account

  1. From the Roles and Permissions heading, confirm the following fields are enabled:

Manage your organization's account as: Global Administrator

Assists your customers as: Admin Agent

2 Factor Authentication

Browse to and log in as your selected account.

If your account receives the following prompt, it does not have multi factor authentication enabled. Please seek Microsoft's processes and best practices for enabling MFA.

How did we do?

Create ConnectWise API Member

Create Autotask API User