Connect a client
The four steps from Partner Center to a connected client in Lemhi, plus your own tenant.
- Before you connect a client: Admin agent, security group, client contactFive things to have in place before you request a GDAP relationship, starting with the Admin agent setting, the most common blocker.
- Step 1: Request the GDAP relationship in Partner CenterCreate the GDAP request for a client with the six roles Lemhi needs, a 730-day duration, and auto extend on.
- Step 2: Your client approves the requestSend your client the Partner Center approval link. Their Global Administrator approves the roles with one click.
- Step 3: Assign your security group to the relationshipAn approved relationship grants nobody access until a security group is assigned to it. Assign your group and all six roles in Partner Center.
- Step 4: Import the client into Lemhi EngageFinish Partner Connect if it's your first client, then import the client from Microsoft 365 and watch it show Connected.
- Connect your own tenant (the Internal client)Your own tenant connects as the Internal client. Data Governance there needs an Entra role; Copilot agents need System Administrator and a Dataverse license.