Skip to main content
Connect a client

Step 2: Your client approves the request

Send your client the Partner Center approval link. Their Global Administrator approves the roles with one click.

Written By The Lemhi Product Team

Last updated 10 days ago

This is for the MSP admin waiting on a client, and for the client's Global Administrator who has to approve. When it's done, the relationship exists and you can assign your security group to it.

What to send the client

Send the email Partner Center showed you when you finalized the request. It contains a personalized approval link. You can change the wording of the email; don't change the link.

What the client does

Your client's Global Administrator:

  1. Opens the link from the email.

  2. Signs in as a Global Administrator of their Microsoft 365 tenant.

  3. Reviews the roles on the Approve partner roles page.

  4. Selects Approve all.

You both get a confirmation email. The client can view or end the relationship at any time under Settings > Partner relationships in their Microsoft 365 admin center.

The request expires after 90 days if the client doesn't act on it.

Next

Step 3: Assign your security group to the relationship

Was this helpful?

Still need help? Ask the team