Connect your Microsoft CSP account

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• Connect your account
• Configure account permissions

Connect your account

If you created an account using your Microsoft Partner account, you're already set.

In case you need to connect another Microsoft CSP Reseller account or reconnect your current one, follow these steps:

1. Make sure the account you want to connect with has the appropriate permissions to access your Partner portal.

2. Go to the Configuration page.

   

3. Press the Reconnect button for the Microsoft integration.

   

4. You'll be redirected to Microsoft for authentication. Sign with a Microsoft account that has access to your organisation's reseller management.

   

5. You will be redirected back to Automaker. A confirmation message will be shown.

   

Configure your account permissions

To allow Automaker to gather the necessary information about your licenses, it's important that the account you connect to Automaker has access to your Partner portal. This applies to both Tier 1 and Tier 2 customers.

Here 's how to make sure the correct permissions are set:

1. Go to Microsoft's Partner Portal and sign in.

2. After signing in, continue to the Dashboard

3. Click on the cog icon (1) and continue to the User Management page (2):

   

4. Search (1) for the user you want to connect with and click on the name (2) to continue:

   

5. In the Roles and permissions section (1), check the box next to Assist your customers as (2) and choose Helpdesk Agent in the select box (3). Press the Update (4) to save your changes:

   

   Note that it might take a couple of minutes before changes are effectively applied to the user account.

6. (Re)connect your Microsoft account to allow Automaker to fetch your reseller licenses.