> For the complete documentation index, see [llms.txt](https://docs.limio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limio.com/product/partner-portal/creating-and-managing-partners.md).

# Creating and Managing Partners

You can use the **Limio Partner Management Tool** to create and manage **partner organisations** and assign **partner users**. This is useful for supporting third-party resellers or distributors who need to manage subscriptions, offers, and invoices on behalf of their customers.

Each **partner organisation** is assigned a unique ID and can have one or more associated **partner users** who are granted access to Limio Shop or Self-Service pages, depending on configuration.

***

## Creating a partner organisation

A **partner organisation** represents the business entity you work with (e.g., a reseller or channel partner).

To create a new partner organisation:

1. Go to **Settings > Profile > Partners**.
2. Click **Create Partner.**
3. Fill in the required details:
   * Partner organisation name - required
   * Logo (URL) - optional
   * Zuora account ID - required
   * Salesforce account ID - option, although required if you are planning to use Salesforce
   * Zuora Invoice Owner - required
     * Partner - If partner is selected, the resulting subscription in Zuora will have the invoice owner field set to the Zuora account ID of the partner organisation populated above.
     * End customer - If end customer is selected, the resulting subscription in Zuora will have the invoice owner field set to the Zuora account ID of the customer that is created when a new subscription is made.
4. Click **Create Partner Organisation**.

The organisation is now available and will be assigned a **Partner Organisation ID**, which will be visible in the partners table.

***

## Adding partner users

A **partner user** is an individual who will have access to Limio Shop or Self-Service pages associated with their partner organisation.

To add a user:

1. Go to **Settings > Profile > Partners**.
2. Click on the organisation you'd like to add users to.
3. Click **Create user**.
4. Enter:
   * Name
   * Email address - please note that creating multiple partners with the same email address is not allowed
5. Click **Save**.

Once you add a partner user, the user will be able to log into partner pages using Cognito as an authentication method.

***

## Editing partner organisations

To edit a **partner organisation**:

1. Go to **Settings > Profile > Partners**.
2. Click on the organisation name.
3. Click the pencil icon. The only editable fields are partner organisation name and logo.


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