What is the Account settings workspace?

Appropriate roles: Account admin | Owner | Manager

Use the Account settings workspace to finish setting up your company's full profile, manage your learning profile, access, programs, file tax exemptions (if appropriate), and more.

All commercial and developer partners access Account management in Partner Center by selecting Settings (gear), then the Account settings workspace.

Screenshot showing the Settings menu expanded.

When you're in more than one account

For developer accounts, you can check whether you're part of multiple accounts if the "account picker" is present when you select the profile picture on the top right corner. If you don't see the account picker, you're only part of one account.

When you select this picker, all of the accounts that you're a part of appear as a list. You can select from the list to switch to a different account. Everything that appears is in the context of the selected account.

Settings

The Account settings menu differs depending on the programs you're enrolled in. For example, if you're a partner in the Cloud Solution Provider program (CSP), you can manage your Azure Shared services from Account settings.

Section Description
Overview Get your account set up, change password, view permissions for a user.
My learning Access Microsoft training and assessments through Partner University, and get credit for exams and certifications.
My access Your organization has access to these workspaces based on current agreements and program enrollments with Microsoft. Select a workspace to learn who to contact in your organization to request access, or to get help on how to use the workspace.
User management Add, edit, or remove user accounts and assign permissions.
Programs Learn how to register as an app developer, solution provider, content creator, and more.
Agreements Includes legal agreements, for example, the Microsoft Partner Agreement.
Shared services Manage Azure Cloud Solution Provider (CSP) Shared Services subscriptions.
Activity log Shows activity such as creating customer accounts or agreements, resetting passwords, updating customer spending budgets, and more.
App management Use the Partner Center SDK to interact programmatically through APIs. To learn more, see Set up API access in Partner Center.
Integration sandbox Sandbox accounts are only for integration testing. Sign in to Partner Center with your sandbox account to set up API access.
Referrals Grow your business with referrals from Microsoft. To learn more, see Referrals.
Org profile Manage in-depth areas of your business including the legal business profile, partner profile, and tenants. Manage each area separately.
- Org profile: Legal info See your Microsoft PartnerID, set up company details like legal address, primary contact, program status, reseller qualifications, bill-to info, and more.
- Org profile: Identifiers See and update Partner IDs for CSP transactions and to share with your CSP indirect providers.
- Org profile: Microsoft Entra profile See your Microsoft ID, Company name, default domain, primary contact.
- Org profile: Billing profile Update the address to where Microsoft sends your Cloud Solution Provider invoice.
Earnings Set up earnings when you earn money with Microsoft. To learn more, see Earnings overview.
Payout and tax profiles assignment Set up tax profile information for when you earn money with Microsoft.
Account management You can manage your current enrolled programs and sign up for new ones. You can also view and edit your legal business profile, handle your account verification, add or update your locations and publisher IDs, and take care of other program details.